Orphan Insurance Customers
As financial advisers continue leaving the industry, a growing number of insurance clients are no longer being actively serviced creating a retention issue. We worked with a large Australian insurer to map the current-state challenges and design a compliant service model.
Our cross-functional internal research revealed opportunities, including:
We mapped a future-state, omnichannel journey for unadvised customers that could be mapped to operational processes while also meeting advice compliance regulations. The project deliverables included:
AXELL’S PROCESS
With our proven innovation process, we help our clients
design and launch a fit-for-purpose solution
Axell brought a global perspective on how to transform financial advice distribution to our local insurance market digitally. They supported us through the discovery phase to understand adviser pain points so we could build a proposition that was fit-for-purpose. Axell then helped us source the right technology partner, co-design the solution, and launch it on the market.
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You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/