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With CommBox’s omnichannel platform, Clal insurance transformed customer experience (CX) and efficiency. With over 2000 agents, the platform streamlined processes across multiple channels, resulting in significant improvements.
Company
employees
Calls shifted to
digital channels
Customer inquiries
resolved by AI bots
CSAT score
Company
employees
Calls shifted to
digital channels
Customer inquiries
resolved by bot
CSAT score
Clal Insurance & Finance Holdings is a leading insurance group that provides various insurance coverages such as home, life, automobile, health, business, and more. Clal manages over 80 million USD in assets. It employs 4,600 employees and 2,000 insurance agents worldwide.
Insurance
SMS, WhatsApp, Facebook messenger, Email
Customer service, Customer support
Large size (1000 – 5000+)
Insurance
SMS, WhatsApp, Facebook messenger, Email
Customer service, Customer support
Large size (1000 – 5000+)
During the COVID-19 pandemic, Clal faced an increased load on its customer service centers due to customer concerns about their accounts. At the same time, more customers tried to contact Clal on multiple digital channels.
Clal faced several challenges in managing its vast insurance services:
CommBox offered Clal a unique solution, unifying multiple assets under one roof: B2B center, insurance field agents, B2C center, claims, health, traveling, pension and other departments – all connected to one AI-driven omnichannel platform.
CommBox’s solution included:
– Customers – CommBox enabled the secure delivery of personalized financial information through a strict authentication process.
– Agents – personalized notifications were sent whenever a conversation was assigned or updated.
– Partners – CommBox enabled partners to generate leads from end to end under-regulated government APIs.
This integration empowered Clal Insurance to deliver a unique and tailored experience at every level of interaction.
The chatbot squad
One of the most strategic decision made by Clal, is to offer automated insurance services 24/7. Clal utilized CommBox’s technology to deploy a team of automated agents – the Chatbot Squad.
These smart chatbots can handle various types of requests including changing a policy, document retrieving, travel insurance assistance, quotes, status, lead qualification, customer satisfaction collection and more.
Clal’s chatbots were designed to have a more personal touch by assigning each bot with a unique avatar based on real human agents. These avatars help create a more relatable and engaging interaction for customers, while also providing a sense of familiarity and trust with the brand.
“With CommBox, we’ve automated 57% of insurance requests on WhatsApp, enhancing satisfaction and operational efficiency. This strategy has alleviated contact center overload and call volume, with 60% of all interactions now efficiently handled digitally in one interface.”
Nir Lautman, VP of CX ar Clal Insurance
With CommBox, Clal shifted its primary way of communication from phone to messaging, providing personalized assistance to customers around the clock with AI, chatbots, and human agents.
Remarkable achievements:
Shifting to CommBox resulted in several achievements for Clal Insurance:
Another achievement for Clal is substantial media coverage and recognition. Following the successful launch of a commercial featuring its chatbot squad, Clal has earned several prestigious awards, solidifying its reputation as a prominent and innovative player in the insurance industry.
In 2023, the insurance industry, as indicated by Gartner, will prioritize enhancing customer experience and operational excellence over growth.
By adopting AI and digital communication, businesses can effectively achieve customer satisfaction, operational efficiency, and growth. These goals can be realized with the CommBox platform and our best practices.
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PRODUCTS
SOLUTIONS
INDUSTRIES
RESOURCES
© 2024 Commbox. All rights reserved. End User License Agreement. Privacy Policy. Security & Compliance. Sitemap.