Industry

Banking & Financial Services

In an increasingly crowded industry, insurance companies must strike the perfect balance between cost efficiency and exceptional customer support to secure loyalty and long-term growth. Technology-driven solutions empower agents to deliver fast, empathetic service, building trust and satisfaction. By partnering with a proven CXM provider, insurers can streamline operations, reduce costs, and create seamless experiences that drive deep policyholder engagement and lasting loyalty.

The Challenge:

A Fortune 500 Insurance Group faced the dual challenge of reducing service costs while enhancing customer experience across three of its companies. Their non-licensed lines of business, encompassing general customer care and post-sale support like billing and payment assistance, resulted in substantial operational costs.

Billing inquiries were among the top call drivers, increasing both workload and costs. The client needed a solution that would streamline service delivery, optimize efficiency, and improve quality across all three brands—without compromising customer satisfaction.

To effectively address their challenges, the insurer decided to collaborate with an experienced Customer Experience Management (CXM) provider for the first time, selecting ResultsCX as their partner.

The Solution:

After a thorough evaluation of onshore, nearshore, and offshore options, the ResultCX team recommended a nearshore solution. The solution leverages our highly skilled agents in Mexico and advanced technology tools, including our proprietary SupportPredict Agent AI. This extensible desktop tool puts real-time knowledge at agents’ fingertips, guiding them effortlessly to resolutions, boosting efficiency, and enhancing customer satisfaction.

Key features of SupportPredict Agent AI include:

Automated support paths and self-learning bots that reduce handle times and improve first-call resolution.
Custom dashboards that keep agents engaged with the knowledge base, informed on trending topics, and aware of critical updates.
Real-time interaction history and next-best action recommendations, acting as a digital coach to optimize performance.

Beyond technology, we collaborated closely with the client to enhance agent training and quality assurance processes.

Ensured early engagement from our training team to refine and customize the training curriculum for maximum effectiveness.
Designed client-specific QA processes, with additional QA coverage during the first 60 days of onboarding to reinforce best practices.
Enabled data-driven hiring profile adjustments, refining interview and selection criteria to focus on candidates demonstrating the behavioral skills linked to higher-quality performance.

The Results:

Our strategic approach redefined service delivery, setting a new benchmark for operational excellence within the client’s customer support ecosystem. Through the seamless integration of Agent AI, targeted training, and rigorous QA, we achieved measurable results — boosting efficiency, reducing costs, and enhancing the customer experience.

This success fostered trust and confidence, reinforcing their decision to collaborate with an experienced partner.

400% increase in headcount in just 5 months
87% training throughput
2% faster speed to proficiency within the first 90 days.
In 8 months, outperformed the client’s internal channels in CSAT.
39.5% reduction in cost-to-serve.

In addition, our team also maintained a high level of performance across other key metrics:

Exceeded quality targets in <60 days of go-live, maintaining them consistently.
Reduced Average Handle Time (AHT) for faster resolutions and superior customer satisfaction.