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Triglevre empowers insurers to maximise the value of their existing client base by combining behavioural economics, predictive analytics, and protective value assessments. Our brokerage-led insights enable carriers to optimise client retention, enhance customer satisfaction, and identify strategic growth opportunities within their inforce portfolio.
Triglevre leverages advanced data analytics, behavioural insights, and deep knowledge of the customer journey to unlock hidden value within your inforce portfolio. Our brokerage expertise supports insurers in enhancing retention, driving conversions, and identifying growth opportunities, ultimately strengthening long-term portfolio performance and business resilience.
Proven Success
Harness Triglevre’s proprietary analytics and advanced data capabilities to make informed, strategic decisions. Our continuous innovation enables optimisation of portfolio performance and delivery of measurable, market-leading results.
Collaborative Partnership
Work alongside Triglevre’s expert brokerage teams to develop tailored solutions that address your unique business objectives. Our deep industry knowledge ensures bespoke strategies that drive sustainable growth and resilience.
Proactive Risk & Opportunity Management
Anticipate market shifts and mitigate risks before they impact your portfolio. Triglevre’s forward-looking approach empowers insurers to preserve client value, enhance retention, and capture emerging opportunities with confidence.
Leverage our range of products, services and solutions to manage your inforce portfolio
1) Behavioural Economics
Harnessing Behavioural Insights for Greater Impact
By integrating concepts from behavioural economics into your customer communication strategy, Triglevre enables you to make cost-effective adjustments that can significantly influence customer behaviour.
What are the benefits?
Understanding Unconscious Biases: Gain insights into the unconscious factors that drive customers’ financial decisions.
Driving Positive Behavioural Change: Implement strategies that encourage more favourable buying behaviours.
Addressing Customer Pain Points: Create solutions that directly address and resolve key customer challenges.
2) Customer Experience & Engagement
Enhancing Engagement Through Data, Process Innovation, and Behavioural Insights
Leveraging data analytics, process reengineering, and behavioural economics, Triglevre helps you boost customer engagement at every stage of the policy lifecycle, creating deeper connections and improving outcomes.
What are the benefits?
Optimised Sales and Conversion: Increase sales volume and conversion rates by up to 20%.
Improved Persistency: Achieve up to a 15% reduction in lapses, enhancing long-term customer retention.
Stronger Customer Engagement: Enhance customer loyalty and satisfaction, reflected in improved NPS, CSAT, and overall loyalty metrics.
3) Permanent Funding Solutions
Optimising Universal Life Policies in a Low-Interest Rate Environment
In today’s prolonged low-interest rate environment, many Universal Life policies are underfunded and diverging from their original coverage goals. Triglevre helps carriers boost funding for permanent policies, creating a win-win scenario for both the policyholder and the carrier.
What are the benefits?
Enhanced Economic Value: Improve the economic value of your inforce portfolio by optimising funding.
Increased Premium Margins: Additional premium payments contribute to stronger margins and improved financial performance.
Proactive Customer Service: Offer better service to policyholders and advisors, while proactively addressing potential future regulatory challenges.
4) Post-Level Term Management
Leveraging Data and Customer Insights to Unlock Hidden Value
Triglevre combines powerful data analytics with deep customer behaviour insights to ensure continued coverage and capture hidden value within your inforce portfolio. We’ve already helped clients achieve over $1 billion in estimated cash flow improvements.
What are the benefits?
Lapse Propensity Insights: Enhance your modelling of projected cash flows by understanding lapse behaviours more accurately.
Improved Persistency and Profitability: Effectively manage premiums to boost persistency, improve mortality rates, and increase profitability.
Affordable, Better Products: Provide more affordable and tailored products to your policyholders, improving overall satisfaction.
Leverage our range of products, services and solutions to manage your portfolio.
9) Underwriting Case Referral
A Fast, Simple, and Secure Way to Submit Cases
What is it?
Triglevre offers a streamlined, highly secure system for submitting cases and exchanging information. Designed for ease and efficiency, our solution simplifies the process, enabling you to achieve your goals through faster submissions and real-time updates.
What are the potential benefits?
Time Efficiency: Save time with quick installation and simplified case referral processes.
Improved Transparency: Gain full visibility into each case’s status, ensuring clarity at every stage.
Real-Time Updates: Access up-to-date case information anytime, empowering you to make informed, timely decisions.
10) Underwriting Consultancy
Industry-Leading Advisory and Analytics Service
What is it?
Triglevre offers comprehensive underwriting consultancy through on-site reviews or remote document analysis, supported by interview-based insights. We deliver best-in-class advice on underwriting skills, processes, products, journeys, automatic evidence limits, and much more. Additionally, we use advanced analytics to unlock deeper insights from your underwriting data, empowering better business decisions.
What are the potential benefits?
Actionable, Commercially-Focused Insights: Gain an “outside-in” view that helps identify both short-term adjustments and long-term strategic changes.
Operational Cost Savings: Streamline operations, enhance efficiency, and reduce costs while improving customer service response times.
