Life Insurance Policyholder Engagement: A Global Vendor Overview

Vendors of engagement platforms support four key strategies: acquisition, lead generation, cross-sell/up-sell, and engagement.

Boston, June 25, 2020 – Consumers socially engaging and interacting digitally are the norm today, meaning digital communication and engagement strategies should be table stakes for every life insurance carrier. Carriers engaging through health, wellness, and educational tools on a social platform are providing value to policyholders and reaping the benefits—given the right strategy and vendor are in place.

This report provides a deeper look into the value the right engagement strategy can offer a life insurance carrier. Based on 13 interviews conducted from December 2019 to March 2020 with health-and-wellness-based engagement platform providers, this report profiles 12 vendors: dacadoo, EVŌ, Human API,, Optimity, PAI Health, PDHI, roadtohealth, Sprout, Sureify, Tictrac, and Vivametrica.

This 47-page Impact Report contains five figures and six tables. Clients of Aite Group’s Life Insurance, Health Insurance, or Property & Casualty insurance service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions American Heart Association, Apple, Apple Health, Deloitte, Fitbit, Garmin, Google, Hannover RE, Health Information Trust (HITRUST) Alliance, Huami, MyFitnessPal, Polar, Reinsurance Group of America (RGA), Samsung, Swiss RE, and Validic.

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