Migrate to a New Level of Customer Engagement
Moving From Customer Transaction to Customer Engagement

Download this excerpt from Novarica's new Document Creation/CCM Systems Report which highlights Pitney Bowes capabilities in this expanding area.

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Overview

The die is cast; the Rubicon has been crossed. Closed, print-centric document management systems are out, and open, omnichannel customer engagement platforms are in. Insurers facing the end of life of obsolete products have an unprecedented opportunity to leap forward into a new world of customer centricity and engagement—a world that will transform both the policyholder/prospect experience and your internal operations.

Pitney Bowes uniquely combines open, next-generation, multi-channel customer communication management solutions, data quality and integration tools, predictive analytics, and legacy migration expertise.

We empower insurers to better compete for new business, retain and delight existing customers, build their brands, and streamline marketing, underwriting, claims, customer service and billing processes.

Pitney Bowes Fast Path for Customer Engagement

Ask about Fast Path – Pitney Bowes’ new software and services methodology created specifically for insurers who are struggling with legacy migration as they modernize their core systems. Our Fast Path Program helps carriers implement a successful migration from their current legacy document management environment to a next generation customer engagement solution. We help you map your legacy products, processes and underlying technologies to the new system. And while the thought of moving any business-critical operations and data to a new IT foundation appear to be a daunting task, we offer a framework that is holistic, methodical and flexible in addressing today’s customer-centric world.

Focus on Customers, Not Transactions or Documents

The key to a great customer or prospect experience lies in a 360-degree understanding of their unique needs, affinities and behaviors, driven by comprehensive, accurate data.

Pitney Bowes helps you aggregate and harness transactional and demographic data—breaking down silos between business lines and departments and mining the massive amount of unstructured data within emails, social chats, contact center transcripts and more—to develop real insights about the people you serve.

We help you create superior, individualized customer experiences using predictive analytics, uplift modeling, and "best next action" decision-making. We enable you to develop or refine product development and distribution strategies that strategically impact your growth and profitability, both short- and long-term.

Communicate Across All Channels

Offering an optimized customer experience also means choosing the right communications channel. The policyholder or prospect’s personal preferences, or their immediate needs, demand a satisfactory interaction at every touch point, from Do-It-Yourself apps and web pages to social media dialogues to contact center encounters or one-to-one expert consultation.

Pitney Bowes enables you to offer this optimized customer experience—consistent, accurate and individualized communication—across every channel: print and physical mail, email, live contact center, IVR, online self-service and online chat, and mobile and social media platforms.

Integrate With Enterprise Applications and Data

Whether you need to upgrade to more robust, omnichannel customer engagement solutions or are faced with replacing end-of-life products, you can rely on Pitney Bowes. Our legacy migration expertise, tools and methodology have helped hundreds of companies transition to next-generation, standards-based solutions that optimize customer interactions across channels.

Working with us, you can implement a superior customer engagement technology environment that’s open, scalable, easier to manage, and interoperable with other best-in-class enterprise and customer relationship management applications. You can preserve your investment in legacy data, integrate formerly siloed information across the enterprise, and streamline processes ranging from marketing to actuarial, underwriting, claims and billing.