This insurance landscape breeds fierce competition among insurance companies — particularly during the period when consumers may switch providers. As an insurer, it is thus vital to be able to offer the most suitable product and service to every single consumer.
To maintain its current customer base and continue to grow, this insurer must both provide outstanding service to its existing customers and create an innovative, future-forward marketing strategy that will attract new customers during the narrow acquisition window.
With the help of the Relay42 team, the insurer connected their CRM, email system, website, and call center. With the Relay42 Platform in place, the marketing team can capture the on-site behavior of their customers and prospects and use this to automate personalized content in real-time.
If customers can’t find what they’re looking for, the insurer will trigger an email with additional relevant information on the topic they were interested in. Call center agents are now also able to see the customer’s interests and provide the most relevant information quickly and efficiently.