Advance Your Insurance Business with Our Features

  • Omni-channel Engagement

    Leverage 10+ engagement channels to engage your investors.

  • Product and Revenue Analytics

    User insights to not just collect & view, but to form hypotheses and act.

  • Customer Segmentation

    Create granular segments based on real-time user information and data.

  • Campaign Personalization

    Align every aspect of your messaging with your investor’s preference.

Retention Strategy for Your Insurance Business

  • Optimize Your Lead Management to Boost Conversions


    Create a positive impact on your revenue through lead generation, lead nurturing, drop leads recycle campaigns. Evaluate the percentage of engagement campaigns that end in a purchase.

  • Boost Sales and Maximize Cross-sell Opportunities with Propensity Modeling


    WebEngage’s CDP gives you a 360-degree view of your policyholder’s likes and dislikes. Use this information to drive cross-sell and up-sell campaigns.

  • Increase Policy Sales with Automated Cart Drop Communication


    Prevent your policyholders from falling through the crack with automated omni-channel communication. Triggered messages can winback 15% of dropped leads.

  • Hassle-free Information Dissemination for Policyholders


    Strengthen customer confidence by keeping policyholders informed with relevant messages such as policy renewals, agent communication, and more.

Tried and Tested Campaigns, Popular Amongst Our Insurance Customers

  • Product Drop Cart
  • New Regulations Update
  • Customer Onboarding
  • Lead Management
  • Policy Renewal Reminder
  • Birthday and Referrals
  • Distributor Communication
  • Insurance Discovery
  • Cross-sell & Up-sell Campaigns

Resources to Help You Use WebEngage to Its Potential

EP #8: Top Actionable Strategies To Achieve 10x Growth For FinTech Businesses EP #8: Top Actionable Strategies To Achieve 10x Growth For FinTech Businesses
Podcast

EP #8: Top Actionable Strategies To Achieve 10x Growth For FinTech Businesses

Conversion Funnel Optimization 101 For Financial Services Companies [Part 2] Conversion Funnel Optimization 101 For Financial Services Companies [Part 2]
Blog

Conversion Funnel Optimization 101 For Financial Services Companies [Part 2]

Start With Retention Marketing Using WebEngage Journey Designer Start With Retention Marketing Using WebEngage Journey Designer
Blog

Start With Retention Marketing Using WebEngage Journey Designer

A Big ‘Thank You’ to our customers for always motivating us to break new grounds!

WebEngage

Build Trust and Invest in Meaningful Relationships with Policy Holders

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