Explore your experience by previewing the user onboarding flow in the free Optimity community. This gateway experience can be expanded with your branding, tailored offers and triggers.
Consumers are facing a widening protection gap in life and health
in North America and the world
45% of households reported that they need more insurance.
Today’s consumers have a clear preference for digital solutions that give them value in both the near- and long-term
Insurance carriers’ future business relies on the ability to attract, acquire, and engage policyholders
$56B of revenue could be added by 2020, if carriers effectively cross-sell & upsell pertinent policies to Group or P&C customers
Many carriers are already using effective and scalable tools like Optimity to modernize their business operations and customer experience
Enhanced customer engagement
Optimity is a captivating gamified experience for your customers that meets consumers’ expectations 01
Quantitative and Dynamic Profiling
Dynamic updating of information powering increased analytics for your in-force book: preferences, activity habits, lifestage, coverage gaps 02
Cross-sell & Up-sell to In-Force Policyholders
Reduce cost of acquisition for new customers, engage members on a regular basis, provide value add perks and programs to policyholders to earn trust, get persona level information to make pertinent offers when customers need them 03
Engagement & Persistency
Create regular positive touchpoints with the customer to increase persistency, provide value-add experiences in between payment and claim, boost check-ins with customer across life-cycle 04
Referral and leads for new customers
Collect new leads through peer-rated referrals, attract affinity groups through communities, create a viral lead-generation funnel from your customer advocates 05
Improve the risk of your in-force book by helping members live long and healthy lives, recommend personalized health and wealth programs generated by experts, provide assessments for users to track and measure their health score 06
We are uniquely positioned to partner
and scale a brand experience with you.
Suitable for reaching customers where they give their attention to: 46 times a day! We offer native iOS, Android app experiences, as well as Blackberry, Amazon, and Web apps.
Optimity has be recognized for our achievement in user participation rates and engagement rates based on our user-centric design practices.
Using AI and our insights engine, Optimity admin dashboard will provide real-time usage data and unique insights to your sales and marketing team.
Only Optimity offers deep configurability through the admin dashboard and panels on every aspect from colour and imagery to content and promotions in real-time for all user experiences.
We take an iterative and experimental approach to working with our partners to consistently improve product and outcomes to optimize KPIs.
Our segmentation and retargeting functionality will allow you to create and sustain dynamic and personalized app experiences for each target demographic with ease and at scale.