Process efficiency with phygital document collection

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Case Study: Groupama Italia

Efficientamento del processo di raccolta documentale, con workflow phygital

Industry: insurance

Case Study: Groupama Italia

Document collection process efficiency, with workflow phygital automation + operator

INDUSTRY: INSURANCE

The challenge

Groupama Italia, the Italian branch of the historic international insurance and banking group Groupama, and already a client of Call2Net for its back-office claims activity, proposed us a challenge: in just a few days from the submission deadline, to have the entire network of agents sign and collect all the documents needed for the annual IVASS training requirements.

In detail, the project aimed to:

have documents, which had not been downloaded so far, downloaded
sign them and have them uploaded to their dedicated portal

How we faced the challenge for Groupama Italy

Solution: 3-level automation with operator support for non-respondents

To achieve the objectives of this challenge, we structured a 3-level email marketing automation workflow with CTAs to the documents to be signed and the upload portal.

After three levels of email reminders, the contact was passed to our contact centre for the classic telephone recall.

Solutions adopted

Tools used

Email Marketing Automations

Achievements

Saving costs and achieving targets

collection via email

0 %

collected documents

0 %

of costs compared to traditional operator-based activity

0 %

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Make your company a successful case study in the customer experience journey.

Fill in the form and get in touch with us, you will be contacted by one of our sales staff.

Together we will create a path to redesign, improve and add value to your customer's experience.

Name*

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Tel

Azienda

Messaggio

Accettazione

Ho letto la Privacy Policy e acconsento al trattamento dei dati personali.

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Efficientamento del processo di raccolta documentale, con workflow phygital

Document collection process efficiency, with workflow phygital automation + operator

Solution: 3-level automation with operator support for non-respondents

Saving costs and achieving targets

Make your company a successful case study in the customer experience journey.

Make your company a successful case study in the customer experience journey.

Call2Net is the consulting firm specialising in innovative customer interaction solutions. Since 2007, Call2Net has revolutionized the traditional contact centre model by adopting phygital processes to always guarantee its customers an excellent customer experience.

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