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Smart Solutions for Enhanced Customer Digital Interaction



Improved digital interaction for a major insurance player


Evaluated cross-sell quoting versus buying patterns


Demonstrated Customer 360 through AllSight and visualizations in Tableau and ZoomData


Mastech InfoTrellis collaborated with a prominent insurance major, aligning program goals and deriving functional requirements from business needs. The team extended the data model, performed data mapping, and facilitated data synthesis, emphasizing digital interaction optimization. 


Large Insurance Major


Not Specified



Tech Stack

Customer 360

Tags: BI tools IBM Cognos Analytics

The Challenges

  • The client struggled to identify top digital pain points and self-service needs for enhanced customer experience 

  • The client looked for more proactive ways in detecting and addressing digital pain points to improve overall interaction 

  • Lack of clear insights into the effectiveness of cross-selling process amidst high demand to enhance it through implementing next-best-action strategies