Relay42 for Insurance

Marketers in insurance brands need to better understand their customers to meet evolving policyholder expectations and personalize experiences that foster loyalty and engagement.

Relay42 supports insurance marketers with the data and technology to drive real impact on new sales, policyholder satisfaction, and personalized cross-sell and upsell opportunities.

Check out one of our experts explaining how our Customer Data Platform can help you nail down your most important KPIs like customer lifetime value (CLTV) and retention.

“The fact we could connect our existing marketing technologies within 3 months meant we could quickly prove the value of what we were doing, with great results, and continue to keep our customers happy with real-time relevance on any platform we choose.”

Project Manager & Web Analyst

Personalized Acquisition Journeys

Expedite the quote and purchase processes with real-time data to personalize offers and communications. Use AI to deliver tailored policy recommendations that meet the unique needs of each prospect, boosting conversions.

Maximize Omnichannel Personalization

Integrate customer touchpoints across email, web, SMS, and call centers to deliver consistent, omnichannel policyholder experiences. Use real-time data to ensure every interaction is personalized and relevant, regardless of the channel.

Cross-Selling Tailored to Life Stages

Identify key life events like homeownership or retirement using behavioral and demographic data. Trigger personalized cross-sell offers for relevant products, such as life insurance or investment to meet evolving needs.

Guarantee Policyholder Retention

Use AI-driven insights to identify at-risk policyholders and engage them with personalized offers, discounts, or loyalty rewards. Deliver targeted retention campaigns that strengthen relationships and build long-term loyalty.

Turn Policyholder Data Into Actions

Unify your policyholder data across marketing channels and gain comprehensive insights into customer behaviors and preferences.

Relay42 integrates CRM data including demographic information, policy details, and call centre feedback with real-time behavioral data such as website visits, quote requests, and engagement with marketing emails.

Hyper-Personalize Every Interaction

Release targeted messages across every policyholder touchpoint - email, paid media, mobile apps, social, web, SMS, and more with our Journey Orchestration.

With real-time tracking of anonymous website visitors and cross-channel activation, insurers will drive more conversions and engage customers in a more intelligent way that builds trust and loyalty.

Let Predictive AI Boost New Sales

Identify which potential customers are most likely to become policyholders from a marketing campaign with predictive Journey AI. Use AI scores and insights to determine the likeliness to convert, from personalized policy offers to the ideal marketing channels for activation.

Access AI insights to focus your resources on high-probability prospects and influence impact on your most important KPIs - customer acquisition and policyholder growth.

Connect Marketing with Customer Service

Mobilize valuable policyholder data from customer services to make your marketing campaigns more personalized than ever.

Using real-time support interaction, your marketing team will deliver proactive updates on policy changes, claim statuses or billing adjustments. These optimizations to your campaigns give your policyholders more reasons to stay loyal and engaged.

Customer Success Story

How Insurances Embrace
Customer Centricity

Unified Customer Profiles

Unify data from across the business to create profiles of known customers & anonymous prospects

Real-time Personalization

Personalize any channel, offer or experience in real-time for both known customers and anonymous prospects under 200 milliseconds

Audiences & Segmentation

Build and segment audiences using the full breadth of behavioural data, engagements and insights from your customers

Customer Insights & Analytics

Better understand your customers and their journey stages to create personalized experiences

Predictive Analytics & AI Models

Train and deploy AI models to predict conversions, churn, next best actions and more

Data Privacy, Compliance & Security

Structure your customer data, while adhering to the most stringent compliance regulations

Customer Journey Orchestration

Orchestrate and optimize customer journeys across all your paid and owned channels

Integrations & Connectors

Leverage hundreds of integrations and connectors to play seamlessly with your existing marketing technology stack

How Can Insurance Providers Improve Digital Customer Service?

Learn how insurance marketers can improve their digital self-service solutions, empower customers and relieve the pressure on call center agents.

How Insurance Providers Can Increase Customer Lifetime Value and Retention with Personalized Communication

Discover how Customer Data Platforms can help insurance marketers to build trust and improve customer engagement.

Why EU Brands Should Work with EU-Based CDPs

Discover why EU brands benefit from working with EU-based CDPs. Learn how local data privacy and faster support can enhance customer data management.