In part two of this four-part webinar series, we will discuss how enriching your existing customer data with customer segmentation data will enable your agency to:
Identify more premium uplift opportunities
Enhance customer experience by understanding and targeting key areas for individual policyholders
Be more productive by identifying cross-sell, upsell, and policy review actions in less time
Requiring only basic customer information from your AMS, DONNA returns demographic data enrichments across categories such as:
In this four-part webinar series, we discuss how the data that exists in your AMS, CRM, and other internal systems can be enriched with external data for better customer insights to enhance customer experience and help you sell more policies.
Including tangible examples and in-depth descriptions of the types of external data you can leverage and how DONNA transforms that data into actionable, personalized customer experience, and sales recommendations.