360 Customer View

Purpose

360 Customer View centralizes all client information into a single customer view for the insurance industry, helping overcome the long-known challenge of fragmented client data across emails, calls, documents, CRM, claims, contracts, and interactions.

Primary users

The primary users are external, client-facing users who need a consolidated understanding of a customer in order to support relationship management, opportunity identification, and portfolio surveillance activities.

Where it fits (process/stage/trigger)

This agent fits wherever insurance teams need to bring together dispersed customer information, particularly when preparing for client interactions, reviewing a customer portfolio, identifying up-sell or cross-sell opportunities, or enhancing surveillance such as LCB-FT.

Key capabilities / workflow

The workflow consolidates available client information, checks whether the information is complete, retrieves missing sources when needed, builds a single 360 view of the customer, and highlights whether the consolidated information supports opportunity identification or portfolio surveillance signals.

Inputs

Typical inputs are all available client information, including emails, calls, documents, CRM data, claims, contracts, and interactions. No specific dataset is specified.

Outputs / Deliverables

The output is a single 360 view of the customer, designed to centralize the provided client information and support identification of up-sell or cross-sell opportunities as well as enhanced portfolio surveillance.

Value

The value of 360 Customer View is that it reduces fragmentation of customer information and provides client-facing insurance users with a consolidated basis for understanding customers, identifying opportunities, and improving surveillance of the customer portfolio.