Aegon Life Insurance is a life insurance company based out of Mumbai, India, offering individual and group insurance.
It’s one of India’s renowned Insurance brands & has been awarded multiple recognitions including eBusiness Leader – Medium & Small by World BFSI Congress & Indian Insurance Awards.
- Consolidating XML data + Content & Attachments at scale
- Automating the process which included manual efforts from 2 different business teams
- To create a positive impact on Customer Experience
- Expensive Email Deliveries
- Expensive process of physical letter dispatch to customers
- Creating multi conditional workflows at scale
- Manual workaround for Email and physical letter delivery
The ValueFirst Solution:
Aegon life was looking for a solution that can automatically consolidate policy data & update customers with their policy details on email. The solution helped them structure & synthesize XML data, dynamic email templates & pdf attachments in real-time.
1. Multiconditional Workflows
Our teams created multi conditional workflows from a single XML data source.
2. Custom Logics in every Sub-workflow
We created customized logic in each sub-workflow to determine the compilation basis customer behavior & category.
3. 15+ email modules with hyper-personalization in real-time
There were 15 email modules with multiple template variations that were auto-synced in the flow.
4. Smart PDF Compilation
Our teams created a phenomenon wherein 4 PDFs were merged and converted into a single Policy document in real-time. With the same phenomenon, 5 PDF were generated & served as the renewal receipts.
5. Secure Deliveries
We empowered server to server data transfer, without any 3rd party data center intervention
The consolidated pdfs were digitally signed & password-protected, ensuring security compliances.
- Eliminated manual efforts
- Cost reduction
- Fail-safe mechanism (Alerts & Delivery Analytics)
- Enhanced Customer satisfaction scores
ValueFirst offers very enhanced & customer-centric solutions. The onboarding & development happened without any delay, thanks to the very mature customer services team. We look forward to doing more business with ValueFirst!
- Aegon Life Insurance Company