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The Challenge

An insurer wanted to optimize a retention program that was targeting past customers on a one-size-fits-all basis.

How We Helped

SeQuel launched a CRM strategy that segmented past customers based on customer RFM data (recency/frequency/monetary). We then tested communication timing, frequency and creative, and applied learnings across segments. The refined retention strategy produced three times the number of annual policies and boosted customer LTVs.

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Campaign Testimonial:

"SeQuel’s strategists are timely and thorough in their analysis, and always offer a clear and professional explanation for their recommendations/rationale. They seek to truly understand our business, and offer new ideas for partnerships or other marketing opportunities that go beyond direct mail."
- Director of Direct Marketing, SeQuel Client
Direct Mail Design
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Increase in sales rate due to creative tests
Piggy Bank
0 %
Increase in revenue per policy
Ecommerce Growth
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New multi-buyer customers
Search Analytics Data
0 x
Increase in customer lifetime value