Tuesday, February 21, 2012

Getting together: can wikis and private virtual worlds create better relationships between insurers and customers?(Technology: Web 2.0)

Though the economic outlook appears to be brightening, most insurers are continuing to face challenges around revenue growth and profitability.

Traditionally, the industry has been slow to adopt new technologies, but there has been a significant interest in assessing whether Web 2.0 tools, from wikis and blogs to online communities, can improve business outcomes.

Web 2.0 technologies provide powerful levers for organizations to improve the effectiveness and efficiency of business activities that take place in the contexts of external and internal processes.

These levers can be categorized into Content, Community and Commerce. (See Table 1.)

The ever-increasing spectrum of available technology means that insurers need a lens to identify what would be relevant to them. Utilizing the following three perspectives can help create the right business case, get buy-in from key business stakeholders and ensure implementation is aligned to deliver desired business outcomes:

Business Outcome perspective. Insurers can choose one or more key business outcomes of an organization and identify technologies that could be relevant to achieving goals. Key business outcomes include revenue growth, cost containment and improved customer and employee experiences.

Stakeholder perspective. Web 2.0 technologies can be targeted to address three key stakeholders: employees, customers and partners such as distributors and suppliers. Insurers that are conservative have tried to use Web 2.0 initially for operational effectiveness through employee collaboration (internal blogs, wikis, discussion forums, podcasts) before venturing into investments towards distribution (RSS, portal on mobile, comparison shopping) or customers (rich Internet applications, live agents, online sales portals and the like).

Business Value Chain perspective. Some organizations tend to identify focus areas for growth and differentiation in certain parts of the value chain. Insurers may consider new business and underwriting processes as a competitive advantage. Others could view distribution or customer service as key focus areas. Once insurers identify their focus areas, they can identify which Web 2.0 technologies could help them fulfill their business drivers.

Insurers could combine these three perspectives with Web 2.0 technology options and its application levers to make Web 2.0 relevant to their organization.

For example, one leading insurer has identified revenue growth as a key business outcome and encouraged its IT department to explore how Web 2.0 can help. The insurer started exploring how information that's available on social networking sites could be used to identify potential prospects for selling life insurance, and create a detailed report on the prospects along with options for touch points through referrals.

These reports should help the agents improve their productivity and sales conversion. In this case, stakeholder focus and business value-chain impact are clearly developed to deliver business outcomes leveraging Web 2.0.

Table 2 shows other examples of methods that insurers can use to set and meet goals.

For effective Web 2.0 adoption, insurers can use these approaches to identify relevant Web 2.0 technology options and the application levers that impact the business process, as well as stakeholders' and business outcomes.

Web 2.0 technologies can help introduce products faster, make products more relevant to potential customers and improve sales conversion as well as stickiness with policyholders. These technologies can also help improve distribution effectiveness, operational efficiencies in home-office environments and employee engagement.

By identifying the business outcome and applying an appropriate technology matched with the right stakeholder audience, insurers can leverage the power of Web 2.0 to improve their bottom lines as well as their service and organizational cultures.

Key Points

* At Issue: Web 2.0 tools, from wikis and blogs to online communities, can improve business outcomes.

* The Situation: Web 2.0 technology can help insurers introduce products that are more relevant to potential customers and that improve policyholders' loyalty to their brand.

* What Needs to Happen: The ever-increasing spectrum of available technology means insurers need to identify ways to involve Web 2.0 in their operations.

Contributors: Mayank Gupta is principal architect at Infosys Technologies. He may be reached at mayank_gupta@infosys. com. Siva Nandiwada is associate vice president of the insurance, health care and life sciences practice at Infosys. He can be reached at siva_nandiwada@infosys.com.

Table 1:Categorization of various Web 2.0 technology options and examplesof their application. (Examples are also categorized as "maturepractice," "emerging practice" and "futuristic practice."            Application     Web 2.0Category    Lever           Technology       Examples of ApplicationContent     Content         Virtual          Pod casts/vodcasts of            Visualization   Worlds,          newly introduced products                            Vodcasts,        can be made available to                            RIA              agents as well as                                             customers. *                                             Agent training through                                             private virtual worlds,                                             which can also help in                                             meeting certification                                             requirements. ***            Content         Mash-ups         Underwriters can receive            Aggregation                      a mash-up consisting of                                             the forms filled, medical                                             reports from the                                             provider's systems,                                             application status from                                             workflow systems and                                             additional client details                                             from CRM systems. **            Content         Wiki             All product features can            Customization                    be maintained in a wiki                                             and continuously updated                                             with any changes due to                                             market/regulatory                                             requirements. These can                                             be made accessible to                                             employees for various                                             internal uses.**            Content         RSS,             Agents can receive            Search and      Tag Clouds       constant feeds from the            Push                             home office on the new                                             product plans,                                             market/regulatory                                             information, sales                                             related updates, etc. *                                             Agents could use tag                                             clouds on the extranet to                                             periodically view the                                             information they want.                                             Insurers can also view                                             what agents are seeking.                                             ***Community   Collective      Blogs, Wikis,    Council of insurance            Intelligence    Forums, User     agents/brokers on                            Reviews and      Linkedln. My Cup of Cha                            Ratings,         blog  (ING-China) was                            Microblogging    created in Asia-Pacific                                             region.            Peer-to-Peer    Social           Peer-to-peer insurance,            Networks        Networks, P2P    which is based on pooling                                             people together to insure                                             each other at rates                                             cheaper than they                                             currently pay, without                                             automatically losing the                                             money they pay as                                             premiums. **            Collaborative   Shared Team      Insurers are working with            Content         Space            their offshore IT            Generation                       partners toward product                                             road-map development and                                             other business                                             initiatives. Shared team                                             space would be an                                             excellent platform for                                             managing requirements,                                             product  features, etc.                                             **            Community       Social Network   One leading insurer is            Analytics       Mining           exploring an opportunity                                             to leverage social                                             networks for potential                                             prospect lists, details                                             and prospect referral                                             options using analytics.                                             **Commerce    Dynamic User    Live Agent       Complementary, contextual            Help            Chat, Voice      product suggestions on                                             the website for end                                             users. **                            Over Internet    Live chat with an                                             insurance agent at                                             Progressive. **                            Protocol         Live chat for recruitment                                             of agents used by State                                             Farm. **            Comparison      Tickers          Progressive earned the            Shopping                         Web Marketing                                             Association's Web Award                                             for "Best Insurance                                             Website" due in part to                                             its scrolling "ticker"                                             feature that provides                                             competitors' rates. *            Product         Rich Internet    Insurance customers can            Customization   Applications     use a self-service                                             website to create a                                             policy  tailored to their                                             needs. **** Mature Practice in the insurance industry based on experienceof the authors.** Emerging Practice in the insurance industry based onexperience of the authors.*** Futuristic Practice in the insurance industry based onexperience of the authors.Table 2: Tying Web 2.0 technology to delivering business outcomes.                   Stakeholder       Business Value ChainBusiness Outcome   Focus             ImpactedRevenue Growth     Policyholder      New Business Acquisition                   Agents            New Business Acquisition                   Home Office       Product Development                   Home Office       New Business Acquisition                   Policyholder      Marketing and PRCost Containment   Underwriters      New Business Acquisition                   Agents            Training and Development                   Home Office       New Business Acquisition                   Home Office       ClaimsImprove Customer   Policyholders     MarketingExperience                   Customer          Policyowner Servicing                   Service                   RepresentativesImprove Employee   Home Office       Employee EngagementExperience                   Stakeholder       Application        TechnologyBusiness Outcome   Focus             Lever              OptionRevenue Growth     Policyholder      Immediate sale     Live Agent                                     of products to     Chat                                     prospects                                     through timely                                     information                                     sharing.                   Agents            Increasing         Social Network                                     referral options   Mining                                     for optimal                                     prospecting.                   Home Office       Reduce the time    Shared Team                                     to introduce new   Space                                     products by                                     leveraging                                     improved                                     awareness and                                     understanding of                                     business                                     requirements.                   Home Office       Providing          Rich Internet                                     comparison         Application                                     shopping                                     features on                                     sales portal.                   Policyholder      Leverage social    Social Network                                     networking                                     community to                                     create a                                     positive message                                     about the brand/                                     product/service                                     offered.Cost Containment   Underwriters      Leverage           Mash-ups                                     application data                                     mash-ups to                                     improve                                     underwriting                                     productivity and                                     effectiveness.                   Agents            Cost-effective     Private                                     training of        Virtual Worlds                                     agents through                                     private virtual                                     worlds.                   Home Office       Cost reduction     Rich Internet                                     through            Application                                     disinter-                                     mediation                                     of agents by                                     selling policies                                     online through                                     sales portals.                   Home Office       Internal           Wikis,                                     knowledge          Discussion                                     management of      Forums                                     potential fraud                                     scenarios during                                     claims                                     processing, to                                     improve                                     productivity and                                     reduce errors.Improve Customer   Policyholders     Social             Social NetworkExperience                           networking site                                     for a niche                                     target segment                                     to understand                                     customer                                     preferences and                                     create a                                     positive image                                     of the insurance                                     company.                   Customer          Improve customer   Live Agent                   Service           experience for     Chat                   Representatives   tech-savvy                                     consumers by                                     using live agent                                     chat.Improve Employee   Home Office       Improve employee   Wikis, Blogs,Experience                           communication      Discussion                                     and engagement.    Forums,                                                        Podcasts,                                                        Vodcasts, etc.

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