In today’s digital world, life insurance carriers are looking for ways to meet customers where they are—online, on their terms, and at their pace. For this forward-thinking Life Carrier, the opportunity to modernize their sales journey wasn’t just a "nice-to-have." It was essential for future growth.
That’s where ManageMy came in.
The Challenge: Closing the Direct Sales Gap
Historically, our client’s sales model relied heavily on agents and traditional distribution channels. Direct-to-consumer sales were underdeveloped, slow, and difficult to scale.
They needed:
- A way to digitally engage customers from the start
- A platform to streamline onboarding and purchasing
- Tools to upsell and cross-sell products at the point of sale
- Seamless back-end integration to connect with existing administrative systems
They weren’t just looking for a patchwork solution. They wanted a full digital transformation of the buying experience.
My Sales: A Smarter, Faster Purchase Journey
After analyzing the client’s business needs and goals, ManageMy delivered a tailored digital solution built on the ManageMy Platform.
Here’s how we helped them redefine the customer journey:
- Fast and Easy Onboarding – 24% reduction in customer acquisition costs
ManageMy’s platform allowed customers to start and complete their insurance purchase journey entirely online. With a clean, intuitive interface across both web portal and mobile app, customers could review, select, and purchase coverage in minutes. This cost reduction allowed our client to divert savings to other key priorities.
- Upselling and Cross-Selling at Point of Sale - A 30% increase in cross-sell success at the point of sale.
Using smart prompts and seamless workflows, this carrier could now offer add-on products—like critical illness coverage and accidental death insurance—right when customers were making purchase decisions.
- Seamless Back-End Integration - Greater operational efficiency and less administrative burden.
ManageMy’s platform wasn’t just customer-facing—it also fully integrated into our client’s internal systems. This ensured that new policies, product selections, and customer information flowed automatically into administrative processes without manual re-entry or delays.
- Measurable Results - 14% increase in policy persistence.
Customers were more likely to stick with our client after purchasing. Empowered by a simple and easy digital experience equipped with self-service tools and timely communications, customers were satisfied and becoming more engaged.
Perhaps most importantly, they now are able to position themselves as a modern, customer-first carrier ready for the next era of insurance.
Conclusion: A New Era of Customer Engagement
By partnering with ManageMy, our client didn’t just digitize a sales portal—they transformed how they engage customers from the very first click. Now, they’re seeing increased sales, stronger loyalty, and a lower cost of acquisition, all with less operational hassle and greater scalability.
Ready to Build Your Digital Sales Future?
ManageMy can help you modernize your customer journeys, boost direct sales, and empower your growth—without disrupting your core systems.
See how the ManageMy platform can help your business grow at www.managemy.com/my-platform.