DoubleTick

Customer stories/Financial Services

CoverYouInsurance broking

Dozens of fragmented WhatsApp numbers, one governed channel across the insurance lifecycle

Fragmented WhatsApp Web and SIM-based numbers replaced by a centralised platform shared by acquisition, support and renewal teams.

  • Dozensof previously fragmented API numbers centralised under one workspace

About

About CoverYou

CoverYou operates across multiple insurance lines. It acquires prospects through its website, referrals, partner tie-ups and medical associations. Once a policy is sold the customer moves from the Acquisition team to Customer Support and then to the Renewal team.

Internally, relationship managers and teams across acquisition, support and renewals manage these conversations.

The challenge

What they set out to solve

Customer communication was fragmented across WhatsApp Web and individual SIM-based numbers. That created dependency on individual agents, limited management visibility, loss of conversation history and difficulty coordinating multiple teams across the customer lifecycle. CoverYou wanted one centralised communication platform to become the primary channel for customer engagement.

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