Investor Shelf

Glossary

Proactive Marketing

Anticipating customer needs using financial behaviour, life events, and transaction patterns to deliver relevant insurance solutions before an explicit customer request is made.

Source: Evolution of Bancassurance Toward Omnichannel, Embedded, and Personalized Distribution: Evidence from Kenya and Global Markets (Academic research) · p.3

Have a question about Proactive Marketing? Ask the AI, answers cite the source.