Percentage of Homeowners Insurance Customers who are Robinsons

Among Current Customers

Stakeholder(s): CEO, CFO, CMO, Head Personal Lines, Product Manager, Advertising, Marketing, State Level Managers
Goal: Tracking what percentage of your current customers are bundled customers

LIST capabilities:

  • 3 Years of history on bundling of auto and property insurance
  • Competitive analysis
  • Geographic insights
  • Ability to cut further by demographic, segment
  • Ability to overlay pricing data

Example insights:

  • Historically, Carrier has had more bundled Robinson customers compared to the Industry
  • Beginning in Q3 2024 Carrier fell under the industry average, and has continued to drop further below in Q1

Already a LIST subscriber? Here is how to Replicate this Use Case.

Carrier Line:
Filters: (Found in the Home Insurance Questions tab) “Do you own or rent the primary place where you live?= “Own” AND “Who is your current home insurance/renters insurance company? = Carrier
Columns: “Interval” in set to “Quarter”
Rows: (Found in the Demographics Tab) “Customer segments” percent shown is “Robinsons”

Industry Line:
Filters: (Found in the Home Insurance Questions tab) “Do you own or rent the primary place where you live?= “Own”
Columns: “Interval” in set to “Quarter”
Rows: (Found in the Demographics Tab) “Customer segments” percent shown is “Robinsons”

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