This is our complete guide on how to use SMS messaging to optimize engagement especially when it comes to self-guided applications.
The Fastest Way to Launch a Self-Inspection Program
Guided Self-Inspections are a fast way to launch an enhanced loss control program with either in-house or a third party vendor.
Why Take 12 Months to Launch?
Get your self-inspection program going TODAY! With the speed of insurance, it is easy to burn up 1 year in just getting the first inspection complete.
Let’s talk about where the hold ups occur. IT and Workflow design take the most time in getting a self-service inspection program off the ground.
Even when that is complete, there is no certainty about how well your policyholder demographic will respond or engage. You won’t really find out till you get started.
Self-service is great except when you cannot engage or connect with the client to get the process started. What impacts engagement levels:
Engagement is the first step to getting a completed self-service inspection. Here is what impacts the completion rate:
Engagement and completion results are heavily impacted by the timing of the invitation or the placement position in the policy lifecycle. Here are some tips on optimizing at each stage:
Solo vs. Guided
What’s the difference?
Solo self-service is an inspection where you rely solely on invitation to drive engagement. This is very dependent on timing, incentives and channel choice.
Guided is when a human interaction AND an invitation is used create engagement. A guided workflow allows for more options to match the underwriting needs:
In-House or Vendor?
Guided self-service platforms can be used by carrier, agent or vendor.
Guided workflows are optimal for an In-House approach. This allows you to power up your field staff and keep them working from home or office and expanding their reach while eliminating transportation overhead.
If you do not have the available staff for in-house, your vendor inspector can rapidly adopt to a “desk inspect” approach.
Just Order It!
The absolute fastest and easiest way to test drive self-inspections is to order guided inspections from a vendor with a robust self-service inspection platform. This way you are ordering an inspection just as you would have for a field inspection. All you have to do is check out their capabilities for delivering a guided self-inspection product for personal lines and commercial lines.
Moving It To The Field
Depending on your workflow and approach, you will range from 30% to 85% completed self-inspections. For those that do not get completed you can move them to the field. Here is how to do it:
Guided is already optimized for best engagement.
From day one you will get results that are easy to evaluate against your program metrics and goals.
With a platform like ViewSpection, all the workflows have been designed and tested.
The results will give immediate insights into the responsiveness of your policyholders.
You can make immediate tweaks to the process to optimize the app, the workflow, and the reporting.