Benchmark of loyalty and multi-equipment practices in insurance

Provide an overview of the loyalty and multi-equipment systems put in place by the main insurers & bancassurances: decreasing pricing depending on product equipment, bundled offers, commercial offers for single-equipped customers, loyalty programs, “life events” oriented approach.

Question advisors about their objectives, practices and means
made available to them in terms of loyalty and multiple equipment: quantitative and qualitative objectives, contact plans, commercial approach, anti-attrition actions, OAV, etc.

Identify the way in which advisors are mobilized around customer satisfaction: objectives, quality control, recall of dissatisfied customers, etc.