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LivePerson > Case Studies > Sun Life Direct Partners with LivePerson to Assure Online Customer Satisfaction
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Sun Life Direct Partners with LivePerson to Assure Online Customer Satisfaction

Technology Category
  • Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
  • Finance & Insurance
Applicable Functions
  • Business Operation
  • Sales & Marketing
Services
  • Software Design & Engineering Services
The Challenge
Sun Life Direct, a well-known brand in the UK life assurance sector, was facing a challenge with its digital marketing strategy. The company's customers traditionally applied via telephone or paper from traditional direct marketing advertising. However, with the increasing amount of time consumers now spend online, particularly when it comes to researching and purchasing products, Sun Life Direct realized that it needed to offer an online service to its customers, comparable to its offline one, and maintaining high customer service standards was key to this. The company also wanted to set up a digital platform that would facilitate the marketing of new products to customers with a different demographic profile. Its existing target customers are typically late-adopters of digital technology and sometimes need help in making the switch to online applications. For reasons of cost, expertise and efficiency, online customer service would need to be handled by Sun Life Direct’s existing customer telephone enquiry service, operated by 2Touch, based in Sunderland.
About The Customer
Sun Life Direct is a familiar brand in the UK life assurance sector, trading for over 200 years. The company is well known for its TV and press advertising, featuring Michael Parkinson, and for satisfying needs via a direct one-to-one relationship with its customers who are predominantly aged 50+. Sun Life Direct is part of the AXA Group and has a reputation for high-quality customer service. The company's customers traditionally applied via telephone or paper from traditional direct marketing advertising. However, with the increasing amount of time consumers now spend online, particularly when it comes to researching and purchasing products, Sun Life Direct realized that it needed to offer an online service to its customers, comparable to its offline one.
The Solution
Sun Life Direct identified LiveEngage, LivePerson’s digital engagement platform, as a potential solution to a number of business challenges that it faced. The company deployed Live Chat initially to help increase the conversion rate of applications online. LivePerson’s intelligent engagement capability enabled Sun Life Direct to offer Live Chat at exactly the point in the customer journey where help is needed. A team was set up at the 2Touch call centre offering Live Chat from 8am to 6pm, running in parallel with their established telephone operation. One big early success of Live Chat was identification of a problem the website had with the latest version of Internet Explorer. Essentially the website would not work when viewed in IE v10. Sun Life Direct was able to identify this problem and fix it quickly due to the immediate feedback Live Chat provided to the digital team.
Operational Impact
  • Sun Life Direct improved a number of aspects of its website performance as a result of customer feedback via Live Chat, smoothing out the customer journey and simplifying language.
  • Customer satisfaction with Live Chat has been very high, exit surveys showing up to a 93.5% customer satisfaction (CSAT) figure.
  • So popular has the new Live Chat channel proved to be that call agents at 2Touch are reportedly 'queuing up' to join the Live Chat team.
Quantitative Benefit
  • 30% increase in sales conversions.
  • Up to 93.5% higher customer satisfaction (CSAT).
  • 2X as many enquiries handled per hour by call agents.

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