Talkdesk Financial Services Experience Cloud for Insurance™ is a purpose-built, end-to-end solution designed specifically for the Insurance industry. With comprehensive insurance-specific capabilities, it offers a specialized workspace for agents to handle complex policyholder inquiries efficiently, API connections with core insurance systems, and tools for easily creating self-service flows..
Note: Setup and enablement of the Insurance Experience Cloud are managed by Talkdesk. Please contact us if you are interested in implementing this product.
Main Capabilities
Self-Service
The Insurance self-service autopilots make it easier than ever for financial institutions to empower their customers. By implementing our pre-built flows your clients will be able to check on the status of their policy and claim status plus more - all without needing to speak to a live agent.
Reporting
The Insurance Omnichannel Interactions Report is your window to understand how customers interact with your institution. Available in the Explore App, this report ties interaction data to external IDs, like policyholder IDs or account numbers, to provide a unified view of customer activities across channels.
With this tool, administrators can dive into customer communication habits, uncover patterns, and follow the customer journey.
Insurance Connector
Out of the box connectors and public APIs allow customers to integrate with insurance systems for policy administration, claims management, and billing providing agents and automated workflows with real-time access to essential policyholder data.
Insurance Workspace
Insurance Workspace provides a centralized interface for agents, ensuring they have all the critical information needed to address customer requests effectively. Key features include:
- Account Insights
- Policy Information
- Claims Management
For more information, refer to the Configuring the Insurance Workspace and Using the Insurance Workspace articles.