2,000 Agent Customer Interaction Center Buildout to Enable Multi-Access Business Strategy

Company Overview:

This client is the largest publicly held insurance company in the U.S. The company insures 1 out of 8 households in the U.S. with one or more of its property, casualty, or financial products.

Purpose:

To expand the scope of its business, our client adopted a multi channel, multi brand, multi product strategy. The success of this strategy required a shift from a product-centric focus to a customer-centric focus, and to provide a common customer experience across all customer interaction channels.

Business Objectives:

  • Build four new Customer Interaction Centers (CICs) within a one-year timeframe. These new CICs were to be staffed with Customer Insurance Professionals (CIPs) that were all licensed to sell insurance.
  • Design the staffing model and complex call routing rules to provide 24x7 coverage for all states, accommodating state licensing regulations.

The Solutions:

  • Implemented a new call center telephony network and applications with CTI integration for over 3,000 CSRs across multiple sites, integrated as a virtual contact center.
  • Developed a household relationship management system.
  • 24x7 support and monitoring.

The Process:

  • eLoyalty helped establish a Program Management Office (PMO) to coordinate the activities of the twenty client project teams, and eight vendors. The PMO established the work schedules, dependencies, and resources needed to meet the project objectives. The compressed timeframes required a good deal of parallel work efforts with no room for schedule delays.
  • Assembled a team of contact center architects and systems integrators to design and build the solution to meet the business requirements and projected call volumes.
  • Leveraged a 'Voice Lab' to build out and stress-test the solutions.
  • As each CIC site was completed, the systems integration team would move in to configure the telephony platforms and load the scripts necessary to route the calls into the site. The sites would then be turned over to the eLoyalty testing and client operations teams for quality assurance and training. As teams completed their tasks at a given site, they would move on to the next site and the new teams would move in, all of which was orchestrated seamlessly by the PMO.

Results:

  • Four new CICs with a capacity of nearly 2,000 seats were deployed to support the multi-access initiative. Work was performed in a nine-month timeframe and enabled our client to achieve its stated goal of implementing the direct sales capability in 15 states, covering 40% of the U.S. population within the targeted deadlines.
  • Improved operational performance and established an operational measurement reporting capability.