Unleashing the Power of the Single Policyholder View

Unleashing the Power of the Single Policyholder View


Available On Demand
Duration 60min
Nathan Golia
Senior Editor of Insurance & Technology
Nathan Golia
Nathan Golia is senior editor of Insurance & Technology. He joined the publication in 2010 as associate editor and covers all aspects of the nexus between insurance and information technology, including mobility, distribution, core systems, customer interaction, and risk management. He is a frequent speaker and moderator at live and online events held by both I&T and third parties. A veteran of the trade press, Nathan worked as a database marketing reporter and copy editor for Direct Marketing News, as well as an assistant editor for The Toy Book, before coming to I&T. He is a graduate of Buffalo State College and a proud Western New York native.
Chad Hersh
Managing Director
Chad Hersh
Known for his expertise on core insurance systems, Chad Hersh was the primary researcher and author of the market leading reports on insurance core systems, and is a widely recognized expert on the topic who has presented at numerous conferences and conducted numerous vendor selection projects for U.S. and international insurers. Chad joined Novarica from analyst firm Celent, where he spent five years after serving as an e-business director and IT strategist at AIG American General. He holds a bachelors degree in economics and a masters degree in accounting with a concentration in management information systems from Rice University, where he has also taught consulting and e-business.
Tom Feher
Financial Services Industry Director
Tom Feher
Abhijeet Jhaveri
Chief Marketing Officer
Abhijeet Jhaveri
Mr. Jhaveri joined ValueMomentum in October 2002 and serves as Chief Marketing Officer.

Mr. Jhaveri has 15 years of professional experience in sales and marketing. Prior to this role, Mr. Jhaveri held sales and account management roles where he led the acquisition and expansion of key industry accounts, in addition to corporate marketing.

Mr. Jhaveri is responsible for Practice Management, Alliances & Marketing for ValueMomentum. In his role as Head of Practice Management, he is responsible for developing differentiated technology service offerings for ValueMomentum to directly impact client and revenue growth. He is also responsible for developing marketing strategy, working closely with the product, practice and vertical teams and with strategic partners.

Prior to joining ValueMomentum, Mr. Jhaveri worked with Advanced Interfaces in North America, and Wizcraft International, in India.

Mr. Jhaveri holds a Master’s degree in Commerce and Economics from Sydenham College, Mumbai, India and an MBA from Penn State University’s Smeal College of Business, PA.

The robust data capabilities of on-and offline retailers are influencing the way policyholders want to interact with their insurance companies. In order to provide a consistent, top-of-the-line experience across channels, insurers must break down the silos preventing producers, claims professionals and the marketing department from developing a single customer view. With a clear profile of each policyholder, service can be empathetic and effective and keep that person as a customer for years to come. Effectively leveraging next-generation CRM technology goes a long way toward increasing customer retention in an increasingly competitive insurance market.

In this webcast, featuring guest speakers Abhijeet Jhaveri, Tom Feher, Chad Hersh and moderated by Insurance & Technology senior editor Nathan Golia, you will learn:

  • How carriers should define "single customer view," and what characteristics are possible now and in the future
  • What being a customer-centric enterprise means in the era of Zappos and Amazon
  • How to integrate new CRM technology in legacy or modernized core system environments

Register today.

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