Life Events Monitoring and Alerts

Increase Sales & Customer Retention

First of its kind alert of events that change a policyholder's need for coverage

"Advisor outreach at the time of a trigger event is up to 14 times more likely to generate a sale than outreach outside of trigger events."

~ McKinsey & Company Study

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Key Features

  • Prioritized Marketing Lists

    Start each day knowing who your best targets are.

  • Event Based Marketing

    Go beyond segmentation marketing.

  • Automated Marketing Campaigns

    Set triggers in your CRM system to automate outbound marketing campaigns.

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Engage Your Policyholders in the Moments that Matter

Every month, roughly 5% of customers go through a life changing event. Use real time alerts to turn those opportunities into sales and a more insulated book of business.

Act when it matters most—when real-time life events happen—including new mover (and former address), household changes, financial changes, and more. These are the times when customers are 2-14x more likely to purchase a product from you.

Move Triggers

Home for Sale

Home Sold

Recently Moved

Life Triggers

Engaged

Married

Newly Single

Prenatal

New Arrival

Coming Soon

Wealth Triggers

More to come...

Why Use Fenris Life Events & Monitoring Alerts?

Marketing Automation

Large enterprises typically use some level of marketing campaign management or automation solution for re-marketing or customer retention. Fenris provides a daily or weekly automated alert via API that can be easily integrated with most marketing systems so you can execute planned campaigns and structure new campaigns on the fly to capitalize on the moments that matter.

Next Best Action

Fenris' APIs can also integrate with the best action systems that digitally-savvy carriers employ to target and personalize engagements with customers. The data can support both outbound marketing actions and personal outreach from a producer.

Personal Outreach

Some firms thrive on a high-touch, highly personalized approach to their customers. For customers not ready for automation, Fenris can provide daily or weekly email updates on policyholders for agents to use to prioritize for personal outreach.

The Fenris Difference

Verified Events, Never Scraped

We don’t predict life changes using algorithms. We collect actual evidence of the events from a variety of validated sources. Our nightly data sweeps populate our reference data set on 97% of the US population.

Nightly Updates & Daily Notifications

Instant Insight on Nine Key Life Events

No Personal Identifiable Information (PII) is Retained

Available On-Demand or as a Monitoring Service

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Are You Ready to Get Started?

Request your free, no obligation POC. Learn how Fenris can boost your success.

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