Embracing Data to Grow Your Agency

A Four-Part Webinar Series for Independent Agencies and Brokers

Part 1 - Consumer Data

In part one of this four-part webinar series, we discuss how enriching your existing customer data with consumer data provides your agency with an extensive view of your policyholders enabling your agency to:

  • Understand customers at a deeper level
  • Identify opportunities to generate new business or cross-sell to existing customers
  • Provide you detailed insights into your customers

By providing basic information customer information, DONNA will return data fields of enrichment across these categories:

  • Financial
  • Social Affinities
  • Shopping Habits
  • Households

About the Webinar Series

In this four-part webinar series, we discuss how enriching your internal data enhances the customer experience by understanding and targeting key areas for success and deciding what the next best action is for your policyholders.

The data that exists in your AMS, CRM, and other internal systems can be enriched with external data for better customer insights. 

Fill out the form to access this on-demand webinar recorded on July 23, 2020.