Insurance: Case Studies, ROI & Implementation Examples

Contentful helped Asurion manage 11,000 web pages with ease. Asurion migrated all content in just five months. Content authors now... control and update pages without developer help. The platform improved site reliability and reduced downtime. Asurion can localize content for many regions without growing its digital team. Contentful supports fast, scalable content management and better search rankings.
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Digital Guardian Secure Collaboration helped a leading global insurance provider protect sensitive customer data for over 90 million clients in 60+ countries. The company needed... to secure PII and PHI shared through cloud platforms like Box, SharePoint, and OneDrive. Fortra’s solution enabled strong encryption, granular access controls, and seamless integration with existing security tools. The provider improved compliance, streamlined secure data sharing, and boosted employee productivity. No agents or plugins were required for secure access, making collaboration easy for all parties.
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Templafy helped If P&C Insurance centralize document templates for 6,500 employees across 11 countries. Employees now access up-to-date, compliant templates... from one place. Document creation is much faster and always follows brand guidelines. The company no longer relies on external agencies for branding. Staff save time and focus on more important tasks. Document quality and consistency improved for all business areas.
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Agility CMS helped Green Shield Canada move its website to a Jamstack architecture. The old server setup was costly and... hard to scale, causing downtime and higher expenses. With Agility CMS and Netlify, Green Shield Canada now pays only for what it uses. The new setup lets them manage over 25 years of content with fewer limits. Website performance and SEO improved after the migration.
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Contentstack helped RSA Insurance speed up content publishing and improve brand consistency. RSA moved content management in-house, reducing reliance on... third-party vendors. Content editors now control updates, making changes quickly and reducing errors. The company saw faster time to publish and better site performance. Brand trust and engagement increased across multiple regions.
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M-Files helped Austbrokers Countrywide improve document management. The insurance company used M-Files to streamline processes. This made it easier to... focus on customers. The solution supported business growth. M-Files helped the team work more efficiently. The company improved customer service with better information access.
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Windward helped CodeObjects cut document template creation time by 80%. Before, it took 3 weeks to make a template. Now,... it takes just 2-3 days. Setting up complex form rules is over 80% faster. Customer deployment dropped from 1 month to 5-10 days. Customers learn the new tool 70% faster than before. CodeObjects saves time and money with Windward's Word-based integration.
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Cigna Life Insurance New Zealand used ActiveDocs to automate document generation for its insurance products. The solution integrated with Cigna’s... internal and public-facing systems, supporting both underwriters and e-fulfilment. Cigna achieved fast, accurate document creation and reduced errors. The company standardized branding and improved compliance. Business users can now update templates quickly, boosting productivity and agility.
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Docsvault helped Thompson & French Insurance Brokers go paperless. The insurance firm struggled with lost time and poor document management.... After adopting Docsvault, they nearly doubled their efficiency. MS Office integration and PDF conversion made editing and storage easier. Search tools and folder monitoring saved time and reduced manual work. The team no longer needed a full-time person for scanning jobs.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Concordia used LiveTiles Intranet and Microsoft SharePoint to modernize its internal communications. The company needed a simple, secure, and engaging... intranet for its 1,300 employees. The new platform improved employee engagement and made it easier to share information. It also helped teams collaborate and complete business-critical tasks faster. Early feedback from staff was very positive, showing strong adoption and satisfaction.
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Iron Mountain's Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe achieve a 70% signature rate on customer addendums. The company needed... to secure its portfolio and comply with strict legal and reinsurance regulations. Iron Mountain deployed iBPM to manage complex workflows and ensure confidentiality and security. The solution enabled the company to update and mail 1.5 million addendums, reaching a record signature rate twice the industry average. Piloting the project first allowed for quick problem-solving and smooth scaling.
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Oregon Professional Liability Fund used Document Locator to manage 150 boxes of paper files. Staff found it hard to search... and retrieve documents before. The new system made archives easy to access and reduced paper storage by 90%. Employees now save time and space. Document Locator also improved collaboration and supports integration with Microsoft applications.
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Pease-Kerr-Canfield Insurance used DocStar to digitize and manage documents. The agency scanned about 30 documents daily, integrating DocStar with their... AMS system. This reduced paper storage, improved document retrieval, and cut delays in customer service. Staff saved time, errors and omissions dropped, and the agency expects to save $500 in copy costs in the first year. Fast access to records helped answer client questions on the first call, boosting productivity and client satisfaction.
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Pantheon and Aten helped Vertafore move from Drupal 7 to Drupal 9. The new site improved speed and made updates... easier for the marketing team. Vertafore saw a 25% increase in leads and a 10% rise in page visits per session. The bounce rate dropped by 8%. The marketing team can now publish new pages in a day. Paid campaigns on Google Ads and social media perform better than before.
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Newgen’s CCM and ECM platforms helped a large US-based insurance and annuity provider modernize policy servicing. The insurer faced high... service volumes, manual processes, and legacy systems that slowed operations and raised costs. Newgen unified workflows, automated requests, and enabled omnichannel service. The solution migrated 40 TB of content, optimized 100+ processes, and consolidated four legacy systems into one AI-based repository. 400 users now access the platform across back office and contact center teams.
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MP Rennsteig, an insurance broker in Germany, needed to automate paper-based processes to boost productivity and meet high customer service standards. They chose docuvita... document management system for document classification, archiving, and workflow automation. Integration with their Assfinet insurance broker software enabled seamless data use and faster document processing. The solution reduced customer inquiry turnaround from 24 hours to minutes. Employees now access documents securely and respond to clients much faster, raising productivity and satisfaction.
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Sigma helped a leading US insurance company cut reporting costs by 90%. The company replaced manual, error-prone workflows with Sigma’s... self-service analytics. Business users now build reports without IT help, using a spreadsheet-like interface. Claims reporting that cost $60,000 per month is now automated. Time-to-value for business studies reports improved by 75%. Sigma’s integration with Snowflake ensures real-time data and better security.
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Hevo helped ProtectAll save $60,000 in maintenance and tooling costs by replacing Pentaho. The company also saved over 30 hours... each week by eliminating manual data-hunting. ProtectAll unified data from Sage, Zoho One, and other platforms into a central analytics layer. Real-time portals and automated reporting improved transparency for dealers and technicians. Leadership now uses unified dashboards for faster, smarter decisions.
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Nationwide Insurance used H2O. ai to build a centralized data science team. They created a patented model factory to monitor...AI and ML models across their business. With H2O Driverless AI, they rapidly explored data and prototyped models for customer retention, fraud, and risk segmentation. The company achieved millions in savings and scored 25 billion models. H2O.ai helped deliver stable, unbiased models and improved member services.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Qoala used Holistics to centralize their business intelligence. Their data was scattered across many sources and formats. This made it... hard to answer partner questions and track performance. Holistics helped them bring all their data together. Now, Qoala can quickly access insights and improve productivity. The team can answer partner questions faster and manage product data better.
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Pyramid Analytics helped vdek, a German health insurance association, manage 1. 5 billion records and support 275 users. vdek used...self-service analytics to prepare for hospital budget negotiations and simulate new charging systems. The platform enabled forecasting of costs and improved decision-making during negotiations. Employees gained the ability to interact with data directly, reducing the burden on IT. vdek met both cost and quality requirements with Pyramid Analytics.
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HSB used Informatica Multidomain MDM to master customer, equipment, and policy data. They improved claims processing by accurately matching insured... equipment locations to claims and policies. Informatica Axon Data Governance helped HSB build a common data dictionary and business glossary. Informatica Data Quality cleansed data, supporting better risk analysis and pricing. HSB now makes faster, more confident underwriting decisions with reliable data. The solution improved customer experience and enabled better risk management.
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Shift Technology uses GoodData analytics to help insurers detect fraud. The platform analyzes millions of claims and identifies over $5... billion in fraud each year. Insurers see a 69% acceptance rate for fraud alerts, speeding up investigations. GoodData dashboards show how fraud detection increases ROI for insurance companies. Shift Technology leverages more than 100 GoodData workspaces for its clients. The solution improves efficiency and saves insurers hundreds of millions of dollars.
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Jerome Vernon, working at a major health insurance provider, shared his experience with DevExpress. He highlighted how DevExpress tools helped... him save both time and money. The testimonial emphasizes the value of DevExpress for developers who need efficient solutions. Jerome's story shows the impact of DevExpress on productivity in the insurance sector.
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Swiss RE used CARTO to improve geodata modeling in insurance. They needed to assess natural catastrophe damage quickly for underwriters.... CARTO helped them build a platform in three weeks to analyze satellite imagery and deliver results. The solution enabled large-scale analysis, including flood detection and crop yield estimation. Email integration made it easy for business users to access insights fast.
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Front helped Branch Insurance boost their CSAT score from 85% to 90% in six months. The company cut customer response... times by 75%, dropping from 5.5 hours to 1.4 hours. Branch saw a 482% ROI and saved over $715,000 in productivity and costs after switching from Zendesk. Their support team now handles double the message volume with only three additional staff. Front’s analytics and intuitive design improved onboarding speed and team collaboration.
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BriteCore helped The Great Bay Insurance Group, a fast-growing P&C insurer, launch and scale their business. The company used BriteCore’s... cloud-based core system for quoting, claims, billing, and management reporting. In two years, Great Bay grew their Direct Written Premium from zero to $20M. Staff could work remotely and adapt quickly during the COVID-19 pandemic. Integrations with vendors like MassPrinting, ISO, HazardHub, and InsVista improved efficiency and reduced costs.
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Lunar CRM helped a claims management company automate manual processes. The team built custom reporting and new workflows for the... business. Managers now track performance with integrated tools. The reporting suite highlights areas for improvement. Sales workflows help maximize every new lead. The company saw better performance after using Lunar CRM.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
Show More..

Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
Show More..

Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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EcosAgile helped Bene Assicurazioni manage HR processes as the company grew. Bene Assicurazioni needed a digital Human Capital Management solution... to support its expanding workforce. The company chose EcosAgile after evaluating many HCM systems. Employees now use mobile tools to stay connected and access HR services. The solution also supports AI-powered recruiting with CV parsing.
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Pipedrive helped Leni, Leon & die Luchse, a German health insurance provider for children, transform their sales process. Before Pipedrive, they... managed leads with Gmail and Google Contacts, losing many deals. After switching, they automated lead capture and document generation using integrations like Zapier and GravityForms. Now, 90% of leads come from their web form and flow directly into Pipedrive. The founders report their sales process improved from a 2 to a 9.2 out of 10.
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Act! CRM helped MAP Insurance centralize data for over 1,000 customers. The platform made it easy to track key dates,... policy renewals, and customer milestones. MAP Insurance used Act! to keep detailed notes and photos for each client, building stronger relationships. The CRM's customization let them organize information in ways that fit their business. With Act!, MAP Insurance could access client data from anywhere and never miss a sales opportunity. This led to better customer service and ongoing business growth.
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CSS Group used NLP and AI to automate the categorization of 60,000 annual customer feedbacks. Manual labeling was slow and... inconsistent. b.telligent built a custom pipeline using BERT to classify feedback and analyze sentiment in four languages. The new system delivers more consistent, reproducible results and reduces operating costs. CSS now responds faster to customers and can extend automation to other service areas.
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Animaker helped BGS Agency boost email open rates from 15% to 40%. The agency used Animaker to create custom animated... videos for insurance marketing. These videos made complex topics simple and engaging. Including videos in outreach emails led to a 20% increase in sales conversion. Animaker's platform gave full creative control and saved costs on video production.
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ELB Learning helped Blue Cross Blue Shield of Massachusetts cut call center onboarding time by 50%. The old process took... over 10 weeks and caused high turnover. ELB Learning created a new onboarding blueprint, personalized learning paths, and just-in-time support. They added new job aids and blended training to make learning easier. The new program improved employee retention and made training more effective.
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McGohan Brabender uses Vyond to create animated videos that explain employee benefits to clients and their employees. The team produced... a series of 27 videos covering topics like medical and dental coverage. These videos help clients make informed healthcare decisions and empower healthier living. Vyond allows easy customization for each client and supports creative storytelling. Clients appreciate the engaging format, which saves time and ensures consistent messaging.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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Liberty Mutual used AWS to move to a serverless-first approach. The company reduced computing costs to $60 per million transactions.... It now processes 100 million transactions monthly in its FCS system. Application build time dropped from 1 year to 3 months. Over 3,500 serverless patterns were deployed in one year. Staff spend less time on infrastructure and more on building quality solutions.
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Liberty Mutual used AWS to move to a serverless-first approach. The company reduced computing costs to $60 per million transactions.... It now processes 100 million transactions monthly in its FCS system. Application build time dropped from 1 year to 3 months. Over 3,500 serverless patterns were deployed in one year. Staff spend less time on infrastructure and more on building quality solutions.
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IBA switched from a traditional CMS to Archbee for their end-user documentation. They needed better integration of written and API... documentation. Archbee provided a flexible platform with AI-assisted search. IBA now integrates documentation with their platform and is building tenant-based knowledge portals. This improved how they deliver information to customers.
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Flipsnack helped PINEYWOODS Benefits cut benefit guide creation costs by 80%. The agency used Flipsnack to quickly create and customize... digital guides for clients. Interactive features like embedded links and videos made the guides stand out. The switch to digital guides led to a 100% adoption rate among clients. PINEYWOODS Benefits saved time and money while improving client engagement and satisfaction.
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Zurich used personalized video to boost customer retention during insurance renewals. The company delivered renewal information in a video format... tailored to each customer. This approach made the experience more engaging and personal. Zurich aimed to reduce churn and build stronger customer loyalty. The case study highlights strategies and results from these video campaigns.
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Elucidat helped Domestic & General cut compliance fails by over 50% in key areas. The team used microlearning modules to... target knowledge gaps, making training more engaging and accessible. Over 6,800 employees completed courses voluntarily. This new approach led to a measurable drop in compliance issues and boosted employee engagement. The company now sees a culture of curiosity and proactive learning.
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CNM Prévoyance Santé, a French supplemental health insurance company, chose Vocalcom Hermes to run 100% remote customer service. The company manages... over 80,000 inbound and outbound calls yearly with two contact centers. Vocalcom's platform helps CNM answer 96–98% of calls and personalize service for 90,000 members. Integration with CRM and business tools enables efficient, omnichannel engagement. Real-time supervision and IVR management boost contact center performance.
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Foyer Global needed to serve expat customers in 15 languages across 5 continents. They wanted a seamless omnichannel cloud solution... for speed, efficiency, and unified workflows. AnywhereNow integrated with Microsoft Teams and Salesforce to connect all communications in one system. This helped Foyer Global improve customer experience and maintain their digital workspace. The solution supported their international health insurance services.
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Ozonetel's smart IVR helped ACKO cut IVR time by 20%. The system improved routing accuracy by 20% and made resolutions... 50% faster. ACKO automated 3,000 customer requests per month with self-service IVR. Customer satisfaction reached 90%, 15% higher than the industry average. Freshdesk integration gave agents context, reducing handle times by 50%.
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FCT used CallMiner to analyze 100% of customer interactions, moving beyond quarterly surveys. This gave them real-time, data-driven insights into... customer sentiment and needs. The company improved agent coaching and product development using AI-based feedback analysis. They saw a 73% drop in calls and saved $21,000 by adjusting agent scripts. FCT now uses customer insights to inform marketing, sales, and cross-departmental strategies.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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Alvaria CXP helped The General, an auto insurance provider, improve customer service with advanced IVR and SMS self-service tools. Over 65% of... callers now complete tasks in the IVR, up from a typical 30% rate. This led to significant cost savings and higher customer satisfaction. More than 50% of customers opted in for proactive payment and renewal reminders. The General reduced labor costs and policy lapses while increasing retention.
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CallShaper helped Tyler, an independent insurance agency owner, streamline compliance and boost campaign agility. Before CallShaper, Tyler used a mix... of Twilio, JustCall.io, and Aircall.io, which slowed down campaign launches and required manual work. With CallShaper, Tyler can launch new campaigns in under two hours without developers. The platform automates compliance, integrates with his CRM, and reduces setup time by 80%. Tyler eliminated three tools, simplified training, and reduced compliance risk for Medicare campaigns.
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Contify helped a global US-based insurance company automate its market intelligence newsletters. The strategy team switched from weekly to daily... updates, cutting the time delay for strategic information by 85%. Contify’s platform combined automation and expert curation to deliver structured insights. The company saved 70% of the time spent on manual research. Executives received timely, actionable intelligence for faster decisions.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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OWOX BI helped a leading direct insurance provider measure ad success and increase ROAS. The company struggled to track advertising... impact across online and offline channels. OWOX BI Pipeline consolidated website, CRM, and ad cost data in Google BigQuery. Funnel-based attribution models revealed undervalued and overestimated channels. The company automated reporting, improved budget allocation, and achieved a 100% higher ROAS for one channel.
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HSB used Informatica Multidomain MDM to master customer, equipment, and policy data. They improved claims processing by accurately matching insured... equipment locations to claims and policies. Informatica Axon Data Governance helped HSB build a common data dictionary and business glossary. Informatica Data Quality cleansed data, supporting better risk analysis and pricing. HSB now makes faster, more confident underwriting decisions with reliable data. The solution improved customer experience and enabled better risk management.
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Data Axle helped a top 5 US health insurer use data management and analytics to improve customer acquisition. The insurer unified... legacy and new data to target prospects with personalized, geo-targeted campaigns. This led to a 32% drop in disengaged website visitors and a 4–8.2% lift in acquisition rates for target audiences. Lead quality improved by 5 percentage points. The insurer saved an estimated 3,000 hours through efficiency gains.
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Moodle helped Asuransi Astra boost learning engagement by 340%. The company needed a flexible, mobile-friendly platform for its 1,700 employees.... Moodle's responsive design and mobile app made training accessible anywhere. Employees now use the platform to share knowledge and track learning. The shift improved participation and made learning part of daily work.
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ELB Learning helped Blue Cross Blue Shield of Massachusetts cut call center onboarding time by 50%. The old process took... over 10 weeks and caused high turnover. ELB Learning created a new onboarding blueprint, personalized learning paths, and just-in-time support. They added new job aids and blended training to make learning easier. The new program improved employee retention and made training more effective.
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Learning Pool created an interactive e-learning course for Swiss Re to explain their Digital Governance Framework. The course uses animation,... motion graphics, and interactive scenarios to engage over 12,000 employees. Around 500 staff have already completed the non-mandatory training. Feedback has been positive, with users finding it fun and comprehensive. Swiss Re plans to make the course mandatory for its IT division.
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Learning Pool created an interactive e-learning course for Swiss Re to explain their Digital Governance Framework. The course uses animation,... motion graphics, and interactive scenarios to engage over 12,000 employees. Around 500 staff have already completed the non-mandatory training. Feedback has been positive, with users finding it fun and comprehensive. Swiss Re plans to make the course mandatory for its IT division.
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Bricker Insurance Education used DigitalChalk LMS to improve their insurance training programs. They needed a simple way to create and... launch courses without technical skills. DigitalChalk made it easy to upload materials and start new courses fast. The platform saved them time and money by streamlining course delivery. Its reporting tools helped them meet regulatory compliance with daily reports. Even users with little tech experience found the system easy to use.
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Docebo helped Insurity move from costly, in-person training to a scalable online learning platform. Insurity saw a 50-point increase in... employee NPS and a 30x rise in active users. 90% of employees now report growth and learning opportunities. Automated compliance training and integrated third-party content improved efficiency. Employee retention and satisfaction increased, with more internal promotions and returning staff.
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LOMA used Content Controller to deliver micro-learning courses to over 700 member companies in the insurance industry. Members wanted short,... high-quality training modules delivered directly in their own LMS, not a separate platform. Content Controller enabled LOMA to manage licensing, automate subscriptions, and distribute content in any standard. In the first six months, the program saw 6,600 course completions, a 91% satisfaction rating for on-demand access, and a 99% satisfaction rating for learning effectiveness. LOMA won a Brandon Hall Group HCM Award for this program.
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AmplifAI helped a Fortune 500 insurance provider increase supervisor productivity by 40%. Supervisors saved an average of 3 hours per... day using role-based dashboards and auto-generated coaching actions. The solution unified data from multiple systems and automated follow-up coaching. This brought consistency to supervisor actions and improved team performance. Leaders saw faster, more accurate coaching decisions and better agent outcomes.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Dynatrace helped Al Rajhi Takaful boost insurance renewals by up to 80%. The company gained real-time visibility into customer journeys,... allowing teams to quickly spot and fix issues. Root cause analysis time dropped from 10 hours to just 15 minutes. Al Rajhi Takaful reduced its monitoring tools from five to two. Application response times improved from eight seconds to under one second. These changes led to better customer experiences and higher revenue.
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Centrical helped SwissLife Select boost insurance sales by 10. 4% per agent. The company wanted employees to sell new products,...not just familiar ones. Centrical's mobile app set dynamic goals and tracked performance in real time. Salespeople competed in challenges and felt motivated. New product sales rose by 45%. Top performers increased their sales by 30%. The company saw three times higher quota attainment.
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Plecto helped If Forsikring's commercial sales team increase B2B sales by 50%. The team used real-time dashboards and gamification to... boost motivation and track sales data accurately. Managers set up competitions and tailored KPIs for new and experienced advisors. This improved sales culture and made performance visible to everyone. The result was higher sales and better teamwork across the office.
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SalesScreen helped Allianz boost engagement and motivation across remote sales teams. Real-time notifications and a shared feed let everyone celebrate... wins together. Managers used the mobile app to stay connected and give feedback, even outside office hours. The UK sales team nearly hit 100% of their targets before Q4. Friendly competition and new reward options increased team morale and inclusion.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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Stitch helped Metromile cut data integration time from days to under an hour. The team now configures new integrations in... just 10 minutes. Metromile can focus on data quality and business value, not manual processes. Stitch and Snowflake let them quickly analyze new insurance products, like their partnership with Turo. Data is now easier to connect, protect, and use for growth.
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Fulcrum helped Carrington Risk cut field engineer report writing time by 66%. Before Fulcrum, reports took up to 60 days... and required manual edits. Now, data collection is faster and more accurate, with location data added automatically. Reports are sent to clients immediately, speeding up risk management and insurance premium negotiations. Carrington Risk uses Fulcrum to streamline property risk surveys and improve client outcomes.
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CATIC used Tresorit to replace risky email attachments and slow physical mail with secure, encrypted file sharing. Teams now send... large legal and claims documents in minutes, not days. External partners and clients access files easily, without creating accounts. Audit logs and end-to-end encryption ensure compliance and data protection. CATIC values Tresorit’s simplicity, security, and responsive support.
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Files. com helped AFR Insurance automate secure SFTP transfers and file workflows. AFR replaced manual, error-prone processes with automated document...handling and branded client portals. The Life department now receives decrypted documents in minutes, speeding up policy issuance. Compliance improved with end-to-end encryption and audit logs. IT efficiency increased as legacy systems were retired, reducing operational overhead. Clients and agents now enjoy a simple, secure upload experience, boosting satisfaction.
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FileHold helped an insurance services agency solve file management problems caused by paper-based processes. The company faced compliance changes and... a surge in new business, making it hard to track files and wasting hours daily. FileHold's document management software improved collaboration and made workflows easier. The underwriting and new business teams used FileHold to build and manage case files. The company scaled staff more easily and reduced reliance on paper, boosting efficiency.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Flowfinity helped Freedom Health replace paper forms and laptops with a custom iPad app for 200 field sales reps. The new mobile... solution enabled real-time data collection and digital signatures, speeding up insurance application processing. Sales agents can now serve customers anywhere, even without network access. The app improved data quality and reduced manual data entry. IT can quickly update and deploy changes to the app without programming. Freedom Health plans to expand the solution to field auditors.
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Jerry. ai used CleverTap to improve their insurance app's conversion rate by 15%. They faced challenges with user onboarding, engagement,...and retention. CleverTap enabled personalized omnichannel campaigns and automated follow-ups. This led to faster user activation and $15,000 in monthly operational savings. Real-time analytics and segmentation helped Jerry.ai understand user behavior and boost growth.
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Jerry. ai used CleverTap to improve their insurance app's conversion rate by 15%. They faced challenges with user onboarding, engagement,...and retention. CleverTap enabled personalized omnichannel campaigns and automated follow-ups. This led to faster user activation and $15,000 in monthly operational savings. Real-time analytics and segmentation helped Jerry.ai understand user behavior and boost growth.
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AAA Insurance used Logiforms to help agents manage online insurance quotes, sales leads, and claim submissions. They needed a secure,... scalable, and mobile-friendly solution for all their clubs. Logiforms let non-technical staff build smart forms that adapt as customers enter information. The platform works across North America and keeps member data safe. AAA improved efficiency and user experience for both agents and customers.
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RingCentral helped Higginbotham cut telecom costs by 50%. The company unified communications for 1,600 employees across acquired businesses. Employees now... use phone, SMS, chat, and digital fax in one platform. Most support requests are handled in 30 minutes instead of days. Account managers and support reps improved workflows with SMS texting. Higginbotham can now quickly integrate new acquisitions into a single communications system.
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Allianz used Insider’s AI-powered segmentation and unified customer data platform to overcome fragmented data and strict privacy rules. The solution enabled... Allianz to create real-time, 360-degree customer profiles and launch targeted, personalized campaigns. With Insider, Allianz achieved an 80% opt-in rate for app push notifications, 20% higher than the industry average. The platform delivered measurable ROI within days and increased customer lifetime value. Fast, secure integration empowered marketing teams and ensured compliance.
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Univé used Betty Blocks to speed up innovation in insurance services. They cut development time from one year to just... 2.5 months. The team built real applications quickly, not just mockups, to test new ideas with real users. Their new platform supports subscriptions, payments, and customer management. Univé launched preventive services like chimney inspections to reduce risks. The low-code approach helped them respond faster to market changes and validate new business models.
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ClearPoint Health used Contracts 365 to improve contract management. They needed a better way to handle many contracts as they... grew. Contracts 365 integrated with Dynamics 365 Sales, letting them create and approve contracts faster. Forms auto-filled with CRM data, saving time. The solution fit their Microsoft Cloud setup and security needs. Now, ClearPoint Health manages contracts more efficiently for their healthcare insurance business.
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Goosehead Insurance used Docusign eSignature and Salesforce to speed up its quote-to-bind process. The company improved document delivery by 90%... with SMS and email, and cut user completion time by 36%. Goosehead saved 19 million sheets of paper by going digital. Automation reduced document errors from 25% to zero. Agents now spend more time serving clients and less on paperwork.
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DiliTrust Matter Management helped a $19. 5B property and casualty insurer automate legal billing and operations. The company faced slow,...manual invoice processing and poor visibility into legal spend. After implementing DiliTrust, they reduced external law firms from 450 to 99. Automated invoice processing saved hundreds of hours each year. The insurer lowered administrative costs and improved vendor satisfaction with faster approvals.
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Aerofiler helped Allianz SE, Singapore Branch cut contract approval and signing time from a week to a day. The legal team... used Aerofiler to automate and digitize manual contract workflows. Aerofiler integrated with Namirial for e-signatures, making approvals and filing much faster. The system was easy to use and passed strict security checks. The team found the new process simple and efficient, especially during remote work.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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Zywave used LinkSquares to manage due diligence for seven M&A events. The legal team reviewed thousands of contracts using AI-powered... contract analysis. LinkSquares helped them run reports in minutes, not hours. The platform automated contract data entry into Salesforce and improved access to standard clauses. Zywave shifted focus from manual tasks to revenue-generating work. LinkSquares became essential for scaling their legal operations.
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BigMarker helped Clearcover launch a digital Agent Resource Center for over 1,200 new partners. The platform unified training, FAQs, and... state-specific coverage details in one place. Agents accessed video guides, testimonials, and policy documents easily. Clearcover launched 3 new markets and reduced agent confusion. The hub enabled faster onboarding and supported a national agent network at scale.
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SIAA used the 6Connex virtual event platform to host IA Evolve, a digital conference for independent insurance agencies. The event featured... custom branding, real-time Q&As, interactive workshops, and networking lounges. SIAA attracted new prospects, engaged existing ones, and closed several new memberships. The virtual format helped agencies access tools and information to grow their business. SIAA achieved its goal of driving membership and supporting agency growth.
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ON24 helped an enterprise health insurance organization grow member enrollment by 50%. The team used ON24 to create personalized digital... experiences, including webinars, landing pages, and virtual events. They built 125 targeted pages in just over a week and drew over 500 registrants per webinar. ON24's integration with Salesforce streamlined data capture and follow-up. The solution saved a month per year in manual processes and enabled fast scaling of enrollment programs.
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RingCentral helped Higginbotham cut telecom costs by 50%. The company unified communications for 1,600 employees across acquired businesses. Employees now... use phone, SMS, chat, and digital fax in one platform. Most support requests are handled in 30 minutes instead of days. Account managers and support reps improved workflows with SMS texting. Higginbotham can now quickly integrate new acquisitions into a single communications system.
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RingCentral helped Higginbotham cut telecom costs by 50%. The company unified communications for 1,600 employees across acquired businesses. Employees now... use phone, SMS, chat, and digital fax in one platform. Most support requests are handled in 30 minutes instead of days. Account managers and support reps improved workflows with SMS texting. Higginbotham can now quickly integrate new acquisitions into a single communications system.
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Pexip Engage helped P&V Insurance automate appointment scheduling and digital customer journeys. Before, agents managed bookings manually by phone and... email, which was slow and error-prone. With Pexip Engage, customers now book appointments online, and agents save time. The solution integrates with Salesforce to link appointments to leads, boosting efficiency. P&V also uses Pexip Engage in marketing campaigns, nearly doubling bookings during tax season.
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Bird helped ComparaOnline automate lead qualification and re-engagement using WhatsApp. The company faced high friction in its car and travel... insurance sales process. Bird enabled automated reminders and centralized conversations, reducing manual work. ComparaOnline saw an 18% increase in insurance conversions. Sales reps now focus on qualified leads and engage customers across Latin America.
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Stensul Email Creation Platform helped Enlyte cut email creation time by 7x. The team spent less time troubleshooting templates and... more time on critical thinking. Every email became 100% brand-compliant. Team productivity increased by 50%. Anyone on the team could now create high-quality emails without design or coding skills.
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emBlue helped Assist Card cut the time spent on email campaigns by 70%. The platform let them automate, integrate, and... personalize all communications in one place. Open rates in Argentina doubled. Email marketing channel usage grew by 90% compared to pre-pandemic levels. Assist Card managed campaigns for all countries from a single interface. Dedicated support and training enabled their team to use advanced features and track campaign results.
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Wishpond helped Blue Cross run a Facebook sweepstakes targeting mothers. The campaign offered gift cards as prizes to attract their... audience. Blue Cross gained over 400 new sales leads and saw an 8% increase in website traffic. Their Facebook followers grew by 20%. The team used entrant data to improve future ad targeting. Wishpond's platform made campaign setup easy and provided valuable marketing insights.
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Wishpond helped Blue Cross run a Facebook sweepstakes targeting mothers. The campaign offered gift cards as prizes to attract their... audience. Blue Cross gained over 400 new sales leads and saw an 8% increase in website traffic. Their Facebook followers grew by 20%. The team used entrant data to improve future ad targeting. Wishpond's platform made campaign setup easy and provided valuable marketing insights.
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A pet insurance brand used Stripo. email to improve their email marketing. They applied smart segmentation to target different customer...groups. They also formed a strategic partnership to enhance their campaigns. As a result, they increased email conversions by 32%. This shows the impact of personalized email journeys in the insurance sector.
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Litmus helped VSP, the largest vision service provider in the U. S., cut email build time from days to just...30 minutes. The team now saves 2-3 hours per email with direct ESP sync and reduced review cycles by 50%. Litmus Builder and Design Library gave VSP a central place for code modules and templates, improving workflow for their distributed team. With Litmus Proof, approvals are faster and more collaborative. VSP uses Litmus Checklist to ensure accessibility and quality for over 2 million subscribers.
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Bird helped ComparaOnline automate lead qualification and re-engagement using WhatsApp. The company faced high friction in its car and travel... insurance sales process. Bird enabled automated reminders and centralized conversations, reducing manual work. ComparaOnline saw an 18% increase in insurance conversions. Sales reps now focus on qualified leads and engage customers across Latin America.
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Valona helped HSBC Assurances Vie get better market intelligence for insurance. The strategy team used Valona to gather and filter... information from many sources. This saved time and reduced manual work. Valona’s AI and analysts gave HSBC Assurances Vie custom insights about their market and competition. The company now shares key insights with teams through newsletters and alerts. HSBC Assurances Vie can track competitors and set return rates on time. Valona is now a key part of their decision-making process.
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Mention helps ACS, a French insurance company, track online conversations about their brand and industry. ACS uses Mention to respond... quickly to customer reviews and questions on forums, blogs, and social media. The tool alerts ACS to negative feedback, allowing them to resolve issues fast and protect their reputation. ACS saves significant time by monitoring competitors and industry trends in one place. This improves their marketing strategy and customer service.
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LALUX Assurances used NETVIBES OneCall to unify customer data from multiple systems. The solution gave staff a 360° view of... customers, improving sales efficiency and customer service. The platform's intuitive interface and powerful search engine made it easy to deploy and use. LALUX completed the rollout in just four months. The new system helps agents and employees provide faster, more relevant advice to customers.
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Facelift Social Share helped HDI turn sales partners into brand ambassadors. HDI used the tool to boost social media reach... and employer branding. The pilot project focused on making content sharing easy for sales teams. 72% of users said the app needed no improvement. 100% would recommend it to others. The app cut content promotion time in half for users.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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Miway used DataEQ to improve its claims process and customer service. The company tracked Net Sentiment and customer feedback in... real time. Miway used Analyse to find pain points and Engage to respond quickly to high-priority claims. In 2024, Miway's claims Net Sentiment improved from -1.6% to 6.8%. Customer service response time dropped from 4.6 to 2.9 hours. Miway now ranks among the top insurers for customer satisfaction in South Africa.
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Flashpoint helped AXA XL manage vendor risk with Cyber Risk Analytics. The solution gave AXA XL a single view of... all vendor relationships. This made it easier to track risk exposure and report findings. The platform offered comprehensive data and technical flexibility. AXA XL improved third-party governance using real-time insights.
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Bluebird helped Northbridge save $500k each year by streamlining sales operations. Northbridge used Bluebird to qualify leads and route them... to the best sales agents. The platform eliminated spreadsheets and improved lead workflow. Sales agents now see the full lead journey and act faster. Northbridge integrated Bluebird with tools like Salesforce and HubSpot for quick results.
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Aetna Pharmacy Management used FormAssembly to automate Salesforce data collection. Before, staff had to re-enter data by hand. With FormAssembly,... they created Web-to-Case forms that sent issues directly into Salesforce. They also built account management surveys with prefilled fields. This made updating records faster and easier. Staff found the forms easy to create and update, saving time and reducing errors.
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Aetna used Distribution Engine to automate case routing in Salesforce. Before, managers spent up to 8 hours a day assigning... cases by hand. Now, cases are matched to agents based on location, hours, and case type. This change saved over 8 hours daily and improved team productivity. The solution also reduced manual work and made reporting easier for managers.
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Snitcher helped Adacta identify 5x more website visitors than other tools. Adacta gained full account-level engagement data for better ABM... targeting. The marketing team now sees which insurance companies are researching their solutions. They eliminated wasted ad spend by filtering out non-ICP traffic. HubSpot integration made workflows seamless for sales and marketing.
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ChannelNet built a website for UAW Retiree Medical Benefits Trust to help manage retiree benefits. The site lets administrators update... benefit criteria and add wellness content easily. It uses a content management system for full control over site updates and member feedback. The solution aims to automate processes and lower servicing costs. It also helps increase customer satisfaction by improving communication with retirees.
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BlueConic helped Simply Business boost lead generation by nearly 200%. The company used BlueConic to collect and unify first-party data... for lifecycle marketing. Content gating with BlueConic forms increased blog conversion rates from 2.43% to 7.26%. Over 55,000 marketing-qualified leads were captured in less than six months. The solution also improved the quality of lead data, adding details like insurance switch date and turnover.
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Pattern Life used Hiver’s Salesforce integration to manage thousands of weekly customer and carrier conversations. Before Hiver, manual email sorting... and routing slowed their support team. With Hiver, they automated triage, routing, and SLA tracking, cutting routing time by over 60%. More than 50 automation rules now save the team hundreds of hours each year. Live chat support reduced response times by nearly 50%, improving client satisfaction. Pattern Life now delivers faster, more consistent service without adding headcount.
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Allianz Benelux used Landbot to simplify their insurance claim process. They built a chatbot in just three weeks, making it... easier for customers to find the right forms and support numbers. Over 18,000 customers used the chatbot, and 90% gave positive feedback. The team used Landbot's analytics and integrations to improve the bot in real time. This helped Allianz deliver better customer service and faster claim handling.
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xMatters helped Pacific Life automate and control its monitoring stack. The company integrated tools like Splunk, SCOM, Slack, and ServiceNow.... This empowered DevOps teams to manage alerts and resolve issues faster. Pacific Life gained a connected toolchain and better notification tracking. The solution supported their shift from legacy systems to a DevOps model.
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Hollard Insurance used CM. com's Mobile Service Cloud and WhatsApp Business Platform to digitize insurance product offerings and claims submissions....The company enabled customers to submit claims and documents through WhatsApp, making the process faster and more accessible. Integration with Hollard's in-house chatbot allowed seamless communication and efficient handling of customer requests. Employees also benefited from improved internal communication using WhatsApp for company-wide announcements. Customer feedback was positive, and onboarding was smooth, with minimal disruption.
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Kustomer helped Kin Insurance unify all customer communications into one platform. Kin replaced 13 separate tools, improving team efficiency and... lowering costs. Sales and support teams gained full visibility into customer history, leading to faster response times. Automated workflows reduced manual work and eliminated knowledge gaps. Kin now tracks every interaction and shares insights across teams. This made customer service faster and more consistent for homeowners.
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IBM Apptio Costing & Planning and IBM Targetprocess helped a Fortune 100 life insurer cut IT planning cycle time by 80%. The company unified... its budgeting and forecasting, moving from a fragmented, spreadsheet-driven process to an integrated system. Planning cycles dropped from 15 weeks to 15 days. Forecasting accuracy improved, and communication between IT finance and technology teams increased. The insurer now manages IT portfolio, demand, and investment planning with real-time data and automation.
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Digital Remedy used its Performance CTV platform for an auto insurance company. The goal was to increase web and app... account creation before the company's IPO. The campaign led to a 6% higher IPO valuation and $700 million in funding. The company sold 2 million more shares than projected. The campaign also delivered a 300% bind ROAS and strong lifts in awareness, favorability, and intent.
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Hiscox UK used New Relic to migrate from a legacy observability tool to a unified platform. The team built custom... dashboards for technical and business users, giving real-time insights into customer journeys and system health. Marketing and executive teams now track engagement, page load times, and revenue-impacting issues instantly. Support teams use dashboards to monitor workflow performance and set accurate SLAs. New Relic helped Hiscox UK break down silos, speed up incident resolution, and drive data-driven decisions across the business.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Hitachi Vantara helped Suva modernize its storage infrastructure to support digitization and automation. Suva deployed Hitachi Virtual Storage Platform 5500,... achieving over 10 million IOPS and a 1.85:1 data deduplication and compression ratio. The new solution enabled real-time analytics, machine learning, and faster case management. Suva improved customer service speed and integrated processes with partners. The partnership with Hitachi Vantara spans more than 30 years, delivering quality and innovation.
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HDI Global SE used Piwik PRO to segment website visitors and analyze customer behavior. They built detailed customer profiles and... tracked user journeys with the Customer Data Platform. This helped them identify high-performing channels and optimize marketing spend. As a result, they increased conversions from forms and tariff calculators. Content is now tailored by region, improving brand perception and customer experience.
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Mixpanel helped Lemonade grow policyholders by 500% and boost quote-to-purchase rates by 250%. Lemonade used Mixpanel’s analytics to spot user... drop-offs and fix issues fast. Teams across the company use Mixpanel to make data-driven decisions. Anomaly detection and funnel analysis led to a 50% increase in Extra Coverage purchases. Marketing and product teams improved conversion rates by optimizing user flows and acquisition channels with Mixpanel insights.
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RedEye’s Marketing Automation platform helped LV=, a leading UK insurer, boost prospect conversion rates by 295% over 36 months. LV= used behavioural... data and cross device tracking to identify and engage more prospects. The platform enabled highly personal, timely communications tailored to each customer’s journey. Channel income increased by 76%, making this channel more valuable for LV=. LV= worked closely with RedEye for over 10 years to optimize their marketing automation programs.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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HSB used Informatica Multidomain MDM to master customer, equipment, and policy data. They improved claims processing by accurately matching insured... equipment locations to claims and policies. Informatica Axon Data Governance helped HSB build a common data dictionary and business glossary. Informatica Data Quality cleansed data, supporting better risk analysis and pricing. HSB now makes faster, more confident underwriting decisions with reliable data. The solution improved customer experience and enabled better risk management.
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Iterable helped The Zebra increase policy purchase conversions by 25%. The Zebra used Iterable, Snowflake, and Hightouch to recover abandoned... quotes and deliver personalized rate updates. Campaign creation time dropped from over 3 months to just days. Using Iterable’s Copy Assist for subject lines raised open rates by 15%. The Zebra now guides users from quote to purchase with targeted, timely messages.
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Apsis One helped Svenska Sjö grow its consent list from zero to over 10,000 in a short time. Svenska Sjö used... Apsis One to collect email addresses from website visitors and whitepaper downloads. The onboarding process was fast and well-structured, giving the team confidence. Svenska Sjö quickly started sending newsletters and engaging with customers at different stages. The solution freed up time and budget for other marketing activities.
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GaggleAMP helped Colonial Life transform its approach to social media. The company shifted from strict social media restrictions to active... employee advocacy. Sales reps using GaggleAMP saw 2-3 times higher sales growth. The program reached 16 million people in its first year. Colonial Life grew to 500 active users on the platform, boosting brand presence and engagement.
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A leading insurance company wanted to increase the number of policies written by its independent agents. The company had strong... training resources, but agent engagement was inconsistent. BI WORLDWIDE provided a program to link training with sales growth. The initiative aimed to boost agent awareness, loyalty, and policy sales. Results focused on improving engagement and driving measurable sales outcomes.
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Helan used Ambassify to build an employee ambassador program. They created a community called 'Helden van Helan' to boost loyalty... and engagement. Ambassadors choose their preferred social channels and content types. Helan runs campaigns for feedback, app adoption, and content sharing. Regular reports show ambassadors their impact. The program increased reviews and engagement across channels.
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American Family Insurance used EveryoneSocial to boost employee advocacy on social media. Over 250 employee advocates now reach 360,000+ people... and have 41,000 connections. The program averages 16 clicks per share. Leadership, including the CEO, actively supports the initiative. The platform helps with recruiting, employer branding, and compliance in a regulated industry.
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Sociabble helped Allianz France boost its employee advocacy program. Over 500 ambassadors shared 756 pieces of content, reaching 3.8 million... people on social media. The program drove 7,236 external clicks and saved Allianz France about €200,000 in paid media costs in 2023. Employees gained digital skills and felt more engaged. Sociabble's features like gamification and content variety made participation fun and effective.
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Tealium’s Customer Data Platform helped Mutual of Omaha unify policyholder data for real-time personalization. The company used Tealium to create... secure, consolidated customer profiles from multiple data sources. This enabled targeted cross-selling and improved marketing decisions. Real-time insights allowed faster responses to customer needs. The solution also reduced data management complexity and optimized resource usage.
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Tealium’s Customer Data Platform helped Mutual of Omaha unify policyholder data for real-time personalization. The company used Tealium to create... secure, consolidated customer profiles from multiple data sources. This enabled targeted cross-selling and improved marketing decisions. Real-time insights allowed faster responses to customer needs. The solution also reduced data management complexity and optimized resource usage.
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Recordsure's Capture app helped a national roadside assistance and insurance provider oversee 110 field sales agents across the UK. The app enabled... secure, high-quality recordings of 1,700 sales conversations per month in busy public spaces. Central sales management gained digital access to conversation data, improving transparency and sales process tracking. Manual documentation was replaced with digital forms, speeding up data capture and compliance. Over 51,000 conversations were securely logged, supporting better product matching and regulatory evidence.
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Data Axle helped a top 5 US health insurer use data management and analytics to improve customer acquisition. The insurer unified... legacy and new data to target prospects with personalized, geo-targeted campaigns. This led to a 32% drop in disengaged website visitors and a 4–8.2% lift in acquisition rates for target audiences. Lead quality improved by 5 percentage points. The insurer saved an estimated 3,000 hours through efficiency gains.
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BlueConic helped Simply Business boost lead generation by nearly 200%. The company used BlueConic to collect and unify first-party data... for lifecycle marketing. Content gating with BlueConic forms increased blog conversion rates from 2.43% to 7.26%. Over 55,000 marketing-qualified leads were captured in less than six months. The solution also improved the quality of lead data, adding details like insurance switch date and turnover.
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SIAA used the 6Connex virtual event platform to host IA Evolve, a digital conference for independent insurance agencies. The event featured... custom branding, real-time Q&As, interactive workshops, and networking lounges. SIAA attracted new prospects, engaged existing ones, and closed several new memberships. The virtual format helped agencies access tools and information to grow their business. SIAA achieved its goal of driving membership and supporting agency growth.
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Stova helped a global insurance business run 48 virtual event sessions with a 90% registrant-to-attendee conversion rate. Before Stova, event... planning was manual and inconsistent, with poor communication and no central oversight. Stova's platform made event registration simple, improved attendee communication, and ensured strict data security. The team used Stova for a major sales conference, streamlining invitations, reminders, and post-event surveys. Staff saw faster response rates and easier event management across the company.
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Eventsforce helped Allianz Insurance Plc save 525 hours creating event websites since 2012. Allianz switched from a slow, hard-to-use registration... system to Eventsforce’s platform. The new system lets them build branded event sites quickly and manage email invitations easily. All delegate data is now accurate and up to date. Reporting tools help Allianz track attendance and event success across hundreds of events.
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RingCentral helped Higginbotham cut telecom costs by 50%. The company unified communications for 1,600 employees across acquired businesses. Employees now... use phone, SMS, chat, and digital fax in one platform. Most support requests are handled in 30 minutes instead of days. Account managers and support reps improved workflows with SMS texting. Higginbotham can now quickly integrate new acquisitions into a single communications system.
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Aetna used Poll Everywhere to make team meetings more engaging. Jeremy Anderson added live word clouds and quizzes to presentations,... helping colleagues connect and stay focused. The activities sparked conversations and helped teammates learn about each other. Poll Everywhere was also used for virtual happy hours, making remote events interactive and fun. Jeremy plans to use more Poll Everywhere features for future work and social events.
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Wealth-X helped National Financial Partners (NFP) find more leads in the insurance sector. NFP used Wealth-X data to research potential... clients and understand their net worth. This made it easier for NFP to target the right prospects and save time and money. Wealth-X provided curated lists and relationship networks, helping NFP connect with new clients. NFP now relies on Wealth-X for lead generation and prospect research.
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Validus Holdings Group uses Quantrix for financial planning. They build P&Ls and balance sheets by company and division. Quantrix helps... with scenario testing and capital modeling. Their models handle over 1.2 billion cells of historical data. Dan Kirkpatrick says Quantrix gives better insights than Excel. Senior management benefits from improved reporting and analysis.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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AverickMedia helped a US insurance company cut marketing campaign setup time from 5 weeks to 1 week. The company used... to spend over four weeks building in-house email lists, which slowed down sales activities. AverickMedia provided a custom database of small and new businesses in the USA. The client reached 35% of their target market and saw a 22% email response rate. 7.6% of respondents became customers, and email production costs dropped by 24%.
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Data Axle helped a top 5 US health insurer use data management and analytics to improve customer acquisition. The insurer unified... legacy and new data to target prospects with personalized, geo-targeted campaigns. This led to a 32% drop in disengaged website visitors and a 4–8.2% lift in acquisition rates for target audiences. Lead quality improved by 5 percentage points. The insurer saved an estimated 3,000 hours through efficiency gains.
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Sinch SMS helped The Floow quickly add secure SMS verification to their platform. The Floow used SMS to manage incentive... and reward programs for insurance clients, reducing fraud and boosting customer engagement. Integration took just two weeks, meeting tight deadlines. The solution was easy to use, cost-effective, and repeatable for future projects. The Floow now offers reliable SMS-based customer validation and engagement for insurers.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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DPL Insurance used Customer Radar to collect real-time feedback from customers, gaining 7,500 responses a year. Before, they had little... visibility into customer experience due to selling through intermediaries. With Customer Radar, they improved their Google rating from 3.1 to 4.5 stars and increased reviews from 165 to over 1,400. The dashboard helped the team track trends and act on feedback. DPL also improved training, policies, and agent recognition using customer insights.
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Irish Life used Ushur’s SmartMail to automate email routing and data extraction. Before Ushur, email triage took up to 2.5... days per query. Ushur’s AI now auto-triages 70% of emails with 95% accuracy. Indexing is nearly instant and uses 40% fewer resources. Staff can focus on complex tasks instead of manual triage. Ushur’s solution improved response times and customer experience.
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Animaker helped BGS Agency boost email open rates from 15% to 40%. The agency used Animaker to create custom animated... videos for insurance marketing. These videos made complex topics simple and engaging. Including videos in outreach emails led to a 20% increase in sales conversion. Animaker's platform gave full creative control and saved costs on video production.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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Kapnick Insurance Group used Dubb to boost sales and stand out in the insurance industry. The team used Dubb’s LinkedIn... integration, video email, and video landing pages to reach more clients. They created 429 videos and saw a 52% email click rate. Video content led to higher engagement and stronger relationships. Dubb helped Kapnick Insurance Group connect with clients and employees during the pandemic.
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Playable helped Tryg, Denmark's largest insurance company, boost lead generation with a dental health quiz. The campaign used gamification to... educate people about dental insurance in a fun way. Tryg gathered 595 leads, with a 29% conversion rate and an average engagement of 51 seconds. The CRM team gained more control by building campaigns in-house. Playable enabled Tryg to balance informative content with engaging experiences.
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AppMan used Ant Media Server to build a secure video communication platform for insurance workflows. The solution enabled low-latency, high-quality... live video for remote car inspection and insurance sales. AppMan met strict security and compliance needs and integrated video with eKYC systems. Deployment through AWS Marketplace made setup fast and simple. The platform improved reliability and helped launch new digital insurance services.
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CAA Club Group chose Aptitude Software for its IFRS 17 compliance needs. The company valued Aptitude’s deep insurance industry expertise... and the completeness of its IFRS 17 solution. Aptitude’s software will help CAA Club Group implement the standard faster than other vendors. The partnership aims to streamline regulatory compliance and support finance transformation.
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Walmeric Connect helped Verti, a digital insurance company, boost mobile SEM results. Verti saw a 27% increase in potential clients... from mobile SEM. The conversion rate from mobile SEM grew six times. Sales from mobile advertising more than doubled. The cost per acquisition dropped by 69% for call center leads compared to online. Walmeric enabled automated lead processing and integrated data from multiple sources.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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Billtrust helped HDI Global Insurance automate their accounts receivable process. Before, HDI Global used manual invoicing and cash application, which... slowed cash flow and made tracking hard. Billtrust Invoicing and Payments gave brokers an online portal for invoices. Billtrust Cash Application automated payment matching, cutting unapplied cash items by 40%. Now, all invoices go out electronically and days sales outstanding dropped by at least 5 days. Reporting and collections are easier and faster.
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Liberty Company Insurance Brokers used DealRoom to manage over 20 acquisitions each year. Before DealRoom, deal data was scattered and... hard to find. Executives lacked visibility and teams struggled to collaborate. With DealRoom, Liberty centralized all deal information and improved reporting. In the first year, they saved $200K by cutting software costs and reducing manual work. Communication and adoption improved across the company.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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Farm Bureau Insurance used Jama Connect to improve requirements management. The company wanted to move away from a documents-based approach.... They needed a central place for requirements and better change management. Jama Connect helped them simplify review and approval. Team communication and collaboration improved. This helped reduce time to market for new products.
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Rocketlane helped CLARA Analytics improve onboarding for their commercial insurance clients. Before, teams struggled with manual updates and poor collaboration.... After using Rocketlane, CLARA saw a 10% increase in average CSAT ratings. The platform unified task management and made communication easier. Customers now enjoy a smoother onboarding journey and better experience.
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Clustdoc helped Verspieren Group save over 8 hours per month for each team member. The onboarding team doubled productivity by... automating client onboarding and document review. Clustdoc streamlined approvals, sign-offs, and client communication. Three subsidiaries now use Clustdoc to onboard new clients. The platform improved client experience and reduced email back-and-forth. Verspieren Group can now manage client files and contracts faster and more easily.
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Oracle Fusion Cloud HCM helped Westfield Insurance replace old HR systems with a single cloud platform. The company improved HR... operations, employee experience, and data security. Time to hire decreased and talent acquisition became more effective. Managers now use real-time dashboards for better talent management and recruiting. The platform supports global expansion and compliance, including GDPR.
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MTL Insurance used Cincom Eloquence to modernize document generation. The company managed 139 active templates and processed 8,500 monthly statements... with batch processing. Cincom's solution reduced average response times by 10 minutes. MTL Insurance became self-sufficient, needing less IT support. Automated document protection improved compliance and user productivity.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.
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