Customer Intelligence
Maximizing Lifetime Value: Engage Customers at Life’s Milestones
KEY TAKEAWAYS
What you’ll learn in the webinar
Maximizing Lifetime Value: Engage Customers at Life's Milestones with Total Expert
Life happens whether we’re ready or not. So, knowing when your customers experience a major life event allows you to engage them at moments that matter and maximize the lifetime value of every relationship
In this webinar, the Total Expert team will demonstrate how insurance agencies can identify high-quality opportunities within their customer base by leveraging purchasing triggers, and how we enable agents with the tools to guide and support policyholders through major milestones like getting married, becoming a parent, or entering retirement and ensure that they have the right coverage.
Total Expert customers are driving:
- 3X lead engagement
- 20% more conversions
- 2x insurance product upsell success
Speakers:
Total Expert General Manager of Insurance
Total Expert Sales Engineering Team Lead
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