Attention Life and Health Insurers – Is it Time to Give Customers What They Want?

Before we answer this question, let’s first start with the definition of “insurance”. Insurance was created to help eliminate or mitigate risk from individuals to the larger community in times of need or emergency. It is one of the world’s oldest industries with its origin tracing back to the 13th and 14th centuries, when sea traders needed to “insure” their shipments in case of theft or total loss during travel.

Insurance has since evolved into other areas of society, such as auto, home, and specialty areas like insuring a guitarist’s fingers or a famous model’s legs. If someone has something they find valuable, and is willing to pay someone else to protect it, it can be insured. This brings us to life and health insurance – arguably the two most valuable things a person can have.

In the last few decades, technology has SIGNIFICANTLY changed the way we operate. With the Internet and the invention of smartphones, people have access to anything they want, how they want it, when they want it. Because of this 24/7 access, consumerism has changed. Every industry is having to adjust to stay relevant even the grandpa of all industries – insurance.

Here are three ways life and health insurers can adapt to meet the demands of the 24/7 customer:

  1. Offer self-service: Gone are the days of filling out and mailing back paper-based forms. Enable them to complete their applications or claims online – anytime they want.
  2. Personalize your communications: Nothing irritates a customer more than receiving communications that aren’t relevant to them. If you want to increase your customer loyalty, sending them relevant and contextual communications is key.
  3. Provide omnichannel delivery options: With Millennials making up a large part of the population, many organizations – including insurers – need to deliver a consistent experience offline and online. This is crucial if you want to capture this market segment since a whopping 73% of them prefer to shop online.

To learn more about how Xpertdoc helps insurers streamline their customer communications, visit our insurance section, sign up for a free demo and follow us on Twitter: @xpertdoc, @BsmithXpertdoc

Life and Health Insurers

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc