Deborah McDonald of the Upper Canada Insurance (Upper Canada) was assessing quite a lot of pieces of data she and her team had exhausted the last month rolling up. McDonald and her team had been requested to address the inefficiencies in the life insurance program process, mainly because of the high numbers of applicants removing from the system (known as "wastage") in the midst of the process.
Upper Canada had ascertained that the most common reason for clients foregoing the program process was the long time required to get an answer, followed by lack of communication and poor customer service. It was believed that by solving these problems, Upper Canada could match or exceed industry wastage levels and improve the efficacy of the sales team. McDonald was assigned the job of examining the data and making recommendations to solve the issues of the application procedure, but was uncertain where to start.
PUBLICATION DATE: September 03, 2010 PRODUCT #: 910D12-HCB-ENG
Upper Canada Insurance Case Study Solution
This is just an excerpt. This case is about TECHNOLOGY & OPERATIONS
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