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For eBusiness & Channel Strategy Professionals

Case Study: Digital Solutions Help Migdal's Agents To Master A Multi-Touchpoint World – A Social Computing Report

January 05, 2012

By Benjamin Ensor, Sabine Poltermann with Ellen Carney, Myriam Da Costa

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Why Read This Report

eBusiness and channel strategy professionals at insurers face a strategic dilemma — managing the in-person agent field force while migrating services online. Israeli insurance provider Migdal, developed a series of online and mobile tools to help independent agents to better link agents to the customers' multichannel journey. One year after launch, Israeli independent insurance agents nominated Migdal as the preferred insurer to work with based on its digital sales tool — a demonstration that there is a strong demand among independent advisors for mobile access to information about customers.
Tags: Customer Experience Management, Customer Relationship Management (CRM), eCommerce, Financial Services, Insurance, Mobile Channel for Consumers, Multichannel Selling Strategies, Online Financial Products & Services, Packaged Applications, Social Computing, Web 2.0
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TABLE OF CONTENTS

  • Situation: Migdal Faced Channel Conflict As Customers Moved Online
  • Best Practice: Migdal's Multichannel Approach Helps Agents With Digital Tools
  • Best Practice Results: Migdal's Agent Applications Drive Sales And Reach
  • Next Steps: Migdal Plans For Social Tools And Mobile Transition

  • RECOMMENDATIONS

    The Main Things You Can Learn From Migdal
  • Related Research Documents
 
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