AI Models & Predictions

We’ve made some important updates to boost our predictions:

The Churn predictions have been enhanced by:

• Excluding customers with recent contact interactions

• Not considering children of parents due to relationship structure

• Omitting customers with only one policy

The new solutions Next Best Policy and Cross- and Upsell have been launched!

• These new AI modules predict the customers most likely to take out more policies and identify which policies are most likely to be relevant to them

• Currently, predictions are available upon request and we are working hard to integrate them into the Portal.

The Portal

We have implemented several improvements related to the use of the Active Customer Management app:

• The landing page is now the action list for advisors, with the management dashboard accessible in the menu

• An additional filter is available for filtering by individual or business relationship type

• Selected filters in the action list are now saved, so they don't need to be reset after every action processing

• Taken actions and their corresponding feedback are now displayed on the customer's detail page

What Updates Are Coming Soon?

• Next Best Policy predictions in the Active Customer Management portal

• A notification if two or more colleagues are working on the same action

Do you have questions or feedback for us regarding these updates? Feel free to email support@onesurance.nl or contact your Onesurance representative.

Best regards,

The Onesurance Team