Reach the right client at the right moment - automatically.
No more bulk mailings. You see daily which clients are ready for a conversation, get ready-to-send content per segment, and measure the outcome directly - in commission, retention and conversion.
You run campaigns.
But something doesn't quite add up.
You email everyone, reach no one effectively
The same newsletter to 10,000 clients. Low open rates, poor conversion - and you don't know why it isn't landing.
Segmentation takes too much time
Data is scattered across systems. By the time you have a good segment, the moment has already passed.
You don't know what works
Campaigns go out, but the link to commission impact or client retention is unclear. You optimise for opens, not outcomes.
Personalisation is manual work
Every personalised email means hours of work. Scaling to thousands of clients is impossible without additional headcount.
You know who you're reaching. You see what it delivers.
Onesurance scans your full book daily and delivers segments you can use right away: churn risks, cross-sell signals, duty of care gaps. Including personalised content per client, and results you tie directly to commission and retention.
Reach clients before they churn
Top Defend identifies clients with a high churn risk. You send the campaign - automated, personalised, at the right moment.
- Ready-made churn segment available
- Personalised email generated per client
- Open rate up to 3x higher than bulk
Reach clients at the right life event
Top Sales signals when a client needs additional cover. You respond immediately with the right message.
- Life-event segments created automatically
- Content tailored to the specific situation
- Higher conversion through relevance
Demonstrate that you care for every client
Top Care monitors the duty of care status across your book. You communicate proactively - with demonstrable evidence of your approach.
- Duty of care gaps per client made visible
- Proactive communications sent automatically
- Demonstrable audit trail for the regulator
From book data to campaign. In a day.
1. Data analysed
- Churn risk per client
- Cross-sell potential scored
- Duty of care status calculated
Daily. Automatically.
2. Segments & content ready
- AI segments by value and urgency
- Personalised content per client
- You control the tone of voice
No manual segmentation.
3. Results in commission
- Not measured in opens or clicks
- But in retained commission
- And additional policies sold
Measurable down to the euro.
Segmentation and results, visible in one dashboard.
No separate reports. You see directly which segments deliver the most, which campaigns are running and what the result is - in commission.
Campaigns that truly contribute to your book.
Personal or commercial lines - you set the focus.
Campaigns at scale
100,000+ clients reached without additional FTE
- Automatic segmentation on churn, cross-sell and duty of care
- Personalised emails generated per client
- Continuous monitoring - no more manual selection
- Measurable impact on commission and client retention
Content that empowers advisers
Marketing and adviser work together from the same signal
- Campaigns aligned with adviser priorities
- Tailored conversation support per client
- One consistent client touchpoint - marketing and advice
- Duty of care communications automated and demonstrable
All data, one platform.
Onesurance pulls client data from your existing back office and enriches it with external sources. No CSV exports, no manual integrations.
Back-office systems
Direct connection to the most widely used systems. Policy data, client relationships and commission available automatically.
External data sources
Demographic context, company data and value assessment per client - automatically enriched without manual effort.
Implementation time
From data connection to first campaigns - three weeks on average. No disruption to ongoing marketing.
Multiple channels. Fully GDPR-compliant.
Onesurance sends via the channels you already use - and complies with all privacy regulations.
Email & bulk mail
Personalised retention and sales emails on AI segments. Bulk campaigns at scale, individual follow-up automated. Content is customisable - you keep control over tone of voice and branding.
Chat & WhatsApp
Chat Agent for client interaction via website and messaging. Automatic handling or escalation to adviser for complex queries.
GDPR-compliant
Consent management built in. Opt-out processing automated. No campaigns to clients without consent. Full audit trail for the regulator.
Custom content editable
AI generates content, but you customise it. Templates, tone of voice and branding stay in your hands. No generic messages on behalf of your firm.
No bulk. No guesswork. AI-driven campaigns based on what is happening in your book - measurable down to commission level.
Ready for campaigns that actually work?
Request a demo for your book.
In 30 minutes we'll show you what your segments look like, which campaigns are ready and what the expected impact is on commission and client retention.
Book a demo →Want to introduce Onesurance to your organisation?
Share the leadership page - or ask us to contact your manager directly. We'll provide the business case.
See the leadership page →Operational within 3 weeks · Works with your existing tools · ROI-first pricing: investment earned back in commission