Sector · Insurance
From quote to renewal, see what moves policies.
Start with your media plan and the customer journey. ActionBasis follows prospects from awareness to quote, bind and renewal, across agents and direct channels, and ranks the moves that grow profitable policies. The connection plan specifies which data is needed and where it will be processed before access is approved.
Usual entry: Marketing measurement and customer experience · What we look for first
- Media that buys quotes but not bound policies
- Claims experiences that cost renewals a year later
- Regions where the brand is seen but price limits growth
How value is created.
- 01
Find the gaps
Each channel and region is sized by the bound policies and renewals it brings.
- 02
Refine scenarios
Media, price and service changes run forward through quote, bind and renewal, with a range for each.
- 03
Plan for ROI
The plan names the channels, regions and products to change and what each should add in bound premium.
- 04
Pace the steps
Geo tests come first where channel credit is disputed, so the budget argument is settled before the budget moves.
- 05
Measure and account
Test regions are compared with matched regions on cost per bound policy and renewal rate.
Pricing
What you pay for, and when.
Agree the diagnostic and platform fees by scope. For advisor cases, agree the value-linked share, cap, deductible costs and result acceptance before work starts. Forecasts do not settle a measured-value fee.
- Company briefing
- Built from public data. No charge.
- Diagnostic
- A fixed fee, agreed before we start, on a sample of your data.
- Platform
- An annual fee set by the markets and data you connect.
- Advisor cases
- A fee tied to measured value. The baseline and the measurement are agreed in writing first.
Start with a briefing on your company.
We build it from public data and send it to your work email.