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Value Markets Development

  • by MATMUT (France)

Objectives

Matmut launched the Value Markets initiative to better identify customer segments with strong growth potential and improve the quality of advisory services offered to these customers.

In an increasingly competitive insurance market, insurers must strengthen their ability to identify, develop and retain customer segments with higher value potential.

The initiative combines improved segmentation strategies, enhanced advisory capabilities and better alignment between customer needs and insurance solutions.

Objectives

  • Develop stronger customer segmentation and targeting strategies
  • Identify and prioritize high-value customer segments
  • Improve advisory capabilities for complex or high-value insurance needs
  • Deliver more personalized products and services
  • Increase the overall value generated per policyholder

Progress status

Completed / Deployed

Matmut launched the Value Markets initiative to better identify customer segments with strong growth potential and improve the quality of advisory services offered to these customers.

In an increasingly competitive insurance market, insurers must strengthen their ability to identify, develop and retain customer segments with higher value potential.

The initiative combines improved segmentation strategies, enhanced advisory capabilities and better alignment between customer needs and insurance solutions.

Objectives

  • Develop stronger customer segmentation and targeting strategies
  • Identify and prioritize high-value customer segments
  • Improve advisory capabilities for complex or high-value insurance needs
  • Deliver more personalized products and services
  • Increase the overall value generated per policyholder

Work team

  • Developed in house
  • Project Management: -
  • External partner/team: -

Work carried out to date

Key Capabilities Delivered

  • Improved customer segmentation models
  • Better identification of high-potential customer segments
  • Enhanced advisory tools supporting commercial activities
  • Improved commercial strategies focused on value creation and customer loyalty
  • Better alignment between customer needs and insurance products.

First Results & Lessons learnt

Benefits for Employees

  • Better understanding of customer profiles, expectations and needs
  • Improved tools supporting advisory and sales activities
  • Clearer segmentation helping prioritize commercial actions
  • More effective cross-selling and multi-product strategies
  • Increased ability to deliver high-quality personalized advice

Benefits for Policyholders

  • More personalized offers and services adapted to their situation
  • Better advisory support when choosing insurance solutions
  • Insurance products better aligned with their needs and life events
  • Stronger long-term relationship with insurer
  • Improved value and relevance of services offered

Difficulties encountered & Remainng Challenges

Expected Business Impact

  • Higher customer lifetime value
  • Increased multi-product ownership
  • Stronger customer loyalty and retention