Chubb North Star Customer Experience Journey

Chubbs frontline faces challenges in customer interactions, digital tools, visibility and a holistic understanding of customers.

Client

Chubb

Category

Insurance

Role

UX/UI/Interaction Design, Storyboarding, Contributed in Research, Concept Development

Timeline

2 months, Aug 2023 - Nov 2023

OUR
APPROACH

Chubb’s frontline faces challenges in
customer interactions, digital tools, visibility
and a holistic understanding of customers.

Interviews & Workshops

To understand and uncover the areas of opportunities for the buying, servicing and repurchase customer journey, the team conducted a series of stakeholder interviews and agent, telemarketing and call center workshops across 3 regions – Hong Kong, Thailand and Indonesia to understand the process journey, tools, touch points and pain areas from their standpoint in engaging with customers along the journey


Playback and Co-Creation Session
  • A playback of the synthesis of the research conducted will help bring in outside-in inspiration of what good looks like to inspire Chubb’s teams on what good looks like.

  • An open and collaborative session has been scheduled in Bangkok (8-Sep) and Hong Kong (12-Sep) with our core teams, Accenture SME’s and stakeholders to ideate on the identified areas of opportunities in the discovery phase.



North Star Definition and To be Journey Maps
  • Define Chubb’s NorthStar experience as a hybrid insurer that interlocks telemarketing with agents, general insurance and life, with intended To-Be Journeys

  • Highlight areas of improvement identified through the assessment process, along with resulting outcomes.


FINDING

Validated the current journey across
three distribution channels
to understand the present state
To-be journey

Actionable insights based on NorthStar customer-centric vision to help Chubb improve digital capabilities and optimize the customer buying journey, and bring forward for detailed technical feasibility and enablement study in the next phase

DESIGN CONCEPT

Aims to streamline operations and improve
user engagement, providing agents with
essential resources to better serve
customers and drive sales

Propose a comprehensive design concept for the next steps Chubb can take to enhance execution. This includes detailed features for the Agency Content Hub, Agent Sales Tool, and Customer Servicing Tool