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Customer proximity and convenience

Customers want simple insurance solutions that make sense. Helvetia is present wherever protection needs arise. With insurance, pension and investment solutions from a single source and simple products and processes. Embedded insurance is a good example of this, as customized Helvetia products are implemented directly in the purchase process. But chatbot Clara and a range of blog posts also bring Helvetia closer to its customers, too.

Helvetia continues to set standards in innovation and customer experience with its digital assistant Clara. The pilot project was launched in spring 2023 and provides an easy way for customers to ask questions and describe issues via the Helvetia website. Now that the trial period has been successfully completed, Clara is going live with immediate effect as a standard service incorporating the latest generative AI technology. According to Jan Kundert, Head Customer and Market Management and Member of the Executive Management of Helvetia Switzerland: "We are delighted that our ChatGPT project has been well received by our customers. Our focus moving forward will be on tailoring what is now Helvetia's key self-service channel even better to user requirements."

Also of interest: interview with chatbot expert Sophie Hundertmark

International cooperation in the expat segment
Helvetia is expanding its customer care across national borders. Customers who move abroad – expats – are notified of the option of keeping their insurance within the Helvetia Group. This underscores Helvetia’s focus on new opportunities and on being close to its customers.
Turning customers into fans
In order to be even more successful in the future, Helvetia wants to turn its customers into fans. Jan Kundert, Head Customer and Market Management in Switzerland, knows that every contact is an opportunity to inspire customers.
More customer proximity with exciting blog posts
With easy-to-understand editorial contributions on topics relating to insurance and pensions, Helvetia creates not only trust, but more proximity to customers, too.
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