Insurance 2.0: Defining a New Insurance Experience in the Digital Age

More than 50% of the insurance customers have a preference for using digital channels when looking for product information or updating personal information with their insurer. Not surprisingly, additional research has shown that smartphone traffic to auto, home, and life insurance websites has increased by 84% over the past two years.

​Taking a cue from retailers, it is also pertinent for insurers to develop a fully digital and omnichannel sales process to create a customer experience that is consistent across all channels as well as designed for millennials and generation Z customers.

Key Discussion Points:

  • Turn your company’s customer experience into one that ranks with leaders both inside and outside the insurance industry.
  • Offer personalized communication services across channels to communicate the value of products and services.
  • Increase the underwriting speed and process claims faster with greater accuracy using technologies like IoT and automation.
  • Innovate customer service approach to address customers’ needs and drive positive customer experiences during every touchpoint along the customer journey.


Nimish Agrawal

Nimish Agrawal
Senior VP and Head of Marketing, Max Health Insurance

Mr. Nimish is a marketing specialist with over 13 years of rich experience. He leads the brand planning, communications, digital, and social media platforms along with consumer insights, loyalty, and customer relationship management for Niva Bupa Health Insurance Co. Ltd. (formerly known as Max Bupa Health Insurance Co. Ltd.). As an industry veteran, Nimish brings extensive experience across brand strategy, category P&L, growth hacking, digital marketing, innovation & people management. Prior to joining Niva Bupa, he was the Head of Marketing at Infoedge for a recruitment portfolio that includes, NaukriGulf, FirstNaukri, and other businesses. He has led the marketing function at a diverse set of power brands like Dulux, Britannia & Henkel across India, the Middle East, and South Asia.

Jaimit Dosh

Jaimit Doshi
CMO – Marketing and Digital, Aditya Birla Capital Life Insurance

Mr. Jaimit Doshi is the CMO– Marketing & Digital at Aditya Birla Sun Life Insurance (ABSLI). In his role, he is responsible for driving marketing and digital strategy to help establish ABSLI as a preferred customer choice and reach out to newer segments. His expertise focuses on leading and implementing consumer-led strategic projects.  Jaimit comes with 22 years of experience in financial services across banks, wealth management, securities, and fintech companies and has handled various roles across marketing, digital marketing, sales, etc. In his previous role as the Executive Vice President at Kotak Securities Limited, Jaimit was heading marketing, products, platforms, and customer service. Prior to joining Kotak Securities Limited, Jaimit has had significant work experience in companies like and Kotak Mahindra Bank.

Rishi Mathur

Rishi Mathur
Chief Digital and Strategy Officer, Canara HSBC Life Insurance

Mr. Rishi Mathur has more than 23 years of rich work experience across insurance and management consulting, with 15 years of experience in leadership roles in the insurance domain. He is the Chief Digital and Strategy Officer at Canara HSBC Oriental Bank of Commerce Life Insurance Company and leads the company’s digital strategic business unit and the strategy function, focusing on the development of future growth plans for the enterprise and leading their e-commerce business. Rishi has been with Canara HSBC for 11 years and has managed product and marketing leadership roles previously. He has significant experience across digital transformation, online customer acquisition, product development, proposition design, customer analytics, market assessment, and performance improvement.


Nilesh patel

Nilesh Patel
Co-Founder and CEO, LeadSquared

Nilesh is the CEO of LeadSquared, a sales execution platform. He is focused on helping businesses in high velocity, high volume sales to improve their sales execution and increase sales efficiencies. He is on a mission to build LeadSquared as the software partner of choice for sales execution for businesses. Previously, Nilesh was the founder of Proteans, a recognized leader in the software product development services space. Nilesh has a degree in engineering from Delhi University, and before founding Proteans spent four years in IBM with their microprocessor test tools division.

Want to see LeadSquared in action?