Service Management for Insurance IT Services

The digitization of IT services for insurance companies takes place through software solutions that make automatic and standard procedures the best way to achieve innovation objectives in the Service Management field.

Companies operating in the insurance field have been experiencing a period of deep transformation for some years now. To adapt to the disruptive digital revolution they must in fact face an intense path of technological innovation.

The implementation of modern digital technologies by insurance groups will lead to the development of more effective and differentiated solutions. As the insurance product is now practically standardized within the sector, the focus has shifted to attention and the way in which users are served.

We talked about the digitization of IT services for insurance in a dedicated webinar, where HDI Assicurazioni brought its experience with HelpdeskAdvanced.

Insurance industry trend to improve IT services

It is becoming increasingly essential for insurance companies to be able to develop innovative approaches to offer their users fast, simple and customizable services.

In one of its articles, Datamanager has identified some of the main trends aimed at making the insurance sector more efficient. Among the different trends the following are reported:

- Optimize customer services by improving back-office management and communication between departments of insurance companies;

- Reinvent customer relationships through the use of new technologies to find intelligent and satisfying offer models.

In both the aforementioned trends, a management of IT services for insurance through Service Management systems with automatic processes and integrated AI, may be the correct answer.

The IT systems of insurance companies can be automated through Service Desk solutions. It is important to underline that this method of responding to industry trends always places the customer at the center of the business dynamics of innovative choices and strategic actions.

How to manage IT services for insurance companies?

The insurance industry is deeply based on the wealth of information and data management: customers and insurance policies. Thanks to a Service Management solution, insurance companies will have a single platform to centrally govern the different areas of the Service.

Service Management is not limited to optimizing the management of IT services - quite the opposite. It is in fact possible to extend the applicability of the solution to other areas and departments for a complete governance of assistance, from purely internal IT, to Customer Service, to services for the agency network.

Through the Web Portal, made available to users and agencies, maximum usability is guaranteed to open reports in self-service through the logic of the Service Catalog to consult news and the Knowledge Base.

Agencies can use this channel to:

- Establish greater effectiveness in the relationship with customers and the headquarters;

- Ensure faster service release.

The portal is also open to sub-agencies through the activation of authorization processes in direct connection with the Headquarters.

The Service Catalog guarantees immediate access to all services made available to agents and users, based on their authentication profile, automating routing processes for Ticket Management to the correct resolution teams.

Pat's Service Management for innovative IT services for insurance companies

Implementing a Service Management, such as HelpdeskAdvanced, in the insurance industry brings undoubted advantages in the release of services and in the control of their provision.

Discover the experience of HDI Assicurazioni in our webinar!

The service request processes are automated to comply with the authorization, management and delivery flows within the established SLA and to ensure a better User Experience.

Thanks to the multi-channel approach of HelpdeskAdvanced (web portal, telephone integrations, mail, live chat, WhatsApp and Teams chatbots), which is aimed at customers (insured) and all other subjects of the Company, a Single Point of Contact (SPOC ) which collects and centralizes service requests.

Pat's Insurance IT Services Management Platform provides the following benefits:

- Centrally manage evidence assistance reports from internal users and from the network of agencies;
- Offer digital and innovative services in the Artificial Intelligence field, such as the Chatbot support;
- Provide multi-channel support services to facilitate the Management and Agency Staff in the opening, detail or reminder of the related assistance tickets via MS Teams and WhatsApp Business;
- Check the status and quality of the insurance product offered in real time;
- Better monitor KPI and contracted service levels;
- Extract customizable data and statistics to analyze the performance of service delivery;
- Organize a complete Knowledge Base, which can also be helpful for branch offices or agencies.