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MEDALLIA FOR

Insurance

Personalized and predictive insights and action recommendations strengthen relationships in a rapidly evolving industry

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Minimize risk by understanding and anticipating the needs of policyholders, agents, and brokers.

In an industry that is so dependent on trust, every experience plays a critical role in building or breaking it. Medallia helps insurers orchestrate every customer, employee, and agent journey to predict and prioritize the actions needed to deliver experiences that contribute to successful, healthy, long-term relationships.

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“Medallia has opened up a world of real customer feedback and inspired us to improve important processes that have a quantifiable impact on our bottom line.”

ISABELLE CONNER

Group Chief Marketing & Customer Officer, Generali

Learn how Generali impacted their bottom line with Medallia
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PROPERTY & CASUALTY

Turn claimants into brand ambassadors

Claimants with positive experiences are more likely to renew and recommend their insurer. Prioritize the necessary actions needed to delight every customer, employee and agent

Claimants with positive experiences are more likely to renew and recommend their insurer. Prioritize the necessary actions needed to delight every customer, employee and agent

    Capture customer signals across the entire claims journey to identify opportunities to improve policyholder experience to drive issuance, on-going satisfaction and policy renewal

    Accelerate frontline productivity by giving every claims adjuster, underwriter, service representative, and agent visibility into their performance from the customer’s perspective and the insights needed to improve

    Minimize policyholder churn by leveraging 360-views of account health and addressing early warning signals and proven client retention strategies

Turn claimants into brand ambassadors Turn claimants into brand ambassadors
LIFE & ANNUITY

Frictionless experiences at scale

Use customer, employee and broker insights to predict and prioritize the actions that will make every experience easy and efficient

Use customer, employee and broker insights to predict and prioritize the actions that will make every experience easy and efficient

    Leverage predictive models to identify customer pain points and prioritize ways to improve experiences from application to issue

    Create opportunities to cross-sell additional financial service solutions by ensuring that every customer experience is the highest quality 

    Understand employee and advisor experiences to optimize training programs that improve performance while deepening partner relationships

Frictionless experiences at scale Frictionless experiences at scale
Health

Humanize Health Insurance

Listen to how members, employees and brokers feel to improve experiences with a human touch

Listen to how members, employees and brokers feel to improve experiences with a human touch

    Combine experience signals and operational data to provide rich context of how, when, and where to drive operational and product improvements

    Uncover deep insights by unifying member signals with advanced analytics and AI to surface priorities, drive action and drive positive change

    Capture and act on employee feedback across all stages of the employee lifecycle: talent acquisition, onboarding, training and development, life stage events, offboarding and separation

Humanize Health Insurance Humanize Health Insurance

Enterprise Grade Security, Privacy, Accessibility

Our Security and Privacy controls meet the high standards of public agencies and highly regulated markets. We offer solutions that meet the accessibility standards of WCAG 2.0 AA and Section 508 of the Americans with Disabilities Act, as applicable.

Enterprise Grade Security, Privacy, Accessibility

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The “Why” Behind the NPS® Score®

Net Promoter Score (NPS)® is a powerful tool in gauging customer loyalty and, by extension, company health. Learn how you can use it in your own CEM program.

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