Discovering the momentum for cross selling insurance policy
What is the momentum for cross selling insurance policy ?
With the Momentum for Cross Selling Insurance Policy you can predict when a prospect may need a policy before the end of their current insurance contract with another insurer by tracking their interest before renovation. For monitoring the leads’ interest, educational content is distributed for 4 to 12 months, and a score is generated based on their interaction with the content. During the opportunity window, the lead may be handed over to sales automatically by sending an SMS message, creating a CRM ticket, or sending an email.
Objectives:
- Have a tool to capture the information on policy renewal dates that clients keep with other insurers.
- Nurture the customer with policy product information that they do not already have.
- Make the transition from marketing prospect to sales through a structured and accountable system.
- Keep the product top of mind during the customer journey.
Solution:
Automated sending of educational content over a period of four months to a year, to a segment of your customer portfolio, so that prospects can self-nurture, minimize friction, and move to the sale stage.
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Customization possibilities:
- Customized written and graphic content of all emails to be sent during the campaign.
- Configurable corporate image, colors, logo and product image.
- Dynamic and personalized prospect information.
- Fields of the forms and information to collect from the lead.
Implementation timeframe:
- 2 to 8 weeks
Pre-requirements:
- Have a DANAconnect account
- Have the segmented data by products that each client already has with your company
Data source:
- The data to be used as the source of the contacts comes from a segmentation of your current customer base -> See our solution for a customer centric data model in insurance
