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Medibank ramps up real-time intervention to retain insurance coverage protection prospects – Cloud – Software


Medibank has upgraded its purchaser information foundation to allow it to answer contextually in “near real-time” in conditions akin to if the consumer is exploring cancelling their membership.

Medibank ramps up real-time intervention to retain insurance customers



Medibank’s Leah Cassidy (centre) and Jon Goh (correct).

The new information foundation, Salesforce Data Cloud, may be enabling the nicely being insurer’s entrepreneurs to “orchestrate connected customer experiences” all through engagement channels, in step with orchestration lead Leah Cassidy.

Data Cloud acts as a kind of customer data platform that will work with Salesforce information, along with information saved in third-party applications, to help with purchaser personalisation all through channels.

It has makes use of every by the promoting division along with by completely different capabilities inside Medibank.

Medibank has used Salesforce experience for larger than a decade.

Head of promoting experience and orchestration Jon Goh talked about Data Cloud “is the promise of where the Salesforce technology is headed”.

“It is at the centre of our marketing stack and marketing engine room,” he instructed a Salesforce Agentforce conference in Sydney. “Our marketers are able to see that single view of marketing.”

Medibank first adopted Salesforce’s Marketing Cloud to make member experiences further personalised numerous years previously.

According to Cassidy, the combo of Data Cloud and Marketing Cloud provides “enriched context” that permits “real-time” purchaser interaction.

Moreover, it has started to underpin and permit further refined digital promoting efforts.

“Data Cloud is our foundation for being able to orchestrate connected customer experiences,” Cassidy talked about.

“Today, we nonetheless are significantly centered on delivering campaigns and we do personalise all through channels, nonetheless it’s not always fixed.

“Data Cloud is actually allowing us to shift our focus to delivering experiences. [What] is particularly powerful for our marketers is the insights it gives us into our marketing segmentation and our audiences. And this means that the marketers can use these insights to optimise existing experiences or build new ones.”

Additionally, the platform permits Medibank to create a “unified” purchaser profile that mixes offline information with prospects’ on-line behaviour.

This, Cassidy outlined, may be utilized to behave if a purchaser has, as an illustration, appeared on the ‘cancel my membership’ internet web page on Medibank’s web page.

“We can overlay this data with the members’ marketing segment in Data Cloud,” she talked about, together with that this helped the company converse to the consumer based mostly totally on their age, stage of life and completely different parts which can be pertinent in convincing them to stay.

Cassidy moreover talked about that present members that browsed completely different insurance coverage protection merchandise nonetheless didn’t purchase might very nicely be “proactively retargeted” using that combined context from Data Cloud, assuming the member had consented to such contact.



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