RightSure Insurance Group, a large national insurance agency, carried a long tail of past customers who had let coverage lapse and drifted away to competitors. These dormant clients represented significant unrealized lifetime value, but traditional “blast” win-back emails returned only single-digit re-engagement rates and required substantial on-going campaign management efforts.

APPLICA’s Intelligent Win-Back™ solution reversed that trend in just weeks. APPLICA's AI models mined years of policy, claims, and communication history to carve the dormant client list into precise win-back personas. APPLICA's technology produced persona-tuned email, text, and dynamic landing-page content, while fast-follow triggers automatically reacted to opens, clicks, and quote requests. Continual A/B testing promoted the highest-performing subject lines, offers, and call-to-actions, all with RightSure’s branding.

As a result of implementing APPLICA's Intelligent Win-Back™ solution, lapsed-policy reactivation jumped into the double digits, and average premium per reactivated client climbed sharply. By combining granular segmentation, hyper-relevant messaging, and automation technologies, APPLICA's Intelligent Win-Back™ turned yesterday’s lost customers into today's profitable renewals, without requiring any RightSure additional head-count.

• Client

  RightSure Insurance Group

  • National independent broker
  • “North America’s most-awarded insurance firm”
  • Renowned for its Famously Friendly Humans® culture

• Challenge

  Tens of thousands of lapsed policyholders with low re-engagement from generic win-back campaigns.

• Solution

  Implemented APPLICA's Intelligent Win-Back™ with AI-driven persona segmentation, personalized multichannel nurturing, and fast-follow touch automation.

• Results

  Reactivation rate: increased by 9 percentage points

  Average reinstated sales premium: increased from $620 to $880 per transaction

“Applica’s win-back reactivation technology has given birth to an entire new revenue stream and a new profit center, due to its ability to harness client sentiment and purchase preference signals. This is literally a genie in a bottle technology “

— Jeff Arnold, founder
RightSure Insurance Group

Even the most customer-centric agencies lose clients to relocation, rate shopping, or shifting coverage needs. RightSure’s lapsed-policy list had grown to a sizable book, and generic email campaigns delivered disappointing single-digit win-back rates.

RightSure needed a way to systematically re-engage past customers, surface the right offer at the right moment, and do all of this without adding marketing and sales staff.

APPLICA’s Intelligent Win-Back™ Solution

• Capability

  What It Delivered

• Persona Discovery

  APPLICA analyzed historic policy, demographic, and communication data to classify dormant clients into distinct win-back personas.

• Persona-Tuned Content

  Each past client received email, text, and landing-page copy that spoke to their motivations, objections, and preferred tone, all with RightSure’s brand voice.

• Fast-Follow Triggers

  Real-time triggers sent immediate touches when a prospect opened an email, clicked a link, or requested a quote.

• Multichannel Automation

  Email, text, and dynamic landing pages were all paced to optimal cadence.

• Continuous Optimization

  A/B and multivariate tests automatically advanced winning subject lines, value propositions, and call-to-actions to maximize lift.