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White PaperGrowth InsuranceInsurance GrowthIdentity Engine

The Future of Insurance Growth

Explore an alternative to purchased insurance leads: use customer data, life events, and shopping signals to guide acquisition and retention decisions.

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About this white paper

How can insurers identify relevant opportunities without depending on purchased lead lists? This white paper contrasts a lead-based approach with one built around customer understanding, changes in coverage needs, and signals of insurance shopping. Who this is for: Carrier, broker, and MGA leaders evaluating acquisition costs, customer relationships, and retention strategy. What the guide covers: Duplicate and low-intent leads; life events such as a home purchase or a new child; connecting signals with customer identity; and using the existing book of business to identify cross-sell, retention, and re-engagement opportunities. It includes a comparison of the traditional lead model and the G1-based approach. What you can take away: Questions to use when assessing whether your growth process is driven by relevant customer needs or simply by the volume of names entering a pipeline.

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