Insurance: Customer Segments and Personas
Description
In-depth study of insurance customer segmentation, persona creation techniques, and approaches for tailoring technology solutions to unique customer requirements.
Learning Objectives
IT professionals will master techniques of customer segmentation and persona analysis, developing systems and solutions that effectively address the needs of diverse insurance customer groups.
Topics (7)
Covers family status, retirement, education, health milestones, and event triggers, with insurance solutions for specific lifecycle needs using technology platforms.
Explores age, gender, income, occupation, and education segmentation, product tailoring, marketing messaging, and system configuration for demographic groups.
Includes consumer values, lifestyle, risk appetite, purchase behavior, product use frequency, machine learning-powered segmentation, personalization, and technology enablement.
Includes qualitative and quantitative persona development, clustering, AI-driven persona analysis, and tailoring customer journeys through technology systems.
Covers clustering algorithms, predictive analytics, lookalike modeling, customer scoring, and real-time segmentation for personalization and risk assessment.
Focuses on CRM systems, cloud and on-prem analytics, mobile segmentation, omnichannel personalization and reporting architecture.
Covers anti-discrimination laws, ethical transparency, compliance monitoring, and technology-enabled recordkeeping and regulatory auditing of segmentation models.