Processes
Identify priority customers
How identify priority customers are reshaped as AGI capability advances.
ProcessesIdentify priority customers
Business-as-Code
Read as an executable program — the work decomposed into Code, Generative, Agentic, and Human.
Identify priority customers sits inside a larger value-flow — 1 parent structure it composes into. The hierarchy is grounding, not the story: it tells you which aggregate exposure Identify priority customers inherits.
Where Identify priority customers sits
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How the work flows
Trigger: A strategic marketing cycle begins or a shift in portfolio profitability triggers a reassessment of target segments.
- Aggregate historical policy and claims data
- Define risk, profitability, and lifetime value criteria
- Segment the existing and prospective customer base
- Rank segments based on strategic business priority
- Approve target customer profiles
- Distribute priority lists to engagement and underwriting teams
Outcome: A prioritized list of high-value customer segments is established and integrated into marketing and underwriting platforms.
Measured by
Segmentation Cycle TimePriority Target Conversion RateSegment Retention Rate