Vonage > Case Studies > Vertafore's Transformation: Enhancing Customer Support with Vonage Omni-Channel Integration

Vertafore's Transformation: Enhancing Customer Support with Vonage Omni-Channel Integration

Vonage Logo
Technology Category
  • Application Infrastructure & Middleware - Data Exchange & Integration
  • Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
  • Finance & Insurance
Use Cases
  • Time Sensitive Networking
  • Usage-Based Insurance
Services
  • System Integration
About The Customer
Vertafore is a leading provider of software services to the insurance market. The company has consistently held a significant market share and has been a strong performer for years. Vertafore's revenues have been healthy and its customer satisfaction scores have regularly come in at a solid 8.7 out of 10. Despite these successes, the company recognized the need for improvement in its customer support department, particularly in terms of reducing hold times, improving the overall customer experience, and expanding access to chat support.
The Challenge
Vertafore, a leading provider of software services to the insurance market, was facing challenges in its customer support department. Despite having a strong market presence and high customer satisfaction scores, the company was struggling with long hold times, a need for improved customer experience, and a demand for more communication channels. Customer surveys revealed that the average hold time of 160 seconds was negatively impacting customer satisfaction. Even though Vertafore’s customer satisfaction ratings were above industry standards, there was still room for improvement. Additionally, customers expressed a desire for more access to chat support. Vertafore had a chat system in place, but back-end processes made it difficult to respond to customer inquiries via chat in a timely manner.
The Solution
To address these challenges, Vertafore turned to Vonage Contact Center for Salesforce with Omni-Channel Integration. The company set three objectives: reduce call times, raise customer satisfaction scores, and expand omni-channel support. To reduce hold times, Vertafore cross-trained its reps to assist with products that had high hold times. This strategic allocation of resources led to a significant reduction in hold times. To improve customer satisfaction, Vertafore launched a gamification program to motivate reps and focus their attention on customer satisfaction. The company also utilized Vonage Contact Center's whisper feature, which allowed managers to listen to calls and train reps on specific skills. To expand omni-channel support, Vertafore leveraged Vonage's solution to run multiple chat sessions simultaneously and answer calls at the same time.
Operational Impact
  • The implementation of Vonage Contact Center for Salesforce with Omni-Channel Integration led to significant operational improvements at Vertafore. The reduction in hold times not only improved customer satisfaction but also revealed that the customer service team was overstaffed, leading to a more efficient allocation of resources. The gamification program and the use of the whisper feature for training helped to raise customer satisfaction scores. The expansion of omni-channel support, particularly chat support, allowed Vertafore to better meet customer needs and preferences for communication channels. Overall, the changes implemented by Vertafore resulted in a more efficient, effective, and customer-centric support department.
Quantitative Benefit
  • Increased customer satisfaction scores from 8.7 to 9.2 out of 10
  • Reduced average hold time by 125 seconds
  • Expanded chat instances from 1,000 per quarter to between 3,500 and 4,000

Case Study missing?

Start adding your own!

Register with your work email and create a new case study profile for your business.

Add New Record

Related Case Studies.

Contact us

Let's talk!
* Required
* Required
* Required
* Invalid email address
By submitting this form, you agree that IoT ONE may contact you with insights and marketing messaging.
No thanks, I don't want to receive any marketing emails from IoT ONE.
Submit

Thank you for your message!
We will contact you soon.