Case Study: Helvetia enhances customer consultations with Flexperto

Helvetia - Customer Case Study

Helvetia, a leading Swiss insurer, wanted to preserve the personal, face-to-face style of its advisory experience while meeting growing customer demand for digital channels. To do this, the company looked for an agile, multilingual IT partner and adopted Flexperto’s online consultation platform to support its customer conversations digitally without losing the personal touch.

With Flexperto, Helvetia introduced a full digital sales and consultation workflow, including online appointment booking, video chat, screen sharing, co-browsing, document collaboration, and mobile contract signing. The rollout helped agents conduct more than 20 meetings per month during the pilot, cut average consultation time to 24 minutes, and delivered strong customer satisfaction results, with 80% of customers reporting an outstanding experience and 85% saying they would renew their experience.

Helvetia

Michael Streich

Head of Projects and Sales Processes