Accident & Health Insurance: Post-Enrollment Strategy

Goals

To develop a touchpoint strategy following enrollment to further engage customers with retention and re-enrollment in order to inform a post-engagement touchpoint strategy for accident & health insurance customers with the following key data points:
What cadence is appropriate? How many touchpoints or communications are TOO much? What are some key times or points of the post-enrollment journey that we should be focusing on (e.g. welcome email, birthday, open enrollment)? And what channels are most effective at communicating with customers post-engagement (e.g. email, DM, digital, social) How does the post-enrollment journey vary for NEW customers vs. those who have had accient & health insurance for at least one year (or more)?

Note: Accident and Health insurance can be considered the following products: Accident Insurance, Critical Illness Insurance, Hospital Indemnity Insurance, Cancer Insurance.

Early Findings

Our initial research on developing a touchpoint strategy following enrollment to further engage accident & health insurance customers with retention and re-enrollment revealed insights. Here are key pieces of information we found:

Accident & Health Insurance

Post-Enrollment Strategy:

Proposed next steps:

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