Case Study: Helvetia Insurance strengthens customer loyalty with jrni

Helvetia Insurance streamlines 800+ advisor bookings with JRNI

Helvetia Insurance, a major Swiss insurance group, sought to digitalize and streamline its customer consultation appointment process to save time for its advisors and improve the customer experience. They partnered with the vendor JRNI and implemented its digitalization suite for appointment scheduling.

The solution from JRNI provided a flexible, multilingual booking platform that integrated seamlessly with Helvetia's consultant landing pages and Office 365 calendars. This saved consultants significant time, allowing them to make more appointments per day and have a better client overview. JRNI’s secure, GDPR-compliant platform also automatically fed information into Helvetia's CRM system, creating a more efficient process and strengthening customer loyalty.

Helvetia Insurance