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47
PANELS
SOCIAL
STB
RETARGETING
SSP
CLOUDS
cR ID
Cross Device
Reference
CDI
Reference
SITE
VIDEO EXCHANGES
DMP
DSP
Onboarding
SEARCH
PREMIUM
PUBLISHERS
PRINT
First-party
CRM data
Database
ID
Email /
Marketing
Clouds /
Direct Mail
Stages
Website Touchpoints
Primary Focal Points
Goals
Common
Traits
Next Stage
Types of
Content
Content
Location
Name
“I think I may need life insurance”
• Likely have some life change
(+child, +spouse, loss of a loved
one, change in career)
• Advice on what to do
• Calls to action on going deeper
into learning
• What is…?
• Do I need…?
• Why get…?
• Learning center
• Newsroom
the spark
“yep, I probably should buy life
insurance”
• Don’t know exactly what they
need, but know they need
something (advice)
• Probably feel lost
• Probably reflecting on their own
mortality
• Establishing credibility
• Ensuring that they know that
Protective is there for them
(wherever they are)
• What should I do…?
• Should I get…? (e.g., term or
whole)
• What’s the best investment?
• Is now the best time?
• Learning center
• Product pages
do I really need it?
“what life insurance should I buy?”
• What’s affordable?
• Will my beneficiaries be able to
easily access?
• How easy is it to pay bill?
• Looking for simplicity, clarity, and
integrity
• Ensuring that they’re aware of
support and interaction options
(to clarify any questions, support
with purchasing)
• Product pages
• Policy Comparison
• Why Protective?
• Reputation Indicators
• Testimonies
• Product pages
• Policy finder
• About us
• Why Protective?
researching
“I’m buying Protective”
• Ready to commit to a potentially
life-long relationship with
Protective
• Looking for: integrity, simplicity,
empathy
• Bill pay
• Existing customer user
experience and satisfaction
• Quotes page
• Product page
• Chat/agent functionality
• Product pages
• Chat/ agent functionality
buying now
Awareness Acceptance Consideration Decision Billing Claims
“Ah! I need to pay my bill!”
• Trying to make sure their policy
doesn’t lapse
• Want to get in, pay, and go on
with life
• Probably doesn’t want to think
about mortality
• If they have a positive
experience, encourage loyalty
loop
• Bill pay experience*
• Autopay experience*
• Bill pay* (auto-pay)
• Login
pay like any other utility
“how am I going to make it through?”
• May be vulnerable, upset, have
heightened emotions
• Trying to process the passing of a
loved one
• May be wondering how they’re
doing to survive
• If they have a positive
experience, encourage loyalty
loop (including: testimonies)
• Claims center
• Grief processing
• Finding life insurance policies
• Online status of death benefit
• Claims center
Beneficiary securing funds
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•
•
•
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The Science of Seeking Your Customer: Research, SEO, CRM

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  • 47. 47 PANELS SOCIAL STB RETARGETING SSP CLOUDS cR ID Cross Device Reference CDI Reference SITE VIDEO EXCHANGES DMP DSP Onboarding SEARCH PREMIUM PUBLISHERS PRINT First-party CRM data Database ID Email / Marketing Clouds / Direct Mail
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  • 63. Goals Common Traits Next Stage Types of Content Content Location Name “I think I may need life insurance” • Likely have some life change (+child, +spouse, loss of a loved one, change in career) • Advice on what to do • Calls to action on going deeper into learning • What is…? • Do I need…? • Why get…? • Learning center • Newsroom the spark “yep, I probably should buy life insurance” • Don’t know exactly what they need, but know they need something (advice) • Probably feel lost • Probably reflecting on their own mortality • Establishing credibility • Ensuring that they know that Protective is there for them (wherever they are) • What should I do…? • Should I get…? (e.g., term or whole) • What’s the best investment? • Is now the best time? • Learning center • Product pages do I really need it? “what life insurance should I buy?” • What’s affordable? • Will my beneficiaries be able to easily access? • How easy is it to pay bill? • Looking for simplicity, clarity, and integrity • Ensuring that they’re aware of support and interaction options (to clarify any questions, support with purchasing) • Product pages • Policy Comparison • Why Protective? • Reputation Indicators • Testimonies • Product pages • Policy finder • About us • Why Protective? researching “I’m buying Protective” • Ready to commit to a potentially life-long relationship with Protective • Looking for: integrity, simplicity, empathy • Bill pay • Existing customer user experience and satisfaction • Quotes page • Product page • Chat/agent functionality • Product pages • Chat/ agent functionality buying now Awareness Acceptance Consideration Decision Billing Claims “Ah! I need to pay my bill!” • Trying to make sure their policy doesn’t lapse • Want to get in, pay, and go on with life • Probably doesn’t want to think about mortality • If they have a positive experience, encourage loyalty loop • Bill pay experience* • Autopay experience* • Bill pay* (auto-pay) • Login pay like any other utility “how am I going to make it through?” • May be vulnerable, upset, have heightened emotions • Trying to process the passing of a loved one • May be wondering how they’re doing to survive • If they have a positive experience, encourage loyalty loop (including: testimonies) • Claims center • Grief processing • Finding life insurance policies • Online status of death benefit • Claims center Beneficiary securing funds
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