Household analytics provides the ability for insurance carriers, agents, and brokers to identify connected individuals across multiple policies and what the relationships are between these individuals by using customer interaction data from internal systems.

This provides insurance carriers and agents with the ability to understand the portfolio dynamics at a household level in addition to an individual policyholder level.

What happens when you enrich your household analytics data by extending your data portfolio to include external data?

Join Jackie Vergne and Steve Mateer from Pitney Bowes to learn how data enrichment can further extend the capabilities of household analytics for insurers, agents, and brokers. You can also learn how to run targeted campaigns to uncover new opportunities with existing customers.

You'll learn:

  • Examples of what type of external data can be combined with internal data to extend your household analytics capabilities
  • How accuracy and insight of a household can be improved
  • How the addition of external data will provide a better understanding of your customer portfolio, better cross-sell/upsell, better customer acquisition

Fill out the form to listen to the live recording and access the presentation of this webinar we held on 8/29/19.

Jackie Vergne

Director, Customer Success, Aureus Analytics

Jackie is a senior operations executive with over 20 years of experience in global multi-line property and casualty insurance companies.

She has made significant contributions by strengthening the financial, competitive, operational, and client service performance of insurance businesses.

In her previous roles, Jackie held various operations and underwriting positions with Franklin Mutual Insurance, Swyfft, Duck Creek Technologies, Chubb, Selective Insurance, Fireman’s Fund, and State Farm.

Steve Mateer

Director Insurance Alliances, Pitney Bowes

Steve Mateer has been driving customer engagement solutions throughout his career.  In his current role at Pitney Bowes, he is focused on the insurance industry in educating and evangelizing the intelligence that data brings and how it can help solve specific business problems for customers and partners.


Prior to Pitney Bowes, Steve held diverse positions in customer relationship management, digital communications, billing, and analytics at companies like IBM, CSG/Kenan Systems and BroadVision.

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