Qorus Innovation in Insurance Awards 2024

Connect Program - Agents' digital fingerprint

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premium
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17/04/2024 Insurance Innovation

About

Empowering Agents, Transforming Insurance: Ageas Digital Edge equips agencies with a set of assets and services to boost their digital footprint, generate leads, and deliver exceptional customer experiences.

Innovation presentation

Story Behind the Initiative

The Challenge: The insurance industry is facing a digital revolution. Customers are increasingly tech-savvy, demanding a seamless online experience alongside personalized service. Traditional insurance agencies, often reliant on offline interactions, are struggling to keep pace.

Our Response

Recognizing the need to empower our network of agencies with a digital edge. We envisioned a program that would bridge the gap between traditional insurance and the modern customer, fostering a win-win situation for both agents and clients.

1. Digital Tools:

• Attract new leads: Enhance website with SEO/CRO, improve lead capture with new sales funnels.

• Empower agents: Upgrade agency portal for efficiency and a new digital tool to personalize client recommendations.

• Optimize marketing: Integrate Salesforce for automated lead nurturing and generation, plus advanced analytics for data-driven decision making.

2. Digital Footprint & Support:

• Gain expertise through our Digital Academy.

• Get specific help with social media and other channels with our own Agency.

• Benefit from ongoing guidance from a dedicated digital manager.

3. Change Management:

• Clear Communication: Regular updates, training, and open communication.

• Motivational Incentives: Financial and non-financial rewards to drive adoption.

• Dedicated Support Teams: Ongoing assistance to answer questions and guide agencies.

Uniqueness of the project

The Portuguese insurance sector is experiencing a digital shift, but Ageas Digital Edge stands out from other initiatives due to its comprehensive and agent-centric approach. Here's how:

Focus on Agent Empowerment:

Unlike generic digitization efforts, Ageas Digital Edge prioritizes empowering agents, not replacing them. We equip them with the tools and skills to excel in the digital world while retaining the human touch crucial for Portuguese insurance customers.

Tailored Approach for Local Market:

We understand the specific needs of the Portuguese market. Our program goes beyond just offering digital tools. We provide dedicated training (Digital Academy) and agency-specific services like social media management (Digital Agency Services). This ensures the program is culturally relevant and addresses local challenges.

Focus on Data-Driven Decision Making:

Many Portuguese insurance companies struggle with siloed data and limited analytics. Ageas Digital Edge offers personalized offerings and optimized campaigns based on local customer behavior. This data-driven approach is crucial for success in the competitive Portuguese market.

Dedicated Change Management:

Recognizing the potential resistance to change, Ageas Digital Edge incorporates a robust change management strategy. Clear communication, financial and non-financial incentives, and ongoing support ensure a smooth transition and maximize program adoption within the Portuguese agency network.

Combined Value Proposition:

Ageas Digital Edge offers a unique value proposition for both agents and Ageas. It goes beyond just increasing sales by focusing on agent productivity, customer satisfaction, and long-term success – crucial factors for sustainability in the Portuguese market.

By focusing on empowering agents, tailoring solutions for the Portuguese landscape, and driving data-driven decision making, Ageas Digital Edge positions itself as a front-runner in the digital transformation of the Portuguese insurance sector.

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