Distribution and Marketing
We Got This.
Drive profitable customer and agency outcomes through intelligent distribution analytics.
ValueMomentum leverages advanced analytics and artificial intelligence to transform distribution decisions, unlocking smarter cross-sell, better agency alignment, and measurable revenue uplift.
How we help
Customer Segmentation and Retention
Classify customers by behavior, value, and risk profile to enable targeted marketing, tailored pricing, and improved portfolio performance as well as analyze lapse reasons, interactions, and sentiment to identify at-risk customers and trigger personalized retention actions.
Customer Experience Platform Analytics
Leverage journey data, feedback, and interaction signals to detection friction points, improve satisfaction, and boost retention.
Customer Cross-Sell and Upsell
Use factors like customer insights and lifestyle indicators to recommend opportunities for enhanced coverage or cross-sell opportunities that expand share of wallet.
Distribution Insights – Generative BI
Provide natural-language, context-aware insights to reduce time to analysis and enable faster distribution decision-making.
Agency Segmentation
Group agencies by performance, mix, and potential to focus distribution investments on profitable, high-growth partners.
Lead Scoring
Score leads using behavioral, demographic, and engagement data to prioritize high-conversion, high-lifetime-value prospects.
Product Fit and Coverage Recommendation
Match customer profiles with optimal coverage options to improve cross-sell, risk alignment, and product penetration.
Sales Adjuster Knowledge Management
Deliver real-time, contextual access to SOPs, past resolutions, and knowledge assets to improve service accuracy and reduce handling time.
Together with our platform partners
VP, ERIE Insurance
CTO, ERIE Insurance
SVP, ERIE Insurance
Stay ahead with P&C-focused thought leadership
