Implementation of a single customer base at one of the world’s largest insurance companies

One of the largest insurance companies operating in Brazil promoted a project to improve customer service and increase the performance of the acquisition.

One of the largest insurance companies operating in Brazil promoted a project to improve customer service and increase the performance of the acquisition. Within the several actions, the implementation of a Single Customer Base was considered a priority and fundamental to achieve the company’s business goals.

To meet this need, Assesso used Datacare to develop continuous processes for ingesting, validating, processing, deduplicating and unifying data from the company’s various systems and external sources of lead records used to feed the sales force. In addition, the Single Customer Base maintained by Datacare was integrated with Salesforce software, ensuring a complete and up-to-date view of the insured that use the customer services in the company’s various channels.

With this solution, the sales and customer services teams now have reliable and qualified information for prospecting, sales, and customer service, with a complete and updated view of the insured’s data, allowing greater agility and effectiveness in the operation and a better customer experience.

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