Marketing automation isn’t just for marketing; it’s extremely effective for customer retention too. For insurers, utilizing marketing automation technology can help address customer needs and increase stickiness with these individuals. According to EY, 57% of consumers prefer to hear from their insurance providers at least semi-annually, but only 47% receive that level of contact. In the example scenario below, we take a look at how an insurance company could use ClickDimensions for customer retention initiatives.

Mountain Mutual Insurance wanted to tap into their existing intelligence about their policyholders in order to turn important life events or demographic information into effective cross-sells and customer stickiness.

Using the ClickDimensions campaign automation builder, the Mountain Mutual team created a nurturing campaign aimed at auto policyholders with dependents that would soon be of legal driving age.

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 the Mountain Mutual team used to add each policyholder’s name, their dependent’s name and their auto policy number for a customized email experience.

Within the automation, policyholders that add their new drivers to their policy are then invited to an online safe driving event for parents. Using ClickDimensions, Mountain Mutual was able to easily create the landing page and form used in the event registration process – no coding required!

With connectors to WebEx, GoToMeeting, Eventbrite and Cvent, ClickDimensions’ event management functionality also allows Mountain Mutual to see event, registration and attendee information directly within Microsoft Dynamics 365 for greater insight into who registers for and attends their webinar.

In addition to their new driver campaign, Mountain Mutual also wanted to increase customer retention by showcasing the option to bundle auto and homeowners coverage for big savings. 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 surveys, SMS messaging, social marketing and web intelligence.

Happy Marketing!