Most people hope they'll never need life insurance, but as an insurance professional you know how helpful it can be during troubling times. Your customers already trust you to protect them, so don't shy away from this important cross-sell opportunity.

Setting Up the Cross-Sell Campaign: Personal to Life

To locate the campaign, first, click "Content Library" in the left navigation bar:

Under the "Account Rounding" section, locate the Cross-Sell: Personal to Life Campaign and select "Customize":

This will install the campaign to your Custom Campaign Library. Click "View/Edit" to start customizing the campaign:

Determine Your Audience

Next, we will confirm who gets the messages and when. The Personal to Life Cross-Sell Campaign targets Personal no Life customers. To audit the segment to confirm who is being targeted, click on "Personal no Life" in the "In other words" section:

This will open a new window with the Personal no Life Segment that was installed with the campaign. Here, you will confirm that the segment is targeting the correct audience:

  1. "Account" segment - You can confirm that the segment is targeting "Active Policy Types" that do "Not Contain Life."

  2. "Policy" segment - You can confirm that the "Policy > Is Active" and "is True," and that the "Policy > Client Type" is "Personal."

After confirming the segment for your group, you can close the window to return to the Personal to Life Sequence page.

When are people from Personal to Life added and subtracted from the audience?

Next up, we will confirm when people will be added or removed from the audience. The campaign defaults to add audience members on an "Ongoing" basis. This means that if a customer buys a life policy, they will be removed from the campaign. Alternatively, if a customer no longer has a life policy and they just had a personal policy, they would be added to the campaign.

People in the Personal to Life segment will be added to the audience every time you sync your management system and removed when they no longer match your segment.

Steps

The "Steps" section will show you an overview of the campaign.

  1. This gap in your coverage is an opportunity - This email lets clients know that they may have a gap in coverage. It also lets them know about the importance of life insurance.

  2. Life doesn't have to be complicated - This is a follow-up email that lets clients know that it's easier than ever to get a life insurance quote!

  3. How to talk about Life - This email contains more information on life insurance terminology.

  4. One last thing about Life - This final email lets clients know that it is important to plan for the future and life insurance is a big part of that.

  5. Event's Relative Days - If you want to make changes to the event's relative days, you can click on the days listed on the far right of each step.

  6. Account > Customer Since - This campaign uses an Account Date Sequence. The default for this campaign is "Account > Customer Since." You can click on this section if you'd like to change this to a different date that you think would work best to cross-sell your clients. If you click on this section, you will see that this campaign is set to run annually. This campaign contains four emails, so you will be reaching out four times a year to your clients to try and round out the accounts for whatever cross-selling you are doing.

  7. Pencil Icon - You can click on this icon to edit the email content.

Great! Now that you've reviewed the campaign and made any changes you'd like to, it's time to launch the campaign!

Launching Your Campaign

When you are ready to launch the campaign, set it live by clicking "Launch," on the bottom right corner:

Review your changes, and click "Go Live."

Nice job, you've set up the Cross-Sell Campaign: Personal to Life! If you ever need to edit or delete this campaign in the future, you can locate the campaign by clicking on Marketing>>Custom Campaigns in your left navigation bar.


Watch our webinar: Account Rounding Made Easy Using the Cross-Sell Campaign

Did this answer your question?