Advances in Technology: Transforming Policyholder Onboarding with Personalized Engagement

Onboarding is one of the most critical post-sale touchpoints—it’s where customers form lasting impressions of your brand. In fact, 86% of customers say they will stay loyal to a company that provides onboarding and continuous education.

In this roundtable and demo, hear from Chris Cummings, Product Development Director, and Rodney Frye, Senior Director, Sales and Partnerships, as they discuss and demonstrate how personalized, interactive video and AI-powered chatbots can redefine the policyholder onboarding experience.

Streamline onboarding, elevate satisfaction, and improve retention—starting at the very first interaction.