5 reasons for video consulting: increased efficiency and quality

Jeremy Kehrli
27.06.23
23:11

Benefit from an increase in efficiency and quality in sales thanks to video consulting!

Discover the video consulting revolution! In this article, you will learn how companies can make their processes more efficient and optimize the advisory experience for their customers.

1. create an interactive customer experience

The use of video consulting creates various opportunities to create an interactive customer experience. For example, insurance companies can create an interactive customer experience by using modern software solutions. Virtual consulting rooms allow customers to actively participate in the conversation and visually exchange information with the help of interactive whiteboards. Complex insurance products can be better understood through interactive simulations and gamification. Customers can even track a claim interactively. This form of video consultation not only allows for questions and ideas, but also offers a customized experience that meets individual needs.

2. attractive entry into digital customer experiences and processes

Video consulting can be a springboard for digital services and processes. Digital contract signing and onboarding save customers time and branch visits. Self-service solutions in conjunction with video consulting allow customers to complete tasks flexibly. This means increased efficiency for advisors and customers thanks to reduced effort and less potential for errors.

3. compliance and documentation thanks to recording options

One major advantage of video counseling is the ability to record counseling sessions. This enables precise quality control and evaluation and can replace or facilitate regulatory documentation processes. Recorded sessions can be used for future analysis, reference and training purposes to ensure that company standards and best practices are adhered to. Customers also benefit from the recording: they can watch complex topics again at any time. Video consulting also offers automated logging options.

4. competence and efficiency through smart appointment sequencing

Video consultations offer direct communication and fast decision-making. They optimize the use of time and make it easier to coordinate appointments with customers. Subject-specific appointment series also enable shorter, targeted consultations. If necessary, specialists can also be consulted for complex issues. If several decision-makers need to be involved in the conclusion of a contract, they can also be easily connected for a specific part or just for a digital signature.

5. time savings and flexibility

Conclusion

The flexibility of video consulting makes it possible to arrange consulting appointments regardless of geographical distance and at different times of day, which enables improved communication and more efficient collaboration. With interactive tools such as whiteboards, simulations and virtual environments, complex insurance products come to life and customers can actively participate in the advisory process.

However, video consulting goes beyond increasing efficiency and flexibility. It also offers digital connection points for additional services and processes that make the customer experience even more comprehensive. Recording capabilities allow consultation sessions to be analyzed and used for training purposes to ensure that company standards are maintained. At the same time, customers can benefit from the recordings by being able to retrace and understand complex topics.

However, the real highlight of video consulting is the creation of an interactive customer experience. Interactive tools and virtual environments allow customers to actively participate, ask questions and contribute ideas. Insurance companies can communicate complex concepts in a fun and informative way and help customers make the right decisions.

Video consulting is not just a technological advance, but an opportunity to revolutionize the insurance experience and inspire customers on a new level. It offers efficiency, flexibility, digital integration and, above all, an interactive customer experience.

If you want to know where you stand and how you can further optimize your video consulting skills with just a small investment, register for a non-binding preliminary discussion for a quick assessment by PRAGMATICA.

Our consulting firm PRAGMATICA has been supporting clients from the financial services industry in their digital transformation for over 20 years. We are experts in the implementation of effective video consultations, self-services and digital contract processing as well as onboarding with real added value. With our hands-on approach and a long track record of success, we have established ourselves as a Swiss consulting firm and can guarantee targeted personal and digital sales interaction with seamless processes.