Customer CHECK IN

Your customer has
higher expectations.

Digital transformation allows for more opportunities to interact with customers. To create meaningful touch points, brokers need to understand what drives people's behaviour and decision-making.

highly personalised

Design engaging touchpoints.

Your customer lifecycle.

Create fully automated check-in lifecycle campaigns that will nurture customers and allow brokers to spend more time on engagement analysis, strategy and sales.

Go beyond sales.

It might sound like a paradox, but reaching outside the renewal dates and ensuring customers have adequate coverage can increase customer loyalty and spend.

Building trust and loyalty.

Building a good relationship can achieved through experience led interactions which ensure customers are offered the right products and services at the right time.

Get personal. Be specific.

Communicate with your customers based on their individual circumstances rather than sending generic mass emails that are generally not relevant.

React quickly to changes.

Check-in campaigns can help a broker to understand changes in customers’ lives which allows for a review of policies to target them with relevant marketing campaigns.

Don't get left behind

Increase new customer acquisition, reduce renewal rates and improve your customer experience.

Book a Demo
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