Case Studies for Insurance | Real Results & ROI 2026

Sharpen helped Bankers Life boost average outbound calls per agent by 46%. The insurance company replaced an unstable contact center... platform with Sharpen, improving supervisor oversight and reporting. Supervisors now save over 10 hours per week on admin tasks. Appointment bookings rose 223% and candidate show rates increased 163% with omnichannel engagement. Quality scores for recruiters now regularly reach close to 100%.
Show More..

Ellinger Riggs Insurance used MiVoice Connect to improve communications across four Indiana locations. The agency quickly trained its 20 employees... thanks to the system's ease of use. Staff can now transfer calls easily and track phone activity between offices. Client data appears automatically during calls, saving time. The scalable solution supports dependable customer service and future growth.
Show More..

Ellinger Riggs Insurance used MiVoice Connect to improve communications across four Indiana locations. The agency quickly trained its 20 employees... thanks to the system's ease of use. Staff can now transfer calls easily and track phone activity between offices. Client data appears automatically during calls, saving time. The scalable solution supports dependable customer service and future growth.
Show More..

Scorebuddy helped a global insurance leader boost quality scores from 34% to 93%, a 170% increase. The company used Scorebuddy’s... QA, calibration, and reporting tools to audit over 40,000 interactions in one year. Managers gained full visibility into agent performance and could track audit completion rates. Standardized scorecards and daily dashboards made it easier to deliver targeted coaching and improve training. The solution led to better service quality and alignment across global teams.
Show More..

PMC Treize, a subsidiary of Generali, manages remote insurance contract subscriptions and customer service. The company faced challenges as customers... needed personalized advice in a fully digital environment. PMC Treize chose Vocalcom Salesforce Edition for its native Salesforce integration and robust telephony features. The solution enabled real-time management, autonomous IVR, and access to enriched customer data. PMC Treize now handles 800 daily interactions and serves 20,000 customers with a team of 40 employees.
Show More..

Talkdesk helped WPA, a UK health insurer, improve customer service. WPA used Talkdesk to combine all communication on one secure... platform. This made agent training faster and service more reliable. AI features from Talkdesk made it easier to handle sensitive medical and payment calls. WPA now offers better self-service and knowledge access for members.
Show More..

Nixxis Contact Suite helped Axa Assistance boost case processing by 20% in one year. The company needed to respond to... clients quickly, but their old system could not sync all communication channels. With Nixxis, Axa Assistance now manages calls, emails, and WhatsApp in one place. Agents track cases in real time and reply faster. Customers get 24/7 support with an AI chatbot, improving satisfaction and response speed.
Show More..

Balto’s Real-Time Guidance helped a multinational insurance company boost customer satisfaction scores from 75% to 94%. Agents cut average handle... time by 50 seconds per call and took four more calls daily. Survey completion rates jumped from 1% to 8%. Onboarding time dropped from six to four weeks. Balto gave agents instant access to information, improved consistency, and made remote training easier.
Show More..

Puzzel's AI Chat Agent helped Din Sundhedsfaglige A-kasse manage a surge in member queries. The chatbot provides fast, personalised answers... 24/7, reducing the workload for support agents. Members now get efficient, tailored service through digital channels. The solution supports graduates and improves self-service rates. Din Sundhedsfaglige A-kasse enhances member value by prioritising digital support.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

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%.
Show More..

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.
Show More..

Aflac used Avaya solutions to improve customer and employee experiences. They focused on empathy and technology to help clients during... difficult times, like cancer diagnoses. Aflac increased customer service ease by 11 points and cut average handling time by 15% in two years. Employee retention rose by 10 points, creating a more skilled team. Customer satisfaction and loyalty also improved, leading to more recommendations.
Show More..

Aflac used Avaya solutions to improve customer and employee experiences. They focused on empathy and technology to help clients during... difficult times, like cancer diagnoses. Aflac increased customer service ease by 11 points and cut average handling time by 15% in two years. Employee retention rose by 10 points, creating a more skilled team. Customer satisfaction and loyalty also improved, leading to more recommendations.
Show More..

Aflac used Avaya solutions to improve customer and employee experiences. They focused on empathy and technology to help clients during... difficult times, like cancer diagnoses. Aflac increased customer service ease by 11 points and cut average handling time by 15% in two years. Employee retention rose by 10 points, creating a more skilled team. Customer satisfaction and loyalty also improved, leading to more recommendations.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

ICE InsureTech used Stripe to simplify merchant service payments for insurance clients. Stripe's integration let ICE InsureTech's customers create accounts... and go live in days, not weeks. The platform's microservice architecture helped clients launch new insurance products quickly. ICE InsureTech reduced the time for product launches from months to weeks. Stripe enabled fast onboarding and supported expansion into new territories.
Show More..

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.
Show More..

Emburse helped Carelon Global Solutions India automate expense management for 17,000+ employees. The company cut expense processing time from 30... to 10 days. Advance travel bookings rose from 45% to 85%. Policy compliance improved by 70%. Carelon saved 5–10% on airfare costs. Finance teams now have better cost visibility and budget planning.
Show More..

Emburse helped Carelon Global Solutions India automate expense management for 17,000+ employees. The company cut expense processing time from 30... to 10 days. Advance travel bookings rose from 45% to 85%. Policy compliance improved by 70%. Carelon saved 5–10% on airfare costs. Finance teams now have better cost visibility and budget planning.
Show More..

Emburse helped Carelon Global Solutions India automate expense management for 17,000+ employees. The company cut expense processing time from 30... to 10 days. Advance travel bookings rose from 45% to 85%. Policy compliance improved by 70%. Carelon saved 5–10% on airfare costs. Finance teams now have better cost visibility and budget planning.
Show More..

Emburse helped Carelon Global Solutions India automate expense management for 17,000+ employees. The company cut expense processing time from 30... to 10 days. Advance travel bookings rose from 45% to 85%. Policy compliance improved by 70%. Carelon saved 5–10% on airfare costs. Finance teams now have better cost visibility and budget planning.
Show More..

Emburse helped Carelon Global Solutions India automate expense management for 17,000+ employees. The company cut expense processing time from 30... to 10 days. Advance travel bookings rose from 45% to 85%. Policy compliance improved by 70%. Carelon saved 5–10% on airfare costs. Finance teams now have better cost visibility and budget planning.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

Walmeric Connect helped Verti, a digital insurance company, improve mobile SEM results. Verti saw a 27% increase in potential clients... from mobile SEM. The mobile SEM conversion rate 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.
Show More..

Workiva helped a U. S.-based insurance company save $300,000 each year on audit fees. The company used Workiva to centralize...documents, standardize reporting, and create a clear audit trail. Auditors and internal teams worked together in one platform, reducing manual work and errors. The audit process became faster, with fewer adjustments and comments from auditors. The company improved controls and met all deadlines after switching to Workiva.
Show More..

GoCardless helps Taurus Insurance Services collect 48,000 monthly payments with a 99% success rate. The company uses GoCardless API and... Success+ to automate direct bank payments and recover failed payments. Payment visibility and reporting make reconciliation easy for the finance team. Cash flow forecasting and strategic planning have improved. Taurus spends 64% less time chasing failed payments, freeing the team to focus on growth.
Show More..

OneStream helped Cor Partners move from Excel-based consolidations to a single real-time platform. Before, teams struggled with version confusion and... slow decisions. Now, all divisions use one source for consolidations, forecasting, budgeting, people planning, and account reconciliations. Multiple ERP integrations were kept without changing divisional systems. Cube views let teams drill into data and answer business questions faster. The transition saved time and improved trust in financial data.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

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.
Show More..

Nintex full-cycle automation helped Wawanesa Insurance save $1 million. The company used process discovery and robotic process automation to reduce... manual tasks for brokers and employees. This freed up time so staff could focus on delivering value to members. Wawanesa gained visibility into bottlenecks and improved process efficiency. The result was better member experiences and a strong return on investment.
Show More..

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.
Show More..

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.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

Brokers Alliance used Concrete CMS to upgrade their website. The new site let agents register online with instant approval. This... cut down on phone calls and manual work. Agents got a custom dashboard to track sales and applications. Analytics helped Brokers Alliance see how agents used the site. The company saved money and gained recognition as a technology leader in insurance.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

NTI Limited used Kentico to merge several product websites into one main site. The new site uses MVC architecture for... better scalability and easier content migration. Kentico's features let NTI keep each brand unique while sharing a consistent layout. The marketing team can now manage content and campaigns without extra training. The new website launched in January 2021 and improved user experience for customers and brokers.
Show More..

NTI Limited used Kentico to merge several product websites into one main site. The new site uses MVC architecture for... better scalability and easier content migration. Kentico's features let NTI keep each brand unique while sharing a consistent layout. The marketing team can now manage content and campaigns without extra training. The new website launched in January 2021 and improved user experience for customers and brokers.
Show More..

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.
Show More..

Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
Show More..

Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
Show More..

Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
Show More..

Nintex full-cycle automation helped Wawanesa Insurance save $1 million. The company used process discovery and robotic process automation to reduce... manual tasks for brokers and employees. This freed up time so staff could focus on delivering value to members. Wawanesa gained visibility into bottlenecks and improved process efficiency. The result was better member experiences and a strong return on investment.
Show More..

IntelligenceBank helped Medibank centralize its marketing operations. Medibank needed to improve brand and legal compliance and streamline asset management. The... platform provided a single source of truth for digital assets and automated approval workflows. Medibank reduced admin time by up to 30% and improved compliance. Over 200 users now access approved content easily.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

Zapier helped Arden Insurance automate over 34,000 work hours in a year. The company saved more than $500,000 in overhead... costs. Automated workflows now handle past-due notices and mailing legal documents. These automations helped collect over $150 million in payments. Customer service reps spend less time on manual tasks and more time helping clients. Arden Insurance uses Zapier to run business-critical processes with fewer resources.
Show More..

Redpoint technology helped a large healthcare payer cut member segment build time by 80%. The payer unified data from many... sources to personalize member engagement. Redpoint enabled real-time interactions and campaign automation. Over 300 campaigns were migrated to Redpoint from other platforms. The payer improved member outcomes and lowered medical costs. Multivariant testing and predictive recommendations increased member activation.
Show More..

Feathr helped the Professional Liability Underwriting Society (PLUS) bring in 174 attendees to their 2023 symposia series using targeted ad campaigns. PLUS spent just... $2,000 on ads and generated $160,000 in ticket sales. The marketing team used geofencing and retargeting to reach new and returning audiences. Feathr’s conversion tracking and audience insights made campaign management easy for their two-person team. PLUS improved attendee acquisition and engagement with a focused, data-driven approach.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

Bloomreach Content helped Topdanmark, Denmark's second largest insurance company, migrate 500 URLs in just 13 sprints. The new CMS lets... marketers add variables and publish content instantly across brands. Before, updates required copying content four times. Now, one update goes live everywhere. Topdanmark can quickly test and launch new customer features, like add-on insurance offers. The platform supports future digital strategies and cross-channel experiences.
Show More..

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.
Show More..

WebEngage helped Edelweiss Tokio Life boost conversions by up to 47%. The company used WebEngage’s Journey Designer to personalize lead... nurturing and segment customers. Automated, multi-channel campaigns improved email open rates to 20-30%. Call-back rates increased by 10%. The solution enabled real-time, contextual messaging and seamless CRM integration. Edelweiss Tokio Life now delivers tailored content at scale, driving higher customer loyalty.
Show More..

Gallagher used Explorance Blue to automate and scale its 360 degree feedback programs. Before, manual processes slowed reporting and limited... growth. With Explorance Blue, Gallagher customized surveys and streamlined data collection. This freed up time for strategic insights and improved client satisfaction. The new system helped Gallagher expand leadership development for global clients and deliver measurable ROI.
Show More..

Bought By Many used Attest to disrupt the pet insurance market. They relied on consumer insights to shape their product... and marketing strategy. Attest data helped them identify gaps in brand awareness and refine messaging. The team used Attest surveys for PR and to inform business decisions. With Attest, they expanded faster into new markets like Sweden. Access to real-time data supported both small changes and large brand projects.
Show More..

Liberty Mutual used PlaybookUX to improve user feedback in product development. The team ran regular user testing sessions with PlaybookUX’s... participant panel. They used clips and highlight reels to share customer feedback with stakeholders. Tags helped track insights across product versions. Unlimited team seats enabled more collaboration and built customer empathy. PlaybookUX became key for stakeholder buy-in and user-centric design.
Show More..

Alida helps Sun Life build and scale its client research communities. Lydia Frangos leads initiatives to gather feedback from clients... through online communities. The program supports multiple business units and digital transformation projects. Sun Life's communities achieve satisfaction scores higher than industry averages. Insights from these communities guide product teams and improve client experience.
Show More..

PeopleMetrics created a customer advisory board for Protective Life. They recruited over 500 financial advisors to join the board. Protective... Life tested 6 new annuity products and adjusted fees and features based on advisor feedback. The company also improved online tools and product materials using insights from the board. This helped Protective Life better serve financial advisors and refine their annuity offerings.
Show More..

ClearlyRated helped Woodruff Sawyer launch an annual NPS survey to gather direct client feedback. The survey program started in 2014... and quickly became a key part of their client experience strategy. Woodruff Sawyer used actionable insights from the survey to improve service and address client concerns fast. Their most recent NPS score was 86.1, far above the industry average of 34%. Integration with Salesforce made feedback accessible to all client-facing staff.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
Show More..

SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
Show More..

SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
Show More..

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.
Show More..

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.
Show More..

Meltwater helped LegalWise improve media monitoring accuracy. LegalWise switched to Meltwater after missing key PR and brand exposure with their... old solution. With Meltwater, they tracked all mentions and measured share of voice in real time. The platform supported brand-building and better reporting. LegalWise now benchmarks against competitors and identifies brand advocates.
Show More..

Meltwater helped LegalWise improve media monitoring accuracy. LegalWise switched to Meltwater after missing key PR and brand exposure with their... old solution. With Meltwater, they tracked all mentions and measured share of voice in real time. The platform supported brand-building and better reporting. LegalWise now benchmarks against competitors and identifies brand advocates.
Show More..

Meltwater helped LegalWise improve media monitoring accuracy. LegalWise switched to Meltwater after missing key PR and brand exposure with their... old solution. With Meltwater, they tracked all mentions and measured share of voice in real time. The platform supported brand-building and better reporting. LegalWise now benchmarks against competitors and identifies brand advocates.
Show More..

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.
Show More..

Sprinklr Service and Sprinklr Insights helped Tawuniya Insurance cut average case wait times from 45 minutes to just 56 seconds. The company unified... all customer service channels on one platform, automating workflows and reporting. First call resolution jumped from 31% to 80% in 90 days. Customer satisfaction scores rose from 51 to 83. Employee satisfaction improved by 25%, and overtime was eliminated.
Show More..

Sprinklr Service and Sprinklr Insights helped Tawuniya Insurance cut average case wait times from 45 minutes to just 56 seconds. The company unified... all customer service channels on one platform, automating workflows and reporting. First call resolution jumped from 31% to 80% in 90 days. Customer satisfaction scores rose from 51 to 83. Employee satisfaction improved by 25%, and overtime was eliminated.
Show More..

Sprinklr Service and Sprinklr Insights helped Tawuniya Insurance cut average case wait times from 45 minutes to just 56 seconds. The company unified... all customer service channels on one platform, automating workflows and reporting. First call resolution jumped from 31% to 80% in 90 days. Customer satisfaction scores rose from 51 to 83. Employee satisfaction improved by 25%, and overtime was eliminated.
Show More..

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.
Show More..

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.
Show More..

Flipsnack helped PINEYWOODS Benefits cut benefit guide creation costs by 80%. The agency used Flipsnack to quickly make and personalize... digital benefit guides for clients. This switch made it easy to update guides and add interactive features like videos and links. PINEYWOODS saw 100% client adoption of digital guides. The new process saved time, improved client engagement, and helped win new business.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

RingCentral AI helped JTR Insurance Agency cut call routing time by 91%. The agency now routes calls in just 24... seconds instead of five minutes. AI Receptionist and Virtual Assistant automate call handling and note-taking. JTR saves $6,000 each month and reduces manual work by 90%. Staff can now focus more on clients and less on paperwork.
Show More..

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.
Show More..

Infobip helped Tokio Marine cut customer complaints by 70% using SMS for policy renewals. The insurer unified databases and improved... message delivery rates from 50% to 90%. Policy renewals are now twice as fast. Two employees can now do the work of 10, freeing staff for sales. Infobip’s reporting tools made it easy to resolve issues quickly and boost productivity.
Show More..

MAIF used LINK Mobility's RCS messaging to improve customer communication. They achieved an 85% open rate and a 25x increase... in interactions compared to email. Satisfaction scores reached over 80%, with members rating the channel at least 4 out of 5. RCS helped MAIF collect consent 100 times more effectively than email. The solution made communication more personal, transparent, and aligned with MAIF's values.
Show More..

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.
Show More..

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.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

Zoomifier helped Eastern Alliance Insurance move from static PDFs to interactive presentations. This change made client onboarding easier and increased... engagement. The team now customizes content for agents and clients, building stronger relationships. Creating and updating reports is faster, saving time and reducing errors. Zoomifier’s analytics help the company follow up with clients and agents more effectively. Eastern Alliance can now work with larger accounts and grow their business.
Show More..

Madhive helped a Colorado auto insurance brand lower its cost per acquisition by 55%. The company used CTV ads to... reach over 6 million viewers and target ideal audience segments. Retargeting led to a 19% increase in quotes and a 40% increase in policy binds. Profile sign-ups rose by 129%. Viewers who saw ads more than once were 77% more likely to convert. The campaign created an 18-day funnel for optimizing conversions.
Show More..

Sopro helped Insureflow, an insurtech scaleup, generate over 100 leads in just three months. The outbound campaign used a targeted... list of 6,000 contacts. This approach boosted brand awareness and pipeline growth. Insureflow reached new industry players and started planning for a dedicated sales team. The campaign turned brand recognition into real business opportunities.
Show More..

LegacyShield wanted a scalable platform to manage sales enablement and marketing automation. They needed better control over messaging and voice.... Mindmatrix provided a solution that helped LegacyShield target partners with the right messages at the right time. The platform improved how LegacyShield communicated with partners. This made their outreach more effective.
Show More..

Synap helped the Medical Defence Union improve medical students' exam scores by 30%. MDU used Synap's online assessment platform to... give members access to dynamic question banks and real-time feedback. Students could practice in different exam modes and get detailed performance analytics. The platform's Spaced Learning algorithms boosted engagement and long-term retention. Mobile apps made it easy for busy students and doctors to study anywhere.
Show More..

Cresta helped a Fortune 500 insurance company boost revenue by 7% in nine months. The company used Cresta Agent Assist,... Coach, and Insights to support agents and supervisors. Real-time coaching and data insights improved agent onboarding and performance. Supervisors could identify opportunities and act faster. The company plans to expand Cresta use, expecting over $5 million in benefits.
Show More..

Salesframe helped LähiTapiola centralize sales materials and create a unified meeting model. Sales reps now use a consultative approach in... both in-person and remote meetings. Content is always up to date and easy to access, making meetings more interactive and relevant. Marketing can track content usage and improve campaigns. LähiTapiola saw better cross-selling, more consistent meetings, and stronger sales-marketing collaboration.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

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.
Show More..

PX helped Spring Venture Group reach more potential customers for insurance comparison shopping. SVG used PX to access a larger... pool of leads and measure sources in one place. They segmented leads and used dynamic pricing to match payouts with value. Daily feedback from sales into PX allowed fast optimization. SVG scaled outcomes by up to 13x while keeping CPA below target.
Show More..

MVF helped Stangen, a South African life insurer, grow monthly lead volumes from 650 to 7,500. Stangen wanted more long-term... customers for their life insurance policies. MVF’s account managers tailored marketing to attract the right leads. Over two years, MVF supplied over 60% of Stangen’s purchased leads. The partnership adapted to market changes, including during Covid-19, keeping costs down and lead quality high.
Show More..

Sopro helped Insureflow, an insurtech scaleup, generate over 100 leads in just three months. The outbound campaign used a targeted... list of 6,000 contacts. This approach boosted brand awareness and pipeline growth. Insureflow reached new industry players and started planning for a dedicated sales team. The campaign turned brand recognition into real business opportunities.
Show More..

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.
Show More..

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.
Show More..

Bluebird helped Northbridge save $500,000 each year by streamlining sales operations. Northbridge used Bluebird to eliminate spreadsheets and close workflow... gaps. The platform gave sales agents full visibility into the lead journey. Bluebird’s real-time lead enrichment improved lead quality and routing. Northbridge quickly qualified leads and boosted sales team performance.
Show More..

American Fidelity used Issuetrak to centralize appeals, DOI complaints, and customer inquiries. Before, their Office of Appeals tracked cases in... disconnected systems and shared drives. Issuetrak gave them one platform for structured intake, department-level visibility, and audit-ready reporting. The team now tracks every case in one place and can quickly produce reports for regulators. This change helped them meet strict 2026 compliance requirements and reduced manual work.
Show More..

Puzzel's AI Chat Agent helped Din Sundhedsfaglige A-kasse manage a surge in member queries. The chatbot provides fast, personalised answers... 24/7, reducing the workload for support agents. Members now get efficient, tailored service through digital channels. The solution supports graduates and improves self-service rates. Din Sundhedsfaglige A-kasse enhances member value by prioritising digital support.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

Sprinklr Service and Sprinklr Insights helped Tawuniya Insurance cut average case wait times from 45 minutes to just 56 seconds. The company unified... all customer service channels on one platform, automating workflows and reporting. First call resolution jumped from 31% to 80% in 90 days. Customer satisfaction scores rose from 51 to 83. Employee satisfaction improved by 25%, and overtime was eliminated.
Show More..

Onlia used CM. com's Conversational AI Cloud to improve customer experience for its digital insurance services in Canada. The company...launched a chatbot on its website and in the Onlia Sense app to automate and personalize customer conversations. Implementation was fast, with the chatbot fully operational in six weeks. The chatbot now handles standard questions, supports proactive engagement, and links to customer data for personalized service. Onlia's team found the API easy to connect and the process smooth, with no need for external support.
Show More..

CRMJetty built a Salesforce portal for a leading health insurance company. Policyholders now get 24/7 support and expert help with... claims. The portal cut documentation errors by 35%. Claims processing times dropped by 50% with automated workflows. More policyholders use network hospitals, up 45%, thanks to cashless transactions. Customer satisfaction and compliance improved.
Show More..

Freshservice helped PPS Insurance modernize IT service management. PPS onboarded 150 support agents in under two hours. They improved level... 1 response times to under 30 minutes and level 2 to 6 hours. PPS now resolves 2,000 tickets monthly and meets 98% of SLAs. Gamification and analytics boosted agent morale and productivity. PPS moved from an outdated on-premise tool to a scalable, cloud-based solution.
Show More..

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.
Show More..

Daylite helps BaileyBilyeu & Associates manage all client insurance products in one place. The agency uses Daylite to track policy... applications, service issues, and client communications. Dropbox integration means no more paper files and instant access to documents. The team uses reminders and smart lists to target cross-selling and never miss sales opportunities. Daylite's mobile features keep everyone updated, whether in the office or in the field.
Show More..

BriteCore helped Bremen Farmers Mutual Insurance Company boost business operations productivity by over 30%. The insurer replaced a legacy system... with BriteCore’s cloud-based platform, automating manual processes and eliminating costly workarounds. Agents gained real-time access to policyholder data, and the company cut printing and postage costs by 15x. After implementation, Bremen Mutual maintained premium levels with a team two-thirds smaller than before. Integrations with vendors like LexisNexis and Sage Intacct further streamlined workflows.
Show More..

CRMNEXT helped a leading life insurance company manage over 30 million customers across 350 branches. The company saw a 250%... increase in first-time resolution rates and an 80% improvement in straight-through processing. Sales turnaround time improved by 70%, and operating expenses dropped by 28%. The CRM platform unified customer data, automated workflows, and integrated 18 systems. This led to better customer service and significant cost savings.
Show More..

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.
Show More..

Shelf helped a Fortune 500 U. S. insurance provider eliminate 99% of content ROT and improve time to resolution by...19%. The company unified its CRM, CCaaS, and knowledge management systems using Shelf, supporting over 15,000 employees and field staff. Shelf integrated with Salesforce and Genesys, delivering governed GenAI answers and content intelligence. The solution enabled enterprise-wide standardization, multi-endpoint GenAI deployment, and reduced compliance risks. Shelf became a core part of the insurer’s AI and automation strategy.
Show More..

Lemonade used Guru to manage support knowledge for over 500 global employees. They built a transparent request system using Slack,... Zapier, and Google Sheets to keep more than 5,000 Guru Cards accurate and verified. This workflow led to 90% weekly adoption of Guru and 100% trust scores in key collections. Lemonade processes 200–300 knowledge requests per month and achieved a 93% accuracy rate in annual audits. The system reduced scattered communication and enabled data-driven workload planning.
Show More..

Syniti helped Zurich Insurance migrate data from 23 legacy SAP systems into one SAP instance. The project cleansed 230 million... data items, achieving 99.9% accuracy in just 8 months. Zurich reduced data migration costs by 7% year over year using automation and reusable rules. All financial data was reconciled and signed off with over 99% accuracy. The new system supports ongoing data governance and future business needs.
Show More..

Swiss Reinsurance Company used harmon. ie to boost collaboration and make SharePoint easy to use. Before harmon.ie, SharePoint adoption was...low and employees struggled to find and share information. With harmon.ie, staff could access documents from anywhere, even on mobile, and share files simply. The rollout improved user experience and increased SharePoint adoption across the company. Swiss Re now enjoys seamless upgrades from SharePoint 2013 to Microsoft 365 without retraining users.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

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.
Show More..

Nintex full-cycle automation helped Wawanesa Insurance save $1 million. The company used process discovery and robotic process automation to reduce... manual tasks for brokers and employees. This freed up time so staff could focus on delivering value to members. Wawanesa gained visibility into bottlenecks and improved process efficiency. The result was better member experiences and a strong return on investment.
Show More..

Nintex full-cycle automation helped Wawanesa Insurance save $1 million. The company used process discovery and robotic process automation to reduce... manual tasks for brokers and employees. This freed up time so staff could focus on delivering value to members. Wawanesa gained visibility into bottlenecks and improved process efficiency. The result was better member experiences and a strong return on investment.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

Lemonade used Lokalise to speed up localization for new markets. Their old translation system caused bottlenecks and made it hard... for developers to test changes. Lokalise's branching and API features let each developer manage translations for their own features. This kept the code clean and made testing faster. With Lokalise, Lemonade launched in new European markets up to 2.5 times faster than before.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

UPMC Insurance Services Division used Upland Software’s Qvidian to manage over 200 proposals each year. Before Qvidian, teams struggled with... manual processes and missed RFP deadlines. Qvidian’s content library improved version control and increased content usage by 208% in one year. The division now meets all RFP deadlines and enjoys better teamwork. Qvidian’s features help keep proposal content fresh and easy to find.
Show More..

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.
Show More..

Vero used Go1 to build a broker learning campus for its network. The goal was to support brokers' professional development... and make training accessible to all, not just top-tier partners. Go1's collaborative approach helped Vero create a scalable, cost-effective online academy. The partnership enabled Vero to win a Gold Award for Broker Training and Development. Continuous improvement and flexibility were key to the campus's success.
Show More..

Sponge Learning delivered a blended learning solution for AXA Business Insurance. The program combined face-to-face training, digital games, and micro... elearning to boost emotional intelligence and empathy in customer service. After nine months, positive customer comments rose by 113%. Formal complaints dropped by 24%. Top-rated calls by insurance advisors increased by 114%. Over 80% of employees approved the program for engagement and job application.
Show More..

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.
Show More..

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.
Show More..

Synap helped the Medical Defence Union improve medical students' exam scores by 30%. MDU used Synap's online assessment platform to... give members access to dynamic question banks and real-time feedback. Students could practice in different exam modes and get detailed performance analytics. The platform's Spaced Learning algorithms boosted engagement and long-term retention. Mobile apps made it easy for busy students and doctors to study anywhere.
Show More..

Semalt helped Final Expense Rate, a life insurance brokerage, grow organic traffic by 275% in 13 months. The team rebuilt... the website, improved its structure, and added a custom insurance rate calculator. They optimized on-page SEO, created unique content, and launched a targeted link-building campaign. As a result, 776 keywords reached Google’s top 10, and monthly visits increased by 1,545. The client saw strong growth in both Google and Bing rankings.
Show More..

urllo helped a multinational insurance company cut redirect management costs by 65%. The company managed over 500 domains and needed... a secure, automated solution for redirects. urllo's Enterprise plan replaced their in-house system, giving them full control and advanced analytics. The team now spends less time on manual work and more on business improvements. urllo also improved security by identifying hacking attempts and providing 100% uptime.
Show More..

Western Financial Group used Lumar to improve their website's technical design. They aligned their site with search engine best practices.... This helped boost their website performance. The team focused on technical SEO improvements. As a result, their site became more visible to search engines. Lumar supported their digital marketing goals.
Show More..

Botify helped Post Office improve their website structure and content discoverability. The team used Botify’s AI-powered platform to launch a... new content hub and monitor SEO performance. They fixed duplicate URLs and reduced inefficient redirects. Post Office saw a 10% year-over-year increase in organic traffic. Redirects dropped by 48% and crawl budget waste fell by 17%.
Show More..

Botify helped Post Office improve their website structure and content discoverability. The team used Botify’s AI-powered platform to launch a... new content hub and monitor SEO performance. They fixed duplicate URLs and reduced inefficient redirects. Post Office saw a 10% year-over-year increase in organic traffic. Redirects dropped by 48% and crawl budget waste fell by 17%.
Show More..

2-10 Home Buyers Warranty used seoClarity's Content Fusion and Professional Services to boost their SEO. They rewrote key landing pages,... optimized their pricing and FAQ pages, and followed targeted recommendations. Their homeowners warranty page saw a 102% increase in ranking terms. The pricing page's organic traffic jumped 933%. The FAQ page traffic rose 235%. Overall, they achieved a 77% year-over-year increase in organic traffic and a 131% rise in top 3 keyword rankings.
Show More..

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.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

Aetna used SundaySky to create personalized video experiences for health plan members. These videos helped guide members through onboarding, plan... comparisons, and benefits education. Aetna saw a significant increase in Net Promoter Score. The company also saved money by reducing call center volume and lowering medical costs. More members enrolled in chronic care management programs after using the videos.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Epsilon helped a Fortune 500 insurance company reach over 10 million qualified leads for home insurance. The company used Epsilon’s... AI models and real-time intent data to target net-new leads based on life event triggers. This approach delivered three times more efficient cost per lead than their previous agency partner. Six million leads requested actual policy coverage. Epsilon’s solution focused on digital engagement and high-value customer targeting.
Show More..

Swiss Reinsurance Company used harmon. ie to boost collaboration and make SharePoint easy to use. Before harmon.ie, SharePoint adoption was...low and employees struggled to find and share information. With harmon.ie, staff could access documents from anywhere, even on mobile, and share files simply. The rollout improved user experience and increased SharePoint adoption across the company. Swiss Re now enjoys seamless upgrades from SharePoint 2013 to Microsoft 365 without retraining users.
Show More..

CodeTwo Email Signatures 365 helped Polygon Group manage 30,000 emails daily with unified signatures. The company needed a way to... control email signatures across all devices and users. CodeTwo provided a centralized solution that improved security and saved time. Polygon Group deployed the solution to 2,200 users in just one day. The team valued the product’s security features and responsive support.
Show More..

CodeTwo Email Signatures 365 helped Polygon Group manage 30,000 emails daily with unified signatures. The company needed a way to... control email signatures across all devices and users. CodeTwo provided a centralized solution that improved security and saved time. Polygon Group deployed the solution to 2,200 users in just one day. The team valued the product’s security features and responsive support.
Show More..

CodeTwo Email Signatures 365 helped Polygon Group manage 30,000 emails daily with unified signatures. The company needed a way to... control email signatures across all devices and users. CodeTwo provided a centralized solution that improved security and saved time. Polygon Group deployed the solution to 2,200 users in just one day. The team valued the product’s security features and responsive support.
Show More..

Pimcore helped BDAE Gruppe build a custom form generator for insurance applications. The solution connected dynamic forms to complex data... structures, making it easy to launch new products. BDAE can now create and manage forms independently, reducing time to market. The forms are secure and can be used on broker websites via iFrames. Data is fully encrypted to protect sensitive information.
Show More..

Zeotap’s Customer Data Platform unified all customer data for a leading EU insurance company. The platform created a single customer... view and managed consent across channels. Predictive Audiences identified the best upsell targets. User Journey Orchestration enabled precise, multi-channel targeting. The company saw a 5.5% increase in upsell across key touchpoints.
Show More..

AIA Singapore used Lemnisk's Customer Data Platform and Ramanujan AI engine to improve digital customer engagement. They unified customer data... and moved from manual to automated, intent-based engagement. The solution enabled dynamic personalization and precision targeting. AIA Singapore achieved a 2.3X increase in click-through rates. The partnership helped deliver personalized experiences at scale and reduced communication fatigue.
Show More..

Mercury Insurance used Reltio to unify customer data across all business lines. The company improved data accuracy and trust, helping... agents work faster and sell more. Reltio enabled a 360-degree customer view, supporting cross-sell and upsell. Multipolicy discount accuracy rose from 95% to 99%, cutting service calls by about 80,000. Clean, real-time data now powers analytics and AI for better business decisions.
Show More..

Redpoint technology helped a large healthcare payer cut member segment build time by 80%. The payer unified data from many... sources to personalize member engagement. Redpoint enabled real-time interactions and campaign automation. Over 300 campaigns were migrated to Redpoint from other platforms. The payer improved member outcomes and lowered medical costs. Multivariant testing and predictive recommendations increased member activation.
Show More..

Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

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.
Show More..

CodeTwo Email Signatures 365 helped Polygon Group manage 30,000 emails daily with unified signatures. The company needed a way to... control email signatures across all devices and users. CodeTwo provided a centralized solution that improved security and saved time. Polygon Group deployed the solution to 2,200 users in just one day. The team valued the product’s security features and responsive support.
Show More..

CodeTwo Email Signatures 365 helped Polygon Group manage 30,000 emails daily with unified signatures. The company needed a way to... control email signatures across all devices and users. CodeTwo provided a centralized solution that improved security and saved time. Polygon Group deployed the solution to 2,200 users in just one day. The team valued the product’s security features and responsive support.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

Zurich North America used Dynatrace to speed up its move to the cloud. The company automated IT operations and improved... monitoring with AI-powered insights. Dynatrace helped reduce manual work by 80%. Zurich North America saw faster problem resolution and better system reliability. The solution supported their sustainability goals by optimizing resource use.
Show More..

AmplifAI helped a leading US insurance carrier with 1,500 agents improve sales conversion by 7%. The platform unified data from... multiple systems and automated coaching recommendations. Managers saved 6 hours per week by reducing manual data prep. Coaching activity increased 43%, and agent engagement rose to 85%. Average handle time dropped 5% while quality scores stayed high.
Show More..

Cresta helped a Fortune 500 insurance company boost revenue by 7% in nine months. The company used Cresta Agent Assist,... Coach, and Insights to support agents and supervisors. Real-time coaching and data insights improved agent onboarding and performance. Supervisors could identify opportunities and act faster. The company plans to expand Cresta use, expecting over $5 million in benefits.
Show More..

Anaplan helped Unum speed up its annual planning cycle by 25%. The finance team now completes expense reporting three times... faster. Unum reduced its semiannual budget cycle by two weeks. The Anaplan platform lets finance staff focus on analysis, not manual work. Many finance tasks are now self-service, freeing up time for higher-value work. Unum uses Anaplan for financial consolidations, FP&A, and investment planning.
Show More..

IntelligenceBank helped Medibank centralize its marketing operations. Medibank needed to improve brand and legal compliance and streamline asset management. The... platform provided a single source of truth for digital assets and automated approval workflows. Medibank reduced admin time by up to 30% and improved compliance. Over 200 users now access approved content easily.
Show More..

Madhive helped a Colorado auto insurance brand lower its cost per acquisition by 55%. The company used CTV ads to... reach over 6 million viewers and target ideal audience segments. Retargeting led to a 19% increase in quotes and a 40% increase in policy binds. Profile sign-ups rose by 129%. Viewers who saw ads more than once were 77% more likely to convert. The campaign created an 18-day funnel for optimizing conversions.
Show More..

Bynder helped a major US health insurance company manage a high volume of content requests. The creative team used Bynder... to centralize digital assets, making it easier for over 100 users to find resources. This reduced time spent searching for files and improved brand consistency. The company achieved an 87% resource usage rate and stored 8,786 assets in the system. Teams now create and share content faster, supporting sales and marketing across the country.
Show More..

LähiTapiola used Xensam to fix unreliable software data and prepare for audits. They gained full visibility into thousands of applications... across their hybrid IT environment. Xensam's platform gave them accurate, real-time software usage data and eliminated hidden costs. The IT team now meets audit and reporting needs quickly and supports business decisions with trustworthy data. Fast support and easy integration improved their daily operations.
Show More..

Aon uses the Imagen Pro platform to centralise video content. The platform helps Aon connect global teams easily. Imagen Pro... offers scalable storage and detailed metadata tagging. It supports collaboration across offices worldwide. Aon benefits from a customised interface and intuitive web portal. The solution improves access and management of digital assets.
Show More..

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.
Show More..

IBM watsonx Assistant helped IRCEM automate customer support. The chatbot now handles 4,000 conversations each month with a 90% success... rate. IRCEM used IBM Cloud to train teams and expand the chatbot’s knowledge to cover retirement and savings. AI tools reduced email volume and improved response speed. Advisors now focus on higher-value tasks, making service faster and more accurate.
Show More..

North American Insurance Company used Darwin to test TV and digital video marketing. The insurer wanted to attract younger members... and move away from direct mail. Darwin helped them find which channels worked best and model different budget scenarios. They saw a 7% growth in new memberships and a 24% increase in quote requests. TV ad spend rose 68% and digital video investment grew 7X. Results appeared after just one quarter.
Show More..

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.
Show More..

Anaplan helped Unum speed up its annual planning cycle by 25%. The finance team now completes expense reporting three times... faster. Unum reduced its semiannual budget cycle by two weeks. The Anaplan platform lets finance staff focus on analysis, not manual work. Many finance tasks are now self-service, freeing up time for higher-value work. Unum uses Anaplan for financial consolidations, FP&A, and investment planning.
Show More..

Nintex full-cycle automation helped Wawanesa Insurance save $1 million. The company used process discovery and robotic process automation to reduce... manual tasks for brokers and employees. This freed up time so staff could focus on delivering value to members. Wawanesa gained visibility into bottlenecks and improved process efficiency. The result was better member experiences and a strong return on investment.
Show More..

Angular Minds added AI to insurEco System's insurance platform. The platform now automates claims processing and quoting. OCR reads forms... and fills in data automatically. AI suggests the best coverage for each client. Agents, underwriters, and insureds get instant answers from an AI assistant. The changes made work faster and easier for everyone using the platform.
Show More..

Signicat helped LähiTapiola, one of Finland's largest insurance companies, secure digital customer journeys. LähiTapiola used Signicat’s strong authentication and electronic... signing solutions for online and call center channels. This enabled secure logins, compliant contract signing, and smooth customer service. The platform handled high volumes reliably and met strict SLA requirements. LähiTapiola minimized fraud and stayed compliant with regulatory demands.
Show More..

altaFlow helped Transition Insurance Agency automate insurance workflows. The agency replaced manual paperwork with no-code automation. Data now syncs between... Salesforce and their documents, reducing errors. Contracts and policies are generated and signed in minutes. Compliance and auditing improved with real-time reporting. The agency now works faster and more accurately, improving client service.
Show More..

RingCentral AI helped JTR Insurance Agency cut call routing time by 91%. The agency now routes calls in just 24... seconds instead of five minutes. AI Receptionist and Virtual Assistant automate call handling and note-taking. JTR saves $6,000 each month and reduces manual work by 90%. Staff can now focus more on clients and less on paperwork.
Show More..

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.
Show More..

LoginRadius helped C-Quence Technologies streamline customer authentication for insurance brokers. C-Quence needed a simple, secure login to reduce manual work... and lower costs. LoginRadius deployed a white-labeled Identity Experience Framework with standard OAuth and Cloud Directory APIs. This made access easy for brokers and automated user management. C-Quence now tracks customer engagement data and spends less time on authentication issues.
Show More..

Feathr helped the Professional Liability Underwriting Society (PLUS) bring in 174 attendees to their 2023 symposia series using targeted ad campaigns. PLUS spent just... $2,000 on ads and generated $160,000 in ticket sales. The marketing team used geofencing and retargeting to reach new and returning audiences. Feathr’s conversion tracking and audience insights made campaign management easy for their two-person team. PLUS improved attendee acquisition and engagement with a focused, data-driven approach.
Show More..

Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
Show More..

Lockton switched from Lusha to Cognism to improve sales prospecting. The team struggled with poor data quality and limited contact... information using their previous tool. With Cognism, they now access reliable phone data and use Salesforce integration to identify target customers. Meeting bookings doubled, and users save up to an hour daily. The onboarding process was smooth, and support was helpful.
Show More..