Cross-sell and up-sell of policies

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A DEM campaign – direct email marketing – must in fact be built keeping in mind the ideal recipients with their specific characteristics: are they familiar with the brand? Are they customers who have an education and sensitivity to insurance, or are they the classic customers who only take out the RC policy because it is mandatory? Which are the branches in which they have shown interest and which are those where they have an active policy? Only by answering these questions will it be possible to predict the thoughts and actions of the contacts, and therefore consequently outline the contents and flows of the emails.

With the workflow, it is possible to outline different email paths in cambodia whatsapp resource order to offer personalized and granular communication to users on the one hand, and on the other to profile and segment them further. For example, in an email sent to the “Injuries” segment, recipients could be asked to click on the sport they practice (paragliding or basketball) and, depending on their choice, information on the various policies could be sent. In this way, not only will communication be tailored as prescribed by the concept of user experience, but it will also be possible to better profile the contact depending on the risks to which they are exposed.

Some marketing automation software also allows you to import not only contacts – after integration with CRM and management software – but also data relating to sales and renewals , opening up further and more profitable profiling possibilities, as we are about to see.