Help Customers Expand Their Coverage to Fit Their Life

Buying insurance isn’t an isolated transaction. As your customers’ lives grow and evolve, so should their coverage options. Keep them engaged after their policy is bound to help plan for future life events, provide information about complementary coverage, and build a trusting relationship that will last a lifetime.

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Leading insurance agents provide proactive service and advice

For too many customers, policy binding is the last time they’ll hear from their insurance agent. While that might sound like a good thing on the surface, talking to your insurance agent doesn’t always mean something bad has happened. Regular engagement with your customers allows you to have conversations about their future plans and how to protect what’s most important to them. Total Expert will help you not only keep customers engaged throughout the year, but also help monitor your database for key activities and behaviors that signal when a customer’s insurance needs are about to change.


Increase cross-sell success by 2x the rate of other financial institutions.

See how Total Expert helps with renewals and cross-selling

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Keep customers engaged throughout the life of their policy

Agents who wait until the policy renewal window to engage their customers are missing out on opportunities to help customers create a more personalized coverage portfolio—and leaving money on the table. We’ll help you stay connected to your customers with timely, relevant communications that build trusting relationships and allow you to guide customers toward the insurance products that fit their growing life.

Dynamic Journeys
Create a truly personalized experience for each customer with a combination of digital engagements and human outreach that provide policy information, educational content, details about complementary coverage options.


Journeys also allow you to set engagement reminders for when a customer’s renewal date is approaching, so you can connect with them before a competitor does and continue to truly personalized service.


Identify and act on opportunities to expand relationships

No one expects you to be a fortune teller, but having access to the right information can help you and your customers get proactive about the insurance coverage they’ll need in both the short and long term. We’ll help you stay one step ahead with real-time data insights.

Customer Intelligence
Monitor data from across your back-end systems to identify when customers experience or begin planning for a life-changing event that could impact their insurance needs. This gives you the opportunity to reach out, ask questions, and present the next best product to fit their growing life.

Total Expert in action

Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.