Medallia For

Insurance

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

Talk to an expert
Medallia For

Insurance

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

Talk to an expert

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

  • 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
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

  • 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

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.

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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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The world’s leading companies use Medallia to drive revenue

55 million customers, 74,000 employees, 60 countries, and one Generali

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How a global insurance company builds valuable loyalty at the local level

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© Medallia®, the Medallia logo, and the names and marks associated with Medallia’s products are trademarks of Medallia and/or its affiliates. Net Promoter, Net Promoter Score and NPS are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc. All other trademarks are the property of their respective owners.