KTX Improves the Insurance Customer Digital Experience

A 2018 ICTA nomination

Toronto, ON (Jan. 12, 2018) – KTX Insurance Brokers is leveraging the ClientDesk platform to be its primary point of engagement and connection with its customer base. By utilizing marketing campaigns, contests, changes to IVR architecture, insertion in our QA standards, signatures, and a website overhaul, KTX clients know they have now have access to their information and their broker team through our mobile apps and web portal.

Today, KTX customers using the platform can:

  • Access their policies and digital policy documents, including electronic pink slips.
  • Click to Call and Click to Request a Call – Client need only click a button and a broker will call them right away.
  • Instantaneously chat with our licensed team of brokers.
  • Submit policy change requests.
  • Submit media rich FNOL.

Additionally, KTX is using the platform to proactively engage with segments of its user base by pushing notifications for value added services and coverages.

KTX selected the ClientDesk platform after complete and thorough examination of all available technologies and believe it is the best tool in the marketplace with which to drive engagement and bring value to their customers.

Building the Relationship

Early returns have shown reduction in servicing loads by 3% as well as the benefits of resource smoothing and more frictionless customer experience. Early feedback from KTX customers on the platform indicate the value add of a client app and portal for information and broker access is overdue and appreciated. In addition to continued refinement of the UI, new functionality is being added regularly as we gain insights from our consumers in what they value in terms of self service and engagement.

About KTX Insurance Brokers

KTX is a leading digital brokerage that has grown 100% of its book through online channels. As a full service brokerage, KTX is dedicated to enhancing and optimizing the digital client experience through technology.

About ClientDesk

ClientDesk is Canada’s leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSRs.

The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs.

SOURCE: KTX Insurance Brokers

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