insurance
Uncover and Engage the Optimal Individuals for Cross Sell
Stop guessing. Start converting. Catchlight delivers AI-powered intelligence that scores, enriches, and prioritizes your existing insurance clients.
Book a strategy callThe growth challenge in insurance
Catchlight’s Insurance Use Cases
Some ways for insurers to harness Catchlight’s AI technology to help improve their sourcing, prioritization and engagement of the highest quality leads in their pipeline.
Still Have Questions?
FAQs regarding Catchlight’s technology, pricing plans and general support
Talk to the teamCatchlight helps insurance firms identify and engage the best individuals for wealth management cross-sell. We transform fragmented data into actionable insights so advisors can prioritize high-value opportunities and convert faster.
Catchlight helps insurance firms convert existing insurance customers into other product lines, like wealth management. Catchlight’s predictive models uncover hidden potential, helping firms increase wallet share and deepen client relationships.
Catchlight integrates with leading CRMs like Salesforce, Wealthbox, and Redtail, and others via API, enabling advisors to access enriched profiles and conversion likelihood scores without leaving their core systems.
Catchlight’s processes and development are built for enterprise compliance expectations, including SOC 2 Type II. We pair security with governance for custom model development and data handling.
Yes. Every customer can work with a success manager and has access to Catchlight’s experienced team members for workshops and ongoing optimization.
