Overview

Retention Efforts in Insurance: Local Agents

Goal

Improve retention rates by notifying local agents when their specific customers are seen back in-market shopping for a policy they already have with you.

Strategy

As soon as Activate sees your current customers in-market, shopping for policies that they already have with you, immediately trigger a notification (email, CRM notification, etc.) alerting local agents who can then reach out directly to the customer.

This delivers a timely, personalized, and overall better experience for your customer.

Initial Test
Group 1: Consumers with Activity (‘Seen’)
Group 2: Consumers with No Activity (‘Not Seen’)
Treatment: To establish a benchmark, include a control group
of customers (Group 2), providing at the
very least, a check-in opportunity
Measurement: Lift in contact rate and consumer
interest between Groups 1 & 2
Play 01

Local Agent Alert

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