A large Brazilian insurance company has set itself the goal of strengthening its brand and enhancing its relationship with end customers, in partnership with insurance brokers. This process relies heavily on the integration and good quality of the data stored in the different product systems to support an omnichannel strategy.
Assesso conducted an assessment to formulate the plan to improve the quality and governance of the insurer’s customer data, contemplating the understanding of the business objectives and the definition of actions and priorities for the data area. Among the recommendations, the highlights are the restructuring of the flow of registration data, with appropriate treatment and creation of the 360° customer view, and the training of the team and dissemination of best practices for data collection and use, including compliance with the LGPD requirements.
