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Customer Retention Insurance

Insurance customer retention and win-back programs

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: retention insurance customer lapse

Workflow Diagram​

Steps​

Step 1: Identify at​

Agent: risk

retention-specialist - Flag lapse indicators

Step 2: Segment customers​

Agent: marketing

analyst - Group by risk level

Step 3: Design offers​

Agent: marketing

analyst - Create retention incentives

Step 4: Contact customers​

Agent: retention

specialist - Reach out proactively

Step 5: Present options​

Agent: retention

specialist - Offer alternatives

Step 6: Process changes​

Agent: retention

specialist - Update policies

Step 7: Track outcomes​

Agent: marketing

analyst - Measure retention rate

Usage​

To execute this workflow:

/workflow industry/financial-services/customer-retention-insurance.workflow

See other workflows in this category for related automation patterns.