How Mar-Tech can help achieve brands with client engagement and retention with automated processes. This helps to reduce the cost on the user acquisition and in farming the users for larger ticket and cart size.

1. NETCORE SMART TECH
PRESENTED TO MAX LIFE HEALTH CARE

2. AGENDA
 Company Overview
 Customer Profile
 Digital Presence
 Digital Growth
 Competitive profile
 User Journey
 Current user journey.
 Communication across devices
 Lag identified in the process
 SmartTech
 User Journey with Smart tech
 Implementation approach
 Advantages analysis

3.  Customer Profile
 Digital Presence
 Digital Growth
 Competitive profile
COMPANY
OVERVIEW

4. DIGITAL PRESENCE
1. Max life is dominant on the Mobile web horizon accumulates a consistent growth trends in the last 12 months.
2. The reach to the new users even brings the growth more lucid with 1 Million approx. new users reach.
3. The average engagement span, 15:49, and the pager visit,14.36, across the website presents the brand stickiness
of the users with the website.

5. BRAND ASSOCIATION
1. Brand awareness is optimum
and is the best contributor to
it overall traffic across
marketing channels, clocking
around 17M approx. direct
visits/month.
2. Organic search makes trails the
second position in the channels
with an approx. 4.45M visits
accumulated.The quest for the
brand search is evident.
3. Audience loyalty can also be
gauged by the trends of the
direct visits even in the
pandemic situation.
4. Email is the channel that has
been less exploited to that of
the other marketing channels.

6. COMPETITIVE POSITION
1. Max life competes closely with its competition in user acquisition metrics, accumulating 2.15M/months
2. The user engagement of Max is almost 2x to 3x more than the contemporaries in the competition.
3. The easy navigation and user retention can easily be seen here with the wide margin, advantage, Max has over
its competitors.
4. The chances to convert more potential users seems inclined towards with the maxlife insurance.

7.  Customer Onboarding
 Communication Received
 Lag in the process
USER JOURNEY
OVERVIEW

8. CUSTOMER ONBOARDING
 Easy access to premium calculator with easy access to the
term insurance plans.
 Apt journey tracking by the level one completes.
 Communication across channels such as email, whatsapp,
SMS.
 Easy steps to the funnel to convert the order.

9. CURRENT JOURNEY
Step 1: Signup
Give in your name, age
& mobile number to
get started.
Step 2:
Selection
Select the type of
employment
Step3:Add ons
Option to customize
your plans with the
Step4:
Personal
details
Give in your personal
details .
Step 4:
Payments
Pay the premium
Exit
You are onboarded.

10. COMMUNICATION RECEIVED
Email 1: -
Introductory email: -
Apt details received on
the premium I had to
pay and with my quote
number.
Email 2: -
Introductory email: -
Apt details received on the premium I
had to pay and with my quote number.

11. COMMUNICATION RECEIVED
Received texts about my incomplete
dealing but didn’t receive any other
messages later on to complete the
order or to even greet or to offer
assistance to me from the client side.

12. LAG IN THE PROCESS
Calls:
The first call followed up the same day late at night, not a feasible time to have a
call and to leave a good impression.
The follow up calls also never left a prompt message even if the call was
disconnected. I didn’t know when there will be a next attempt of the call to me.
Emails: -
The content of the email can certainly be reworked and emails are not event
centric.The process is more call inclined.
Scope: -
The option to select a slot to get a call back to the customer or a way to directly
connect with the sales folks could be enabled or provided in the text response
post the call.
The platformWhatsApp can be utilized to intimate the client of the call attempt
and give them options to clarify any doubts, be it regarding the plans.

13. SCOPE:-
Event centric
cadence
Cadence of the emails can certainly be customized and
have more frequency with different events.
WhatsApp
integration
Option to integrate the ticketing in WhatsApp, so that
the customer can have a smooth transition
Boat Personalization in the slot picking of the sales calls and
customized messages if the customer is not available.

14.  Smart tech Overview
 Implementation approach
 Growth scope
NET CORE
SMART TECH

15. USER JOURNEY WITH SMART TECH
User onboarding
Web/app validation
Welcome series
Website/product
browsing
Behavioural analysis/tracking
Sticky bar on the web
Abandoned journey
after filling the form
Exit pop up offer on the web
Email/SMS push to
remind the customer to
complete the order
Incomplete order
Option to cross sell recommendations to
infuse funnel and expand it.
Converted
customer
Expanding the reach of offerings
Irregular buying
patterns
Exclusive offers & prompt triggers
such as complementary offer.
Loyalty programs – alluring the
customer to be consistent
Scaling the business
Mile stones
Set up the value to drive from
customer in its association.
Drive the value by number of
transactions.
End
Option to upsell campaigns/
referral campaigns

16. APPROACH
Welcome email/SMS for the
user with the basic
information about the
business.
Triggered email/SMS for the
client after waiting three days
to revisit the website and
explore for the best policy
with a few suggestions.
Triggered email for the client
after waiting three days to
revisit the website and
explore for the best policy
with a few suggestions.
Welcome email/SMS with
the email reminder about the
incomplete order.
Triggered email/ SMS with
the policy information that
the user tried to block with a
lag of three days.
Another triggered/ SMS
email after waiting a week
with different other policies
that the user might be
interested in
NEW USER NEW USER with
abandonment
Existing customers
to renew the policy
Triggered email before a month of
expiry date of the policy with the
options to explore other policies
or any offer based on the
customers association.
Triggered email before 15 days if
the renewal has not taken place.
The email will also embody the
option to explore other policy to
retain the user with another
product.
Triggered email before a week with
the best offer possible to retain the
customer
Uniquely identified
interactions as a single
user may have
multiple policies, but
it can be mapped
easily to make the
communication
precise. It will avert
chances to have
confusing/repeated
communications.

17. MEDIUMS
Catboat can drive the user
choose the best policy by their
need as it will help in more
personalized journey in both
the new users & converted
users.
The issue with the calling
times can easily be fixed if
one can get direct guidance
on the website and it will help
the user to spend more time
on the website.
Welcome text with the
option to also query about
the policies that one is
looking for. Easy servicing of
the customer with the right
information.
Can be used in the way to
also apprise the client in the
advent of a failed attempt to
connect with the user via
phone.
CHATBOTS WhatsApp Integration Retargeting of the users.
The unique identification id will
be integrated to your marketing
efforts to show the right kind of
promotional ads in the first 24 –
48 hours duration.
It will also drive user
acquisition with precision and
make your funnel more
robust with the re targeting.
It will help you build the
person and make the dual use
of the data even to re target
the customer in the later
stage of the funnel.
Assigning the sales people as
well per lead and can be
monitored in the CRM as
well with its journey. The
ample focus could be put on
the conversion.
Catboats link integration in
the email body, so that the
users can know more about
the policies and get the
instant data without hassle.

18. SALES
It will help you to drive
better sales by
personalized
communication as per
the customer journey.
S
CONVERSIONS
Custom communication
across devices will drive
better hit at the
conversions.
C
OPPORTUNITIES
It will help you drive
diverse reach to you to
offer different products
in your offerings.
O
SCALING
It will help you scale the
value not only by
revenue by also building
loyalty among audience.
S
PRODUCT ADVANTAGES ANALYSIS

19. THANKYOU
MUKUND NARAYAN MISHRA
+91 - 7200653683