Insurance
The relationship with a policyholder is not limited to subscription or renewal. Useful benefits and a well-explained referral programme can provide them with other opportunities to interact with your brand. We design these programmes taking into account your networks of agents, brokers, and your decision-making cycles.
Being there, for the long haul.Create relevant relationship opportunities
- Provide access to benefits with clear utility and conditions for policyholders or members.
- Organize referrals with a clearly identifiable invitation and understandable information on the progress of each request.
- Mobilize agents, brokers, or sales teams around a priority, with objectives tailored to the role of each network.
Respect the decision-making process
Between the recommendation, the initial contact, and the validation, several stakeholders may be involved. We specify the events included in the programme, deadlines, cancellations, and the allocation of responsibilities. Communication and allocation rules are defined with your relevant teams to ensure the process remains clear at every stage.
Observing the relationship beyond launch
- Activation of beneficiaries and use of offered benefits.
- Progress of recommendations, validated requests, and allocation time.
- Network participation by population and by comparable period.
- Total cost, assistance requests, and points of friction encountered by participants.












