Sync policyholder data from Corebridge with digital interaction data in Heap automatically. Stop manually exporting policy segments for behavioral analysis or copying interaction metrics into financial reports. Let Redbird AI connect your insurance data with user behavior tracking across both platforms.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When new policies are issued in Corebridge, automatically sync policyholder attributes to Heap as user properties. Enable behavioral segmentation by policy type, premium tier, or product category without manual data uploads.
Pull interaction frequency, session duration, and feature usage metrics from Heap into corresponding policyholder records in Corebridge. Surface which customers actively engage with digital tools versus those at risk of churn based on low activity.
Automatically compile reports that merge Corebridge policy transaction history with Heap's complete interaction logs. Track when policyholders accessed documents, made changes, or completed required actions for regulatory documentation.
Monitor Heap for drop-off patterns in conversion funnels or decreased engagement from customers with high-value annuities or policies. Trigger notifications in Corebridge workflows so advisors can proactively reach out before policy lapse.
Push key policy events from Corebridge—renewals, contribution increases, benefit elections—into Heap as custom events. Analyze how offline policy actions correlate with subsequent digital behavior and product usage patterns.
Automatically create Heap user segments based on Corebridge policy attributes like product type, contribution frequency, or years as a customer. Compare digital engagement patterns across different insurance and retirement product portfolios retroactively.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Heap with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both Corebridge's insurance policy schemas and Heap's auto-captured behavioral event structure, so you can connect policyholder data with digital interaction patterns without custom ETL.
Redbird's intelligence layer maps Corebridge policy entities—annuities, retirement plans, contribution schedules, beneficiary structures—to Heap's event taxonomy of pageviews, clicks, session properties, and user attributes. The platform recognizes when a policyholder ID in Corebridge should match a user identity in Heap, handles event timestamp alignment between policy transactions and digital interactions, and structures nested policy data into flat attributes Heap can segment on. No need to manually define field mappings or write transformation logic for financial product hierarchies.
faster than exporting policy CSVs and uploading to Heap as user properties
Redbird can pull from Corebridge and Heap simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or Heap.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into Heap, or from Heap back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any policy event in Corebridge or interaction pattern in Heap, then take action across both systems.
Fires when a new insurance policy or annuity contract is created in Corebridge.
Triggers when policy status updates to active, lapsed, surrendered, or renewed.
Fires when retirement plan contributions are made or distributions are processed.
Write engagement scores, interaction counts, or behavioral flags to policy records.
Add timestamped notes to policyholder records with digital behavior insights.
Apply tags or labels based on Heap-derived engagement levels or conversion status.
Fires when a user successfully navigates through a defined multi-step flow to completion.
Triggers when users abandon critical processes like application submission or document upload.
Fires when a user crosses a defined number of sessions or total time spent in the platform.
Attach policy attributes like product type, premium tier, or tenure as Heap user properties.
Push offline policy milestones into Heap as custom events for journey analysis.
Modify segment definitions or user assignments based on real-time policy data changes.
Connect Corebridge and Heap in minutes. Start automating policyholder data syncs, behavioral enrichment, and cross-platform reporting with Redbird AI.