Young Professional Lifestyle Bundle
Strategic
95
Financial
70
Confidence
50
Risk
57
Capacity
64
Total Score
68
Initiative Name
Young Professional Lifestyle Bundle
Executive Sponsor
Chief Commercial Officer
Project Cost
$5,800,000.00
Status
Proposed
Investment Type
Growth
Business Owner
VP, Consumer Lines
Short Description
Bundled offering for the 25–35 cohort: renters + first-auto + starter term-life under a single account, with a mobile-first onboarding flow. Designed to capture customers at the moment of life-stage formation and retain them through their auto/home cross-sell trajectory.
Strategic objectives
Grow Revenue in Underpenetrated Customer SegmentsPrimary
Captures the under-penetrated 25–35 cohort at the moment of household formation.
View on Strategy pageIncrease digital channel conversion and self-service adoptionSecondary
Delivery is via mobile-first digital onboarding rather than agents.
View on Strategy page