Session 2 from Acceptiv Online Distribution Conference Sept 2017. Designing a front-end acquisition engine to pull prospective customers through to an online transaction platform. This presentation will identify how to build a customer acquisition engine front-end that is hyper-efficient, measurable and seamless through to an online transaction platform.
9. Complicated?!
Time for an
advisor!
Brands are all
the same… final
choice made on
advisor reco
and price.
2017 Online Distribution Symposium
When insurance is “sold”,
brands take a backseat
10. What brands are
out there that
appeal to me
and “feel right”?
I am going to
give this
brand a try.
2017 Online Distribution Symposium
But what about when insurance
becomes “sought & bought”..?
Who is
offering the
solution I
need?
11. 2017 Online Distribution Symposium
25%
Message seen in the right place
25%
Message seen at the right time
50%
Right message
12. 2017 Online Distribution Symposium
1. Know your
customer, their
journey, and
their triggers.
2. Get the
branding right,
and the
messaging even
more right.
3. Align market
acquisition
expense with
sales KPI.
Affordability
($/mo)
“Evaluate”
stage
Cost per
Acquisition
15. Not set and forget.
Continuously intelligent and
improving.
Ultimately optimized towards
revenue potential.
ALWAYS-ON
2017 Online Distribution Symposium
19. 2017 Online Distribution Symposium
Paid Search Earned Owned Site Application Quote Policy
ACQUISITION TRANSACTION
20. Setting up the conditions for sale.
Help the customer learn, gain confidence,
place trust, and move along their journey.
Content (beyond messaging) can help.
2017 Online Distribution Symposium