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Customer Retention Offers
Use the Customer Retention Offers Data Processing Engine Template to get a list of customers with active policies with fewer than 10 claims in the last 10 years.
The Customer Retention Offers Data Processing Engine template includes these key nodes:
| Node Name | Node Type | Description |
|---|---|---|
| Insurance Policies | Data Source | The data source for insurance policies. |
| Claims | Data Source | The data source for claims. |
| Accounts | Data Source | The data source for accounts. |
| Claims Count | Filter | Filters accounts that have fewer than 10 claims. |
| Loss Date | Filter | Filters claims with the date in the last 10 years. |
| Expiration Date | Filter | Filters insurance policies based on the {formula name} formula. |
| Customer Retention Offers | Writeback Object | The dataset containing the list of low-risk customers. |
| Accounts with Claims and Policies | Join | Joins the claim details and insurance policy details with accounts. |
| Accounts and Policies | Join | Joins insurance policy details with accounts. |
| Claims and Policies | Join | Joins claim details with insurance policy details. |
| Months Since Loss Date | Formula | Calculates the number of months between the loss date and the current date. |
| Months Since Expiration Date | Formula | Calculates the number of months between the expiration date and the current date. |
| Customer Since | Formula | Calculates the number of years between the account creation date and the current date. |
| Claims Count | Formula | Calculates the total number of claims. |
| Claims Count and Total Claim Payout | Groups And Aggregate | Calculates the total claim payout and the total claim count. |
| Policies Count and Total Premium | Groups And Aggregate | The total number of policies and the premium amount for an account. |
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