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Introduction

Introduction

Introduction

Onboarding

A simple and clear onboarding process

At Onesurance , we believe in a structured, transparent and collaborative approach to onboarding new customers. Each implementation process is designed to deliver value quickly, without compromising diligence, data quality and adoption in the organization. Below is an overview of the phases and activities in our standard onboarding process.

1. Kick-off and project structure

The onboarding starts with a joint project kick-off with all stakeholders. In this, goals, roles and timelines are aligned. Typical participants include representatives from account management, data teams, IT/BI, and an assigned Customer Success Manager from Onesurance.

  • Establish project structure and communication channels

  • Appointment of a pilot team (often consisting of account managers)

  • Agreements on steering committee meetings (e.g. every two weeks)

  • Planning a workshop with users of the Portal


2. Technical integration

Technical integration consists of linking source systems to the Onesurance data model, via automatic data transformation.

Data sources may include:

  • Policy data

  • Claims data (including fleet/multitak packages)

  • Customer data (relationship data, NAW)

  • Contact moments

  • Accounting systems or ERP/BI links

Technical Activities:

  • Mapping data sources to the standard data model

  • Validation of data completeness and quality

  • First data deliveries for testing purposes

  • Enabling access with SSO and/or enhanced login


3. Data analysis and model initiation

The data linkage is followed by an analysis and preparation phase in which we extract insights from the data, train models and prepare the AI engine for production.

At this stage:

  • Exploratory data analysis (EDA) at the customer and policy level

  • Construction of customer groups and hierarchies (e.g., families/businesses)

  • Model training by insurance business and segment (individual/business)

  • Validation based on recent years (e.g., 2024 as validation year)

  • Explanations for predictions (explainability by relationship)


4. Pilot phaseTop Defend & Top Sales).

The pilot phase takes place with a selected group of account managers and customers. In this phase, we test use, operation and value of the models in practice.

Case examples:

  • Pilot groups working with the Top Defend list: relationships with high churn risks and high customer value

  • Use of the Next Best Policy model within Top Sales

  • Evaluations take place every 2-4 weeks, based on feedback and data improvements

  • KPIs such as contact rates and model hit rates are monitored


5. Evaluation and scaling up

Upon completion of the pilot phase, a joint evaluation will follow in which successes, learning points and suggestions for improvement will be discussed.

Possible next steps:

  • Scaling up from Top Defend to the entire corporate or private portfolio

  • Adding additional models or customer segments

  • Modification or expansion of data links (such as mobility or additional branches)

  • Active supervision of adoption and process integration among account managers


Support during onboarding

Throughout the process, Onesurance provides support through:

  • Customer Success guidance (permanent point of contact)

  • Data engineering and AI support

  • Regular steering committee updates

  • Reachable support for incidents and questions


In conclusion

On average, an onboarding process takes between 4 and 12 weeks, depending on data structure, capacity and scope. We tailor the pace to your organization, with the goal of getting value from data and AI within weeks.

Have questions about the onboarding process or want to schedule an intake? If so, please contact your Customer Success Manager.