Unified Customer View: The Key to Smarter Insurance Brokerage

In today’s competitive insurance environment, brokers who adopt a unified customer view gain a significant edge. This article explores how integrating policy data, claims insights and engagement history into a 360-degree profile improves personalization, drives cross-sell opportunities and enhances customer loyalty. Brokers will discover key considerations for implementing this capability—ranging from data governance and system integration to actionable analytics—and why achieving one consistent customer perspective is increasingly becoming the “holy grail” for modern insurance distribution.

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