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Insurance

Driven by data, powered by insights

Overview

Orchestrate personalized engagement across channels

Insurance consumers have unique and diverse needs. They may be shopping for pure savings, looking for convenient, easy underwriting, or seeking a company with reliable claims service. They may be looking for the most comprehensive coverage or for an agent to advise them on the best way to protect their car, home, or other property. They are not a one-size-fits-all market and they will not be engaged in your marketing unless messages are relevant and personal.

We help insurance carriers win today’s consumers by thoughtfully orchestrating personalized campaigns across channels. We start with deep, intelligent consumer insights, connect behavior-based signals to offers, and deliver a customized experience at the right time with the right message.

Solutions Across the Customer Journey

Meet Insurance Needs at Every Stage of the Customer Journey

Consumers’ lives are constantly changing, and so are their insurance needs. We can improve the way you acquire, retain and grow your customer relationships by leveraging data and insights that are in tune with these changes. We give you the power to create highly relevant touchpoints and drive meaningful, measurable connection across the entire consumer journey.

Policy Holder Acquisition

  • We can identify your ideal consumers for underwriting new policies
  • We work with all distribution models. Whether you distribute via captive agents, independent agents, call center, or web/app based applications, we have tools to help you increase your market share.
  • Acquire consumers that align with the quality and value of your target market. From comprehensive to sub-prime, we can deliver them to you.
  • Meet/exceed your target Cost Per Policy Acquisition

Onboarding

  • Demonstrate that you know and care about new policy holders
  • Introduce the policy holder to their agent (for captive or independent agent distribution models) and deepen relationships
  • Orchestrate a personalized experience that leads to additional opportunities with other products
  • Consistently deliver personalized information and solutions to improve the customer experience and create stickiness in the relationship

Cross-sell

  • It’s essential to provide value to your policy holders before you try to offer them additional coverage
  • Employ consumer insights to create a thoughtful, personalized assortment of offers aligned to policy holders as their needs change
  • Educate on the need for changes/additional coverage through the customer life cycle to lower risk of churn
  • Use triggers, AI and behavioral signals to give policy holders the solutions they need to help them wherever they are in their journey

Retention & Engagement

  • Respond quickly to changing policy holder needs and deliver proactive messaging before they switch carriers
  • Educate on the importance of protecting major assets should an accident occur to stem attrition
  • Share purpose-based messaging like community or philanthropic involvement

How We Drive Business Impact

Attract and grow profitable customer relationships

Quickly and effectively deliver relevant, personalized marketing to precisely the right audience, with the right message in the channels they prefer. Optimize campaign performance with a test-learn-improve process at every step. And ultimately deliver clear, measurable business results. This is how we do it:

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“Future-forward financial institutions are re-evaluating their traditional channel and branch strategies and are shifting budget dollars into digital experiences and data-centric marketing.”