Jacada
Jacada

Jacada for Financial and Insurance Services

For financial and insurance services companies, a thorough understanding of a customer’s often-complex relationship and history is difficult under the best of circumstances. Customer service representatives (CSRs) are often forced to deal with complex, disjointed applications, leading to CSR dissatisfaction and poor customer service scores. When CSRs can focus on a client rather than on applications and tools, they are more effective, productive and better able to positively impact customer satisfaction… not to mention revenues.

Jacada has an extensive and proven track record of providing effective solutions for customer-facing representatives. By working with some of the largest and most prestigious financial and insurance services companies in the world – including Fortune 500 companies such as Nationwide Insurance – Jacada has built and successfully deployed customer service solutions which deliver:

  • Integration of CSR roles - across both claims and service
  • Reductions in policy and claims processing time and costs
  • Dramatic improvements in the "customer experience"
  • Increased revenues
  • Greater staff retention and significantly shorter training times

Download our Industry Solutions for Insurance brochure
Request more information about our Financial and Insurance Services solutions

"We selected Jacada due to the time-to-market advantages of their software and approach, and their expertise and success in simplifying and automating customer service processes. The Jacada WorkSpace unified service desktop provides a flexible, adaptable and scalable solution that is very compatible with our existing infrastructure and strategic direction, and should deliver a quick return on our investment. The ability to implement the solution quickly, without modifying our existing systems or infrastructure, was key in our decision to go with Jacada."
– Srinivas Koushik, Chief Information Officer, Nationwide Insurance

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