Skip to content
video poster image

Optimizing Customer
Lifetime Value

Sell more by doing less
AAA Life-logo_Gray
Cumis-Logo_Gray
Co-Operators-Logo_Gray
Clients logo_MyCustomer_gray scale
AAA Life-logo_Gray
Cumis-Logo_Gray
Co-Operators-Logo_Gray
Clients logo_MyCustomer_gray scale
 

Unlock Portfolio Value

ManageMy delivers multichannel marketing expertly-designed to optimize the value of your current book of business and capitalize on new revenue streams.

designed marketing

Expertly-designed marketing implemented for you

Tested & proven
Data-driven
Customer-centric

 

upsell

Custom upsell & cross-sell campaigns drive growth

Capitalize on new revenue streams
Optimize current book of business
Improve persistency & customer lifetime value
do less

Sell more by doing less

 

No disruption or delays in existing business
Flexible commercial structure
Immediate ROI
Our Time-Tested, Proven Approach
Time-Tested, Proven Approach
 

MyCustomer Drives Your Results  

Untitled design (18)
  • Policy Sales
  • Portfolio Review
  • Upsell at Policy Insurance
  • YoY Annualized Premium
  • Per-Member Annual Premium
  • Member Satisfaction & Retention
 

 

Effortless Marketing Campaigns

Trusted Expertise, Proven Success
65
million
Over $65 million premium generated
450000
+
Over 450,000 policies sold
460
+
Over 460 campaigns executed
 

Trusted by Our Clients & Partners

Quote

ManageMy has significantly expanded our in-force marketing capacity. Their team executes targeted, high-impact campaigns that have meaningfully increased our cross-sell rate and with that, revenue and customer lifetime value. We’ve come to view them as an important extension of our Marketing team."

Paul Pennelli
Vice President of Marketing
SBLI
Quote

Our goal was to improve the experience not only for our members and agents but also for our home office teams who serve them. ManageMy stood out for their partnership mindset and hands-on operational support. They’ve helped us streamline operations and increase membership satisfaction.”

Joni Kazmierczak
Vice President of Operations
Catholic Order of Foresters
Quote

Our experience with ManageMy has been 100% positive. The service has been excellent. The migration was extremely smooth from my standpoint, and we were able to continue what we were doing without any disruption — which was the goal. We’re excited about what’s ahead!"

Paul Gobeil
VP, Individual Insurance & Wealth
Co-operators

Your Data, Our Priority

SecureXP_Icon
Backed by our SecureXP technology, we protect your data like we do our own.  Maintain customer trust and ensure business continuity.
SecureXP
 

The Difference is Experience. XPerience the Difference.