A one stop shop insurance broker offering tailor-made solutions for individuals and companies for insurances, investments, credit and financial planning. With more than 200 people across 16 POS they serve around 100,000 customers.

Challenge

How to differentiate as a one stop shop insurance and services broker towards your customers in a meaningful way? By offering services that bring value and connect customers to all the information they need. Also sales and advisors can access the same information to prepare their work. And on top of that, all users would need to benefit from recent advancements in AI, from recommendations to 'time saving' assistance.

Customer Journey Examples

• Seamless Customer Onboarding: New customers can access their personal extranet for the first time, review their pre-filled information, and easily complete mandatory MiFID documents all in one place
• Comprehensive Insurance & Investment Overview: Customers get a clear overview of all their insurances and can add external ones to see their full coverage overview. With AI-powered insights, they receive personalized recommendations tailored to their context
• Connected claims registration: In the event of an accident, customers simply select the relevant contract and submit a pre-filled claim with photos. Process that is made fast, simple, and fully digital
• Apply for a green card: Forgot to add it to your on-board documents? No worries, request it online via your contract overview
• Online subscriptions: from savings to funeral insurance, a Wilink-specific offer that can be signed immediately

Connected sales and advise

• 360° customer view: Sales benefit from a 360° view of their customer, with all the registered relations both private and company related, as well as the interaction history and useful data that has been captured throughout the complete lifecycle
• Documents: Automatically generated or customer-uploaded documents are instantly available and easy to find
• One Source for All: From sales to marketing to operations, everyone works with the same up-to-date customer data, ensuring smooth collaboration and consistent experiences

Joint teams

Isabelle Gillard, the chief of data and reporting at Wilink says: "Cuberdon's platform puts our customers at the centre. Processes and data views are customized according to Wilink's business needs and objectives. We set up a close collaboration between both business and IT teams with workload repartition. A truly positive joint team experience with respect for deadlines and budget". As the platform is natively API driven, all connected systems or applications at Wilink are synchronized bi-directionally on the fly. Have a look at the Data Synchronization customer case.