During the COVID-19 pandemic, Clal faced an increased load on its customer service centers due to customer concerns about their accounts. At the same time, more customers tried to contact Clal on multiple digital channels.

Clal faced several challenges in managing its vast insurance services:

• Managing increasing overloads on contact center agents 
• Centralizing communications from all engagement channels 
• Expanding insurance services to multiple messaging channels, available 24/7
• Measuring agent performance and patient satisfaction in real-time

The Solution

Tailored Insurance for all, driven by humans and self-service chatbots

CommBox offered Clal a unique solution, unifying multiple assets under one roof: B2B center, insurance field agents, B2C center, claims, health, traveling, pension and other departments – all connected to one AI-driven omnichannel platform.  

CommBox’s solution included:

• A unified inbox to manage all communications across channels: WhatsApp, SMS, Facebook Messenger, email and more. 
• Routing engine to transfer calls to the most skilled and available agent.
• Self-service chatbots– providing 24/7 assistance on messaging channels. 
• Integration – Clal Insurance successfully integrated CommBox into its operational systems, streamlining customer interactions and eliminating the need for separate email applications like Outlook.  The integration also provided high levels of personalization for customers, employees, and partners. 

– Customers – CommBox enabled the secure delivery of personalized financial information through a strict authentication process. 

– Agents – personalized notifications were sent whenever a conversation was assigned or updated. 

– Partners – CommBox enabled partners to generate leads from end to end under-regulated government APIs.

This integration empowered Clal Insurance to deliver a unique and tailored experience at every level of interaction.

The chatbot squad

One of the most strategic decision made by Clal, is to offer automated insurance services 24/7. Clal utilized CommBox’s technology to deploy a team of automated agents – the Chatbot Squad. 

These smart chatbots can handle various types of requests including changing a policy, document retrieving, travel insurance assistance, quotes, status, lead qualification, customer satisfaction collection and more.

Clal’s chatbots were designed to have a more personal touch by assigning each bot with a unique avatar based on real human agents. These avatars help create a more relatable and engaging interaction for customers, while also providing a sense of familiarity and trust with the brand.