Insurance Scheduling: Why Traditional Field Service Management Fails

Digital transformation has completely changed the way organisations in every industry deliver their products and services—and those that operate in the insurance space are no exception. The promise of optimised processes, digitised administration, a streamlined appointment booking process, and data-backed business insights have captivated insurance companies and inspired them to adopt a more digitally-minded approach.

But many insurance businesses struggle to keep up with ever-evolving technologies, implement truly dat a-driven processes, and meet increasing customer expectations. They often invest in a variety of disparate tools to mitigate these challenges, but doing so typically results in unintentional tool sprawl, data silos, operational inefficiencies, and a poor employee and customer experience. 

An intelligent booking process (backed by powerful tools) can eliminate time-consuming manual tasks and offer greater autonomy for insurance sales advisors and consultants in the field. With the right field service management (FSM) solution, insurance organisations can more easily scale their operations, drive employee satisfaction, and offer total workforce visibility; enabling companies to make meaningful operational improvements that impact their bottom line.