Insurance
Excellent Customer-Centric Approach for Insurance Companies
Features
The upsell tool for your insurance sales.
Retaining existing customers is crucial in insurance sales—yet it is often neglected in day-to-day operations. Mainition systematically engages your existing customer base. This generates additional consultation appointments, cross-selling opportunities, and measurable new business from your existing customer base.
A personalized message tailored to the occasion
Whether it’s a coverage gap or a new product promotion, Mainition uses contract and communication histories to send context-sensitive messages—personalized, relevant, and sales-oriented.
No generic mass emails. Instead, targeted engagement.
Perfectly timed customer approach
Your customers are contacted at the optimal time. You retain control over content, frequency, and delivery times at all times—while the AI manages the campaign in a structured manner in the background.
Handing over qualified leads to the sales team
Relevant responses are automatically identified and prioritized. Your sales team will now only engage with customers who have a concrete interest in consulting services.
More appointments.
More cross-selling.
Less wasted reach.
If needed, Mainition also supports multilingual communication within the system.
44.000€
15.440 €
References
You're in good company
Those who don’t want to leave their customer base to chance rely on structured engagement rather than sporadic campaigns.
A medium-sized control cabinet manufacturer successfully reactivated 663 customers through AI-based existing customer activation. Within 6 weeks, this generated 8 purchase-ready leads, 5 quotation requests, and 16 reactivated customers – all without additional sales effort.
The company's goal is to prepare the market for skin screening applications for a B2B audience. To this end, the company has developed a multi-channel communication concept. Mainition's software contacts and supports new customers and follows up on over 9,700 existing leads.
.avif)
Zurich Insurance, in collaboration with Mainition, demonstrated how AI can guide customers through the process of taking out insurance in a way that is understandable, efficient, and compliant with regulations. The results provide a solid foundation for the further expansion of digital sales and consulting processes. The proof of concept showed that customers can be guided in a structured and transparent manner, while reducing the workload for sales and customer service.
Includo GmbH Includo GmbH, a growing impact startup, uses Mainition to sustainably activate existing customers, identify prospective buyers, and make growth predictable—all while communicating on equal terms and without additional sales effort.
Why Mainition?
Why is Mainition so important for insurance companies?
Unlock the potential and leverage the strengths of your inside sales team: Let your employees follow up on qualified leads and close deals. Mainition handles cold outreach via email or WhatsApp, and categorizes, sorts, and prioritizes inquiries.
Conversion without maintenance
Individual activation campaigns or their implementation depend on individual employees.
Impersonal emails.
Some responses are not processed.
Only a few customers are motivated by mass emails and newsletters.
Conversion with Mainition
Structured and ongoing engagement with the customer base.
Personalized messages with a specific context and occasion.
Responses are automatically recorded and assigned to the sales team.
Customers who are addressed personally are 5 to 7 times more likely to take action.*
Download the free e-book
The Guide to Customer Onboarding in the Insurance Industry
Unlock the potential and leverage the strengths of your inside sales team: Let your employees follow up on qualified leads and close deals.
process
How existing customer activation works
Thanks to personalized and context-sensitive communications, a large number of existing customers are returning. To this end, user data is imported
Blog
Further articles
3 reasons why newsletters often fail to generate sales
Many companies use newsletters to reach existing customers. However, in practice, open rates of 20%, click-through rates of 3%, and sales opportunities of 0.2% rarely lead to measurable revenue. The reason is rarely a lack of creativity. Rather, it is due to the concept of the newsletter.
Customer activation of the week – Week 9, 2026
Every week, genuine reactions from everyday customer life—concise and inspiring.
3 steps to reactivate existing customers—without overloading sales.
The fastest sales potential often lies in existing inventory. How can you leverage it?
Contacting Existing Customers in Compliance with GDPR
Engaging existing customers is an effective marketing tool for businesses. Simultaneously, adherence to GDPR and competition law is mandatory. By observing fundamental principles, companies can easily and legally contact their existing clientele.