You Don’t Appreciate Your Clients Personal Worth – or Show an Understanding of Their Finances

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By tailoring messages to individual customers based on their history and personal preferences, you can increase engagement and promote loyalty to your organization. To this end, you should avoid generic messages, and look for ways to show your customers that they’re more than just a policy number. This can range from simple measures like addressing customers by their names, to offering personalized discounts, and providing relevant and timely information.

IDT Express Omnichannel Messaging offers bolivia whatsapp number data SMS and instant messaging tools that empower you to deliver personalization at scale, so you can tailor your messages to create a personalized experience for each recipient.

To display an understanding of the finances of your clients, you should organize retention campaigns around the times when your customers routinely receive their paychecks. Your aim is to be first on the list when they pay their bills – but also not to annoy them with excessive demands and too frequent engagement. IDT Express Omnichannel Messaging provides scheduling facilities that make it easier to handle time-sensitive communications and reminders.

To illustrate the importance of good scheduling, you should note that Insurtech Center research suggests that sending a customer a reminder message when their policy is about to be canceled boosts renewals by 52%. So for example, if a policy is due to expire, you might message the customer before, during, and after the cancellation period.