Gabriela Domaneantu

Customer officer @Wilson insurance broker

Sales & BizDevCall CenterCustomer Support RepresentativeCustomer ResearcherConsulting

Executive Summary: In the past month, Wilson Insurance Broker Company has seen a significant increase in customer acquisition, largely due to the successful implementation of our new digital marketing strategies. However, there has been a slight dip in customer retention rates, indicating a need for improved customer service and engagement strategies. Our customer feedback surveys suggest that customers are seeking more personalized and efficient service. To address this, we propose the introduction of a new customer relationship management system that will help streamline our services and offer more personalized customer interactions. Additionally, we recommend investing in staff training to ensure our team is equipped to deliver high-quality service. Lastly, our market analysis shows potential growth in the health insurance sector, suggesting an opportunity for product diversification. We believe focusing on these areas will improve our customer retention and overall satisfaction.

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