Connect Corebridge and
Mixpanel with AI

Sync Corebridge policy data with Mixpanel product analytics automatically. Stop manually exporting policyholder interactions, building custom ETL scripts, or reconciling insurance product performance across disconnected systems. Redbird AI automates the entire flow from policy events to behavioral insights.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Track policyholder portal interactions as Mixpanel events for engagement analysis

Automatically capture policyholder login events, policy document views, and account changes from Corebridge as structured event data in Mixpanel. Build retention cohorts and conversion funnels based on actual customer behavior across insurance products. Measure which portal features drive policy modifications and cross-sell opportunities.

Sync annuity product performance data to Mixpanel for portfolio analytics

Push annuity contribution patterns, distribution timing, and product selection data from Corebridge into Mixpanel as custom properties. Analyze which product features correlate with higher retention and lifetime value. Segment customers by annuity type, contribution frequency, and withdrawal behavior for targeted product development.

Enrich Mixpanel user profiles with Corebridge policy and coverage details

Automatically append policy type, coverage amount, premium tier, and policy inception date to Mixpanel user profiles from Corebridge records. Enable product teams to segment analytics by insurance product characteristics without manual data joins. Track how policy attributes influence digital engagement and feature adoption.

Alert Corebridge teams when Mixpanel detects policyholder drop-off in critical funnels

Monitor Mixpanel conversion funnels for policy quote abandonment, application incompletion, or beneficiary update failures. Trigger notifications in Corebridge when behavioral signals indicate potential policy lapses or service issues. Route high-risk accounts to retention specialists before cancellation occurs.

Update Corebridge policyholder records with Mixpanel engagement scores and activity flags

Calculate engagement scores from Mixpanel event frequency and recency, then sync back to Corebridge customer records. Flag highly engaged customers for cross-sell campaigns or inactive policyholders for re-engagement. Maintain a single source of truth for customer digital behavior alongside policy data.

Generate compliance reports combining Corebridge policy data with Mixpanel access logs

Automatically merge policyholder access patterns from Mixpanel with Corebridge policy change history for regulatory reporting. Document when customers viewed disclosures before making coverage decisions. Create audit trails showing policyholder consent and acknowledgment timing across both systems.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Corebridge and Mixpanel with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Corebridge's insurance policy schemas and Mixpanel's event-based analytics model, mapping complex financial products to behavioral tracking without custom code.

AI that knows insurance data and product analytics

Redbird automatically maps Corebridge policy objects, annuity structures, and policyholder records to Mixpanel's event properties, user profiles, and custom dimensions. The platform understands how to normalize policy lifecycle events into time-series analytics, handle sensitive PII appropriately, and structure insurance product hierarchies as trackable segments. Whether you're syncing policy effective dates, premium payment events, or coverage tier changes, Redbird translates insurance terminology into actionable behavioral data without manual schema mapping.

Policy event normalization
PII handling & masking
Product hierarchy mapping
Behavioral cohort sync
10×

faster than building custom ETL between insurance systems and product analytics

No API documentation research, event schema design, or data pipeline maintenance required

Auto-generated reports

Redbird can pull from Corebridge and Mixpanel simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or Mixpanel.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Corebridge into Mixpanel, or from Mixpanel back into Corebridge. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any policy event in Corebridge or behavioral signal in Mixpanel, then take action across both platforms.

Corebridge
Triggers & Actions
Trigger

New policy issued

Fires when a new insurance policy or annuity contract is created in Corebridge.

Trigger

Policy status changed

Triggers when a policy moves to active, lapsed, surrendered, or cancelled status.

Trigger

Premium payment received

Activates when policyholder makes a premium payment or contribution to an annuity.

Action

Update policyholder profile

Modify customer records with engagement data, behavioral scores, or activity flags.

Action

Create compliance audit record

Log events for regulatory reporting, customer consent tracking, or policy change documentation.

Action

Flag account for review

Mark policies or customers for underwriting review, retention outreach, or service escalation.

Mixpanel
Triggers & Actions
Trigger

User completed event sequence

Fires when a policyholder completes a defined funnel like quote-to-application or beneficiary update.

Trigger

Engagement threshold crossed

Triggers when user activity exceeds or falls below defined frequency or recency thresholds.

Trigger

Feature adopted

Activates when a policyholder first uses a portal feature like document download or coverage calculator.

Action

Track custom event

Send policy events, transactions, or customer milestones as structured events in Mixpanel.

Action

Set user properties

Update Mixpanel profiles with policy type, coverage details, premium tier, or customer segment data.

Action

Add to cohort

Assign users to behavioral cohorts based on policy attributes or insurance product characteristics.

Corebridge
+
Mixpanel

Ready to connect your stack?

See how Redbird AI syncs Corebridge policy data with Mixpanel analytics in minutes. Stop building custom integrations between insurance platforms and product analytics tools.

Get started → Book a demo