What does digital onboarding mean in the insurance industry?
Posted: Mon Jan 06, 2025 5:50 am
The term onboarding in business originated in the field of human resources and in particular is used to identify the procedures for acquiring new employees. It has then expanded to identify the process thanks to which a new customer acquires all the knowledge necessary to become an integral part of an organization.
While onboarding before digitalization was typically done on-site and in hong kong whatsapp resource person (for example in the physical branch of a bank, an insurance agency or in the store of a mobile operator), for some years now customer entry procedures have been done digitally and, often, completely remotely. In many business areas – and in the insurance sector in particular – this transition to digital onboarding has taken on an urgent nature with the coronavirus epidemic, when it became essential to equip oneself with the necessary tools to “onboard” new customers remotely, under penalty of operational interruption. Today, digital onboarding is permanently integrated into business activities in any sector.
The practical guide to offer your insured a valuable customer experience
Thanks to digital, in the insurance sector every opportunity to meet with policyholders can be exploited to increase their involvement. In the past – before the advent of the Internet – the entire onboarding process was done manually, in person, over a period of time that could even last for several days. Using only traditional methods today means risking losing time and, perhaps, customers.
While onboarding before digitalization was typically done on-site and in hong kong whatsapp resource person (for example in the physical branch of a bank, an insurance agency or in the store of a mobile operator), for some years now customer entry procedures have been done digitally and, often, completely remotely. In many business areas – and in the insurance sector in particular – this transition to digital onboarding has taken on an urgent nature with the coronavirus epidemic, when it became essential to equip oneself with the necessary tools to “onboard” new customers remotely, under penalty of operational interruption. Today, digital onboarding is permanently integrated into business activities in any sector.
The practical guide to offer your insured a valuable customer experience
Thanks to digital, in the insurance sector every opportunity to meet with policyholders can be exploited to increase their involvement. In the past – before the advent of the Internet – the entire onboarding process was done manually, in person, over a period of time that could even last for several days. Using only traditional methods today means risking losing time and, perhaps, customers.