Proactive Policyholder Engagement 


Deliver meaningful interactions to policyholders when and where it matters most. 

HubSpot Video


Proactive Protection

Easily identify storm impact locations and proactively reach out to policyholders who may have experienced a claim event.

Loss Mitigation

Leverage seasonal weather changes to prompt and educate customers with useful risk mitigation recommendations.


Provide engaging, interactive content that integrates directly into a policyholder web portal or mobile application.

Effective policyholder engagement leads to improved retention rates 

Carriers struggle to deliver meaningful touch-points beyond billing or servicing a relatively infrequent claim.

Opterrix Engage provides insurers the tools to nurture positive engagement and increase customer satisfaction. Carriers can now drive high-touch and meaningful engagement with policyholders.

“We have a huge opportunity to proactively engage customers beyond traditional billing and claims transactions. Opterrix Engage enables us to proactively inform and protect our policyholders when natural hazards have the potential to impact their lives.”

Ryan Polster
Digital/Mobile Experience Product Manager
American Family Insurance



Want to see a live demo?

Schedule a demo, request pricing, or speak with a member of the Opterrix team.