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Customer story Health insurance & mutual fund

How customer feedback became a daily reminder for 800 Helan employees

A Belgian health insurer kept its customer intimacy culture alive through a merger, with 800 employees acting on feedback every day.

800active users across customer-facing roles
+10 to 15%CSAT on the back office indemnity team, in a year
1platform unifying feedback across the group
IndustryHealth insurance, mutual fund, childcare, household help
HeadquartersGhent, Belgium
Customer since2021
Websitehelan.be
About Helan

Helan is Belgium's third-largest health insurance fund, formed in January 2022 when Partena Ziekenfonds and OZ merged into a single organisation with around one million members across Flanders and Brussels. The group does more than reimbursements: it runs childcare crèches, household help through service vouchers, home care, maternity care, and youth holiday camps under the Heyo brand.

About six thousand people work for Helan across very different operations. Sofie Bruggeman leads customer experience strategy from inside the marketing team: making the surveys work, getting the numbers in front of people, writing the quarterly reports the business units actually read, and helping every department act on what customers say.

Eight hundred of our employees see customer feedback every day. That's the food for the customer intimacy culture we've built at Helan.
Sofie BruggemanSofie BruggemanStrategic Expert Customer Experience, Helan
The challenge

What they needed to solve

In 2021, two equal-sized health insurance funds were merging into one. Almost everything inside the organisation was changing, and the customer experience vision had to survive that transition without losing speed. The team had four problems to solve.

Keep customer intimacy through a merger of equals

Helan competes on service in a market where most players lead on price. The CX strategy had to be preserved across two cultures and two operating models without losing focus.

Get the numbers in front of people who'd use them

A dashboard only the research team reads is a dashboard nobody reads. Feedback had to land inside the daily work of back office teams, team leaders, and unit managers.

Win the confidence of critical managers

Managers whose performance is tied to satisfaction KPIs tend to challenge the data first. The team needed a way to walk them through the feedback and build trust in the signal.

Connect feedback to the business case in euros

"Act on this and customers will be happier" rarely moves a budget. The case had to be made in financial terms: act on this and you protect retention, upsell, and cross-sell.

How they use it

How Helan uses Hello Customer

1
Short surveys built to lead to a decision

Sofie keeps surveys short and qualitative. The goal is feedback the business units can act on without spending a week analysing it.

2
A coaching tool for team leaders

Negative feedback is routed to team leaders, who use it to coach the employee who needs to follow up. More self-directed teams give employees direct access to their own customers' feedback.

3
Key Driver Analysis when a KPI moves

When a score shifts on a touchpoint, Sofie goes straight to Key Driver Analysis to see which topics carry the most comments and what is impactful right now, in minutes.

4
Quarterly reports used as benchmarks

A quarterly satisfaction report goes to each business entity. Units read each other's scores and use them as benchmarks inside the group.

5
The Feedback Club

A separate forum where Sofie sits with business managers and walks them through the comments in detail, building confidence that a 100-customer signal in a million-member base is still worth acting on.

Business outcomes

Results

+10 to 15%CSAT rise on the back office indemnity team, in one year
800employees inside one shared view of the customer
5 yrsof customer intimacy culture, intact through the merger

The back office indemnity team, the second line that handles the most difficult customer files, started with the lowest satisfaction scores in the organisation. Its team leaders decided together to treat CSAT as an explicit goal. They invested time in reading the comments and set up a small team to act on the score. Over the next year, CSAT rose 10 to 15 percent across multiple measures.

The original reason for picking Hello Customer in 2021 was to keep the CX strategy alive through a merger. Five years on, the customer intimacy culture has stayed intact and runs as a daily input in the work of every employee with a customer-facing role.

In her words

More from Sofie

It's a constant reminder for our employees that customer satisfaction matters. They see it every day. They've become passionate about getting feedback and acting on it. That's the food for the customer intimacy culture we have at Helan.
Sofie BruggemanSofie BruggemanStrategic Expert Customer Experience, Helan
Eight hundred of our employees log into Hello Customer. Team leaders use it to coach. Our back office indemnity team set CSAT as their goal and moved it 10 to 15 percent in a year.
Sofie BruggemanSofie BruggemanStrategic Expert Customer Experience, Helan
Customer satisfaction only becomes a culture when every employee sees it every day. A number in a quarterly slide will not change a single behaviour.
Sofie BruggemanSofie BruggemanStrategic Expert Customer Experience, Helan
Health insurance is a low-involvement category. People rarely switch, but when they do, they're gone for years. Hello Customer is how we keep 800 employees focused on the customer every day, so we don't lose anyone we could have kept.
Sofie BruggemanSofie BruggemanStrategic Expert Customer Experience, Helan

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