Trend change in the insurance industry: Strengthening the service with a personal client portfolio manager for the insured Israel today

Personal accompaniment is the name of the game:

for the first time in the field of insurance, the "Touch Insurance" company is launching a new course of managing a personal client portfolio for each insured.

Each client will be assigned a personal client portfolio manager who will handle all insurances and referrals and will be updated on everything that is done in his policies.

The customer will receive a direct telephone number to the portfolio manager, in addition to all the digital services available to him.

Studies show that insurance products are perceived by customers as "trust products", and in many cases they do not know how to express an opinion about its quality or suitability for their real needs - but trust a representative who has a uniform insurance product for them.

Studies also show that customers sometimes experience a crisis of confidence when applying to the insurance company, since most companies are bureaucratic and cumbersome.

In our "Touch Insurance" strategy, the strategic concept is that "the customer is at the center."

This concept is supported by the service he receives from end to end by the personal portfolio manager and the entire staff, who undergo training in the service. The client receives a perfect envelope already in the first conversation with us. The same throughout the life of the policy, in innovations, updates, claims and more.

To schedule an appointment with a personal client manager, you can contact Batya.bas@touch-ins.co.il

In the digital age, where all purchasing and service operations are available on our online site, the combination of a digital company and human capital gives the customer a sense that there are people who are for him.

The hybrid company model is designed to support all digital services.

The client portfolio manager emphasizes personal accompaniment and simple explanations, believing that a distinct service provides value to the client.

We believe that the challenge in today's digital age is "real-time human contact." 

Udi Dagan, CEO and owner of Touch. Leads a revolution in digital insurance in the form of the "objective agent", Photo: PR

"Touch Insurance" is the first objective insurance broker in Israel.

Udi Dagan, the CEO and owner of the company, has been leading the digital insurance revolution in recent years by building a digital insurance broker model in the "objective agent" format, which works with all insurance companies with a uniform fee and full transparency.

The quality of the product and service are the cornerstones of the company he leads.

The wide variety of types of insurance products - car, apartment, health, abroad, pets, business and more, are what gave birth to the need for a personal portfolio manager. And excel in excellent personal service.

The ability to get down to the details and help customers quickly and efficiently through a personal team that specializes in the field and goes hand in hand with the customers all the way, are what establish the differentiation in the insurance field that we lead.

To schedule an appointment with a personal client manager, you can contact Batya.bas@touch-ins.co.il