Customer Management
Maximize revenue growth with an improved understanding of customer behavior.
ValueMomentum leverages historical data and customer behavior insights to help insurers predict renewal likelihoods and optimize cross-sell and upsell strategies, ensuring greater customer engagement and increased lifetime value for policyholders.
How we help
Customer Segmentation and Engagement
Segment customers by behavior, value, and risk profile to enable tailored pricing, targeted marketing, and better risk pooling.
Customer Retention and Customer Experience Analytics
Predict lapse risk and improve renewals with targeted campaigns, reducing acquisition costs and increasing lifetime value, and leverage journey mapping and feedback data to improve satisfaction, accelerate resolution, and reduce churn.
Cross-Sell Opportunities and Upsell Optimization
Identify product affinity across portfolios to expand share of wallet, improve premium per customer, and strengthen retention as well as recommend higher-tier coverages and endorsements to drive higher margins and improve product penetration.
Distribution Insights
Enable natural language Q&A and insights for agencies, reducing time to insight and supporting ad hoc performance queries.
Agency Segmentation
Classify agencies by performance, growth potential, and profitability to focus distribution investments effectively.
Lead Scoring
Prioritize high long-term value, high-conversion prospects with predictive scoring to optimize agent productivity and conversion rates.
Product Fit and Coverage Recommendation
Recommend optimal products and coverage aligned to customer profiles and market trends, improving risk alignment and cross-sell.
Sales Adjuster Knowledge Management
Provide front-line staff with contextual insights via AI-powered knowledge management to improve service and first-call resolution.
Together with our platform partners
VP, ERIE Insurance
CTO, ERIE Insurance
SVP, ERIE Insurance
Stay ahead with P&C-focused thought leadership
