#Touchpoint 1: the onboarding phase, where every opportunity for contact is precious

[nrumohammadx1]

When it comes to intercepting a new customer to get him “on board”, every opportunity in which it is possible to establish contact becomes precious, because it is potentially unrepeatable. Even in the insurance sector .

What is digital onboarding in the insurance industry?
The term digital onboarding refers to the process of creating a new lebanon whatsapp resource customer within a company's IT system . Onboarding in the insurance sector occurs using, in an increasingly synergic way, one or more channels managed by the company: from the institutional website to the app to the official profile on social media.

The digital onboarding process develops according to a progression that varies depending on the context and circumstances but tends to include some steps. Starting from the automatic selection of the product by the customer, the insurance company's IT system can:

collect and verify customer information,
formulate a commercial proposal, specifying the characteristics and price of the product,
allow the customer to proceed immediately with the purchase, without having to intervene with a live conversation,
collect the customer's digital signature,
issue reports, summary and recap documents.
In the onboarding touchpoint, digital tools allow you to automatically upload profile data to internal platforms, including CRM. They enable contact interaction with the customer whose data, duly recorded, will flow into a larger ecosystem. As we will see, this allows customer service to offer even more timely and satisfying assistance.