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Creating Healthy Customer Relationships: How Health Insurers Can Use ClickDimensions

Change has impacted many businesses and industries in recent years, and health insurance companies have been no exception. Many consumers today have more choices than ever when it comes to health insurance coverage, which has driven payers to focus more on customer engagement and the customer experience. In the example scenario below, let’s take a look at how a health insurer could nurture their members and create healthy customer relationships using ClickDimensions.

Choose Health Group wanted to tap into their existing intelligence about their members in order to turn demographic information or important life events into customer retention and effective cross-sells.

Using the ClickDimensions campaign automation builder, the Choose Health Group team created a nurturing campaign aimed at members that will soon turn 65 to educate them about health and wellness in their golden years.

The campaign automation includes several emails, all made with the ClickDimensions drag and drop email editor. This easy-to-use tool also allows for personalization, which Choose Health Group used to add each member’s name and their birthday for a customized email experience.

Within the automation, members are invited to download the company’s guide to healthy habits for individuals over 65. Using ClickDimensions, Choose Health Group was able to easily create the landing page and form used for the download – no coding required!

The automation also features a webinar invite aimed specifically at this audience. With connectors to WebEx, GoToMeeting, Eventbrite and Cvent, ClickDimensions’ event management functionality also allows Choose Health Group to see event, registration and attendee information directly within Microsoft Dynamics CRM for greater insight into who registers for and attends their webinar.

In addition to their health and wellness campaign, Choose Health Group also wanted to increase customer stickiness by showcasing their other policy offerings like dental, vision and critical illness insurance. With ClickDimensions, there’s no limit to the campaign automations the company can create for cross-selling, new customer onboarding, lead nurturing and more.

In addition to campaign automation, email marketing, event management, landing pages and forms, ClickDimensions gives you a wide variety of tools that can be incorporated into customer retention and cross-selling campaigns – or any other marketing efforts! – including social marketing, surveys, SMS messaging and web intelligence.

Happy Marketing!

About the Author:

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The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

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