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Optimising marketing for insurance: lessons from Achmea’s Deployteq experience.

feb 4, 2025

Need help with your marketing automation campaigns? Book call with one of our specialists today.

In the highly regulated insurance and finance industry, where precision, trust, and efficiency are paramount, marketing automation has emerged as a critical tool for customer engagement. Mark, an email marketing specialist at Centraal Beheer, part of the Dutch insurance leader Achmea, shares how tools like Deployteq enable them to deliver seamless, effective omnichannel campaigns.

Marketing Automation in the Insurance and Finance Sector

The insurance and finance industry faces unique challenges, including compliance, complex customer needs, and extensive data management. Achmea’s success with marketing automation lies in its ability to blend personalisation with operational efficiency. By leveraging Deployteq, they have transformed customer communication and campaign execution to meet these industry-specific demands.

Key Benefits of Deployteq

Adaptable for All Skill Levels

Deployteq’s drag-and-drop interface empowers creative marketers to design campaigns without technical expertise, while also allowing advanced users to build customised templates and develop API integrations. This versatility ensures that all team members can contribute effectively.

Streamlined Campaign Design

The Campaign Designer tool in Deployteq helps translate creative ideas into actionable campaigns. “If you can draw it, you can build it,” Mark explains, highlighting how the tool simplifies the journey from brainstorming to execution.

Personalised Customer Experiences

Achmea’s standout campaign, “The Green Welcome,” epitomises the power of personalisation. New customers receive a bespoke video tailored to their name, policy details, and contact preferences. This thoughtful approach answers common customer questions upfront, fostering trust and reducing the need for follow-up interactions.

Custom Data Models for Precision

Deployteq’s data model feature enables Achmea to centralise and customise customer data. This not only enhances campaign relevance but also ensures integration with CRM systems, aligning marketing efforts with organisational goals.

Internal Efficiency Improvements

Beyond external campaigns, Deployteq supports Achmea’s internal teams by integrating disparate systems into unified portals. This innovation saves time for colleagues, enabling faster responses to customer queries.

Mark’s 3 Pillars of Success

Mark’s approach to every campaign is rooted in three guiding principles, which he calls his “3 Pillars of Success”:

Save Time

Automate repetitive tasks and streamline workflows for faster execution.

Save Effort

Simplify processes for both customers and internal teams.

Save Money

Optimise resources to minimise costs without compromising quality.

By adhering to these principles, Achmea ensures that each campaign provides value for both customers and the organisation.

Convenience Creates Loyalty in Insurance Marketing

Mark’s philosophy, “Convenience creates loyalty,” resonates strongly in the insurance and finance industry, where customers value clarity and simplicity. Achmea exemplifies this by delivering personalised, accessible, and timely communications, ensuring that even complex products and services are easy to understand.

Navigating Regulation with Automation

Operating within the stringent compliance frameworks of the insurance and finance sector, Achmea demonstrates how marketing automation can meet regulatory requirements while maintaining customer satisfaction. Deployteq’s secure and adaptable platform allows them to execute campaigns that are both compliant and customer-centric.

Conclusion

Achmea’s innovative use of Deployteq highlights the transformative potential of marketing automation in the insurance and finance industry. By focusing on personalisation, operational efficiency, and Mark’s 3 Pillars of Success, Achmea sets a high standard for creating meaningful customer connections in a digital-first world.

Ready to Transform Your Marketing Strategy?

Speak with one of our sales specialists today to discuss how Deployteq can meet your unique needs in the finance and insurance sectors.

Other blogs you might be interested in

From email to CRM: Achmea’s comprehensive marketing automation with Deployteq

5 ways finance & insurance brands can increase brand awareness with marketing automation

Marketing Automation for Financial Services

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