Introducing MyCustomer by ManageMy

Why the Future of Insurance Depends on Intelligent Engagement 

Intelligent engagement with existing policyholders can drive real results—like a 45% increase in annualized premium. Yet, many carriers are still leaving profitable growth on the table. 

For decades, insurance operated on the assumption that the sale was the finish line. But that model no longer fits today’s customer. Why?  

Digital expectations have changed. Loyalty has changed. Long-term policies and historically stable customer bases are no longer guarantees of future value. Carriers that don’t evolve their engagement strategy risk missing critical revenue moments. 

The opportunity, however, is massive. The intent is there. The data is there. The customers are there. But carriers need the right tools to make engagement work at scale—shifting from one-time transactions to ongoing, personalized relationships. 

MyCustomer by ManageMy makes that possible. 

Unlocking Value from the In-Force Portfolio 

MyCustomer is ManageMy’s multichannel marketing solution, designed to help carriers unlock value from their existing book of business through smarter, connected engagement. Integrated in one solution, it supports both digital and offline channels, from email, text, and in-app messages to direct mail, fulfilment, and call center coordination. 

By delivering expert-designed journeys across these touchpoints, carriers can optimize customer engagement and drive new premium opportunities. 

Every in-force policy represents an opportunity to upgrade coverage, offer a new product, or re-engage a customer at key life stages: marriage, having children, retirement planning, and more. 

With MyCustomer, carriers can finally activate these moments. It transforms static policyholder data into dynamic engagement journeys, using real-time triggers, personalized offers, and multichannel outreach to meet customers where they are. 

The result? Measurable growth across every key business metric: 

• • Drive Top-Line Growth – Unlock new revenue from your existing book of business without increasing acquisition costs. 

  • Increase Retention – Strengthen policyholder relationships with consistent, timely, and relevant communications. 

  • Boost Policyholder Lifetime Value – Offer personalized upgrades and complementary products based on real-time needs and behaviors. 

  • Accelerate ROI – Launch in under 12 weeks with results you can measure from day one. 

As a multi-decade expert in insurance, Steve Gaertner, EVP North America, at ManageMy, puts it this way:

XPerience the Difference with MyCustomer 

Many solutions promise results, but MyCustomer delivers them without the complexity. 

Carriers using the platform have seen up to a 45% increase in annualized premium from targeted upgrade offers. Engagement rates are rising, and customers are responding to outreach that feels relevant, timely, and easy to act on. 

What sets MyCustomer apart is how it works. 

It is a fully managed solution that integrates cleanly into your existing infrastructure. There’s no core system overhaul, no heavy implementation cycles—just fast time-to-value, minimal internal lift, and campaigns that are up and running in weeks. 

Key benefits at a glance: 

• • Fully Managed Deployment – End-to-end campaign strategy, execution, and reporting. 

  • Seamless Integration – Works with your existing platforms; no rip-and-replace required. 

  • Real-Time Insights – Monitor performance and optimize continuously with live reporting.

Additionally, you get strategic support from our industry veterans without straining your team or disrupting your systems. 

For carriers focused on growth, retention, and modernization without the mess, MyCustomer offers a clear and manageable path forward. 

Turn Policyholders into Profitable, Long-Term Relationships 

Insurance is changing. Customers are changing. The carriers who succeed in this next chapter will be the ones that know their customers, understand their journeys, and show up consistently—with relevance, empathy, and intelligence. 

MyCustomer is built to help you do exactly that. Because the future of insurance isn't just about coverage. It's about connection. And it's about time we treated engagement like the asset it truly is. 

Insurance is evolving. Customers are evolving. It’s time engagement evolved, too. 

For more information, please visit: https://managemy.com/my-customer 

Ready to unlock your portfolio's potential?