The Insurance  Guide to Life Event Engagement 

Insurance agencies and brokers can proactively address policyholder needs and build lifelong relationships by identifying opportunities to guide and support customers through major life events.

In this guide, we’ll cover: 

  • Which life events come with insurance coverage impacts  
  • Which insurance products are relevant to specific life events
  • How to plan for, and anticipate, consumers’ insurance needs  
  • How to show up for customers and support them through each life event 
Download the guide

Deliver a human touch in the digital world  

No two policyholders are the same. But for decades, insurance marketers have communicated with them like they are. That approach no longer works with the modern consumer. They expect personalization with every interaction. Now, with the right data insights, you can identify behaviors that indicate when a customer is preparing for—or recently experienced—a life event that impacts their insurance coverage needs. 

This enables insurance teams to engage prospects and existing policyholders with the support and guidance they need to make the best decision for their financial future. 

See how Total Expert can help you build deeper relationships and create perfect financial journeys.