TMJ and Wizleap Join Forces to Enhance Customer Experience in Insurance Sector

TMJ and Wizleap Collaborate for Improved Customer Experience

In a significant development for the insurance sector, TMJ, a subsidiary of the Secom Group based in Shinjuku, Tokyo, has announced a collaboration with Wizleap, headquartered in Shibuya, Tokyo. This partnership aims to enhance customer experiences and streamline operational processes in the insurance industry through effective sharing of client leads and project cases.

Background of the Collaboration

TMJ has established a strong reputation as a Business Process Outsourcing (BPO) provider, particularly serving clients in the insurance domain. Their core expertise lies in improving operational efficiency and customer experience (CX), resulting from their extensive experience in managing various tasks for insurers. Recently, they observed a growing trend of 'joint recruitment' in the insurance industry, which involves multiple firms collaborating to attract clients while facing considerable complexities in communication between potential clients and insurance agents.

The duo's goal is to enhance productivity across the industry and improve CX by providing suitable project leads to capable insurance agents. Traditionally, joint recruitment efforts required companies recruiting potential clients to navigate various platforms for meeting schedules and selection criteria, creating substantial workload burdens. Similarly, receiving agencies often had to manage inputting client and deal information across differing systems, compounding their challenges. This often resulted in delays for clients trying to schedule meetings and mismatches with agent expertise, creating a risk for deteriorating customer experiences.

Wizleap's Role in the Collaboration

Wizleap plays a pivotal role in this partnership with its platform 'Money Career,' which provides financial advice, including savings, retirement planning, and insurance reviews. They also developed the 'MC Market Cloud,' a project delivery system designed to streamline joint recruitment, enhance productivity, and significantly improve conversion rates to successful deals.

The system has gained high recognition for efficiently addressing challenges faced by companies engaged in client recruiting. By fostering mutual customer referrals, the partnership aims to expand business opportunities for both companies, allowing them to further capitalize on their respective industry expertise and set the stage for advanced service offerings in the future.

Understanding Joint Recruitment

Joint recruitment is a model where companies aim to attract clients seeking advice on insurance or financial matters via websites, advertisements, or online platforms. The firms then relay these client inquiries to insurance agents, facilitating appropriate meetings based on clients' specific needs and jointly proposing relevant insurance products or financial services.

Overview of Wizleap

Founded in February 2017, Wizleap is dedicated to utilizing software to empower individuals in making informed financial decisions. Their service range includes the Money Career advisory platform, as well as a pet insurance comparison service called 'MOFFME'. They also develop software tailored for financial institutions and offer solutions to improve efficiencies in joint recruitment practices through the 'MC Market Cloud' system.

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About TMJ

Established in 1992 as a spin-off from the Benesse Corporation, TMJ has evolved into a well-respected provider of call center services and operational support. Following its acquisition by Secom in 2017, TMJ has tapped into a robust network enhancing security and operational strategies to further support client success.

Commitment to the Financial Sector at TMJ

TMJ prides itself on its specialization within the financial industry, having successfully implemented numerous BPO projects. Their strategic registration as a 'Financial Services Intermediary' in April 2024 allows them to streamline operations across the financial services spectrum. Moreover, in May 2024, they launched their 'One-Stop Solution for Financial Services,' combining their industry expertise to offer flexible and seamless service packages tailored to financial sector needs.

To learn more, visit: TMJ Financial Services