Activate Playbook

Activate for Insurance CROSS-SELL

Use Activate to monitor your current policy holders and receive notifications at the first signals of them online shopping for other insurance products, as well as other major-life purchases.

Prioritize timely and relevant cross-sell marketing campaigns to specific individuals, based upon what products Activate sees them shopping for.

*Try out our free AIM Report to see all the consumer journeys we witness.


  • Understand when customers are searching for complementary products or services.
  • Increase awareness of offerings available from your brand with relevant and informative content.
  • Build lifetime value by expanding the number of products or services a customer uses with your brand.


Activate monitors shopping behavior across multiple journeys in Insurance:

  • Homeowners Insurance
  • Automotive Insurance
  • Life Insurance
  • Health Insurance
  • Homebuyers