Retention Efforts in Insurance: Local Agents
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.
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.
|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