Insurance: Case Studies, ROI & Implementation Examples

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%.
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Dialpad AI helped Homestead Smart Health Plans cut their average speed to answer from over a minute to under 10 seconds. The company used... Dialpad Support to get real-time reporting and analytics, saving about one day per month. The auto-answer feature improved first call resolution and made call handling faster. Virtual fax and bulk holiday updates supported industry needs and remote work. Homestead maintained 0% agent attrition and high employee satisfaction with the new system.
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Nixxis Contact Suite helped Europ Assistance improve customer support. The company needed better visibility and faster response for thousands of... daily calls. Nixxis delivered real-time reporting and a stable, modern platform. Assist speed increased by 15%. Customer satisfaction rose by 25%. Workforce distribution improved during call peaks. Europ Assistance is now recognized as a center of excellence in customer support.
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Convoso helped a final expense insurance agency boost revenue by 30%. The team struggled with low answer rates and high... lead costs using their old dialer. After switching to Convoso, answer rates improved by 50% and contact success reached 90%. Lead costs dropped by 60%. Agents became more prepared and morale improved. Real-time reporting and caller ID management were key features.
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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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Genesys Cloud helped ERGO in the Baltics unify customer and employee experience across Estonia, Latvia, and Lithuania. The company consolidated... multiple service tools into one platform, improving omnichannel engagement and visibility into customer journeys. Employees now manage all customer interactions through a single interface, leading to faster, more personalized service. ERGO earned top customer service awards in Estonia and Latvia, and improved sales and operational performance. The platform also simplified IT management and enabled ongoing innovation.
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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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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.
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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.
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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.
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If Insurance unified six systems into one platform with Puzzel. Agents now spend 10–15% more time with customers. The company... improved operational efficiency by 3%. Advisors can track appointments and manage workflows better. AI-powered tools help team leaders coach staff across four countries. The partnership with Puzzel drives ongoing innovation in customer service.
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MaestroQA helped Attune Insurance move away from spreadsheets for quality assurance. Attune saw a 30% increase in CSAT, a 120%... decrease in agent ramp time, and a 300% increase in monthly coaching sessions. The platform enabled Attune to scale their customer experience team from 3 to over 100 agents. MaestroQA supported a flexible QA workflow, improving feedback and maintaining high service quality as the company grew. Attune used MaestroQA to define and uphold their brand experience across all customer interactions.
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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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Healthcare Navigator LLC uses Unitel Voice to help seniors with Medicare decisions. The team relies on call recording to meet... compliance rules and keep client records organized. Their toll-free number rings multiple agents, so clients never miss a call. Affordable pricing and easy-to-use features make Unitel Voice a good fit for their business. This phone system helps them deliver better service and stay compliant.
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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.
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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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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.
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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.
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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.
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Relation Insurance used Vertafore to boost its AI strategy and improve agency operations. The company launched RelationGPT to help 1,400... employees use AI securely and efficiently. Vertafore provided a strong data foundation and flexible tools that fit Relation’s business needs. The partnership allowed Relation to quickly test and deploy new AI solutions. Employees now spend less time on manual tasks and more time with customers. Vertafore’s support helps Relation keep evolving its AI approach for better service.
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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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OnePageCRM helped Advocate Health Advisors streamline recruiting for insurance sales agents. David Fent used the CRM to track agent progress,... organize conversations, and automate follow-ups. The platform made it easy to move recruits through certification stages and personalize communication. Integration with Outlook allowed for seamless email and calendar management. The CRM enabled long-term relationship building with agents, saving time and boosting productivity.
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Guidewire ClaimCenter helped Zurich Insurance improve claims service and customer satisfaction. Customers can now check claims status and get faster... settlements. Zurich UK reduced costs and improved customer experience with end-to-end claims management. Zurich Switzerland enabled multi-channel customer interaction and better workflow. Zurich Gruppe Deutschland boosted efficiency in policy administration and claims handling. Guidewire Cyence Risk Analytics supports Zurich in managing cyber risk globally.
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OutSystems helped Tysers, a Lloyd’s insurance broker, launch its Tconnect platform in just four months. The new system cut customer... query resolution time by 60%, from 15 days to six. Tysers saved 400 hours per week for 200 staff by automating workflows. The platform unified policy lifecycle management and improved digital efficiency. Tysers can now scale operations and innovate faster using low-code development.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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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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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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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SAP Business One helped Bellingham Underwriters improve customer support. The company replaced its legacy accounting system to handle complex reporting... and growth. SAP Business One gave them real-time payment visibility and custom reporting. Integration with Crystal Reports let them generate accurate reports from multiple sources. Customer service improved with better, updated information. Vision33 supported a smooth implementation process.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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.
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Merkur Versicherung AG used Liferay to build a unified digital experience for over 300,000 users. They launched a mobile-first website,... self-service customer portal, and partner portals. Customers can view contracts, submit invoices, and book services online. Liferay enabled personalized content for employees, brokers, and partners. Flexible document management reduced maintenance work. The company now adds about 20,000 new portal users each year.
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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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Safeco Insurance used Sitecore Experience Platform and Salesforce to connect data and automate agent communications. The company removed data silos... and enabled dynamic, personalized content for independent agents. Safeco built a data lake to link Sitecore XP, Salesforce Marketing Cloud, and Salesforce Sales Cloud. This led to a 33% increase in agent engagements, the highest ever recorded for the company. The solution also reduced manual data integration and improved cross-channel marketing.
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Safeco Insurance used Sitecore Experience Platform and Salesforce to connect data and automate agent communications. The company removed data silos... and enabled dynamic, personalized content for independent agents. Safeco built a data lake to link Sitecore XP, Salesforce Marketing Cloud, and Salesforce Sales Cloud. This led to a 33% increase in agent engagements, the highest ever recorded for the company. The solution also reduced manual data integration and improved cross-channel marketing.
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Relation Insurance used Vertafore to boost its AI strategy and improve agency operations. The company launched RelationGPT to help 1,400... employees use AI securely and efficiently. Vertafore provided a strong data foundation and flexible tools that fit Relation’s business needs. The partnership allowed Relation to quickly test and deploy new AI solutions. Employees now spend less time on manual tasks and more time with customers. Vertafore’s support helps Relation keep evolving its AI approach for better service.
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Optimizely Content Management System helped Swinton Insurance merge six websites into one. Swinton used real-time weather data and social listening... to create reactive content for customers. The new site warns users about weather risks and offers guides and videos. Over four million weather warnings and reports have been delivered. Swinton can now launch urgent help guides in as little as five hours. Social media integration extends alerts to at-risk customers.
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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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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.
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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.
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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.
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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.
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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.
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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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MoEngage helped TATA AIG General Insurance cut manual marketing work by 90%. The company switched from a legacy Martech platform... to MoEngage's Customer Data and Engagement Platform. This move let them launch complex campaigns 93% faster. MoEngage unified customer profiles and enabled omnichannel engagement across app, website, SMS, email, and WhatsApp. TATA AIG now runs targeted winback and renewal campaigns, improving customer retention and satisfaction.
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Optimizely Content Management System helped Swinton Insurance merge six websites into one. Swinton used real-time weather data and social listening... to create reactive content for customers. The new site warns users about weather risks and offers guides and videos. Over four million weather warnings and reports have been delivered. Swinton can now launch urgent help guides in as little as five hours. Social media integration extends alerts to at-risk customers.
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SecureNow used Tars conversational AI to help companies find the right insurance. Before Tars, SecureNow struggled to guide potential clients... who lacked insurance knowledge. Their website could not answer all questions, and human agents were not always available. Tars built a chatbot for SecureNow to collect client information and answer basic questions. This chatbot now helps SecureNow serve clients 24/7 and saves time for human agents. SecureNow can now focus their team on more complex client needs.
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MG Gestão de Riscos used Pipefy and WhatsApp automation to speed up quoting. They cut quote turnaround from 2 days... to under 15 minutes. The company doubled its pipeline in 4 months. Revenue grew 2x in the same period. All requests now enter the pipeline in a standard format. The team gained real-time visibility and control over sales operations.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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.
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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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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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.
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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.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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.
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Dialpad AI helped Homestead Smart Health Plans cut their average speed to answer from over a minute to under 10 seconds. The company used... Dialpad Support to get real-time reporting and analytics, saving about one day per month. The auto-answer feature improved first call resolution and made call handling faster. Virtual fax and bulk holiday updates supported industry needs and remote work. Homestead maintained 0% agent attrition and high employee satisfaction with the new system.
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Yext helped HealthMarkets manage brand information for over 1,400 insurance agencies. HealthMarkets used Yext to improve local search rankings and... fix more than 627,000 errors in names, addresses, and phone numbers. The platform let HealthMarkets control agent listings and Facebook pages from one dashboard. Yext's review monitoring gave HealthMarkets valuable customer feedback. HealthMarkets saw stronger digital engagement and better local marketing with Yext.
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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.
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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.
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Highspot helped Pie Insurance boost buyer engagement by 53%. Pie Insurance used Highspot to improve content governance, reaching 85% well-governed... content. The team enabled 59% external share adoption, helping agency partners and sellers work better together. Digital Rooms let Pie Insurance create custom experiences for partners. With Highspot, Pie Insurance built a strong enablement platform to support future growth.
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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.
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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.
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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.
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Seismic helped VSP achieve 100% user adoption of sales content and full collaboration between marketing and sales. VSP used Seismic... to launch TheWell 2.0, making it easier for 500 sellers to find and personalize content. During the COVID-19 pandemic, Seismic’s NewsCenter became the main source for crisis communications, with over 10,000 views in three months. Seismic for PowerPoint enabled faster, more accurate deck personalization. VSP’s sales teams now deliver content more efficiently and serve clients better.
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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.
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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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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.
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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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YuLife used Canva Business to scale creative output across 25+ countries with just four designers. The team saw a 229%... increase in designs created and cut design software costs by 40%. Design turnaround dropped by 75%, and campaign creation became 100x faster. Canva's Brand Kit helped YuLife keep brand integrity while empowering non-designers to create on-brand assets. Customer Success teams now deliver client-ready designs in minutes, supporting faster renewals and business growth.
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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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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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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.
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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.
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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.
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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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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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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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Glia helped Celina Insurance Group upgrade from a basic chat tool to a full digital customer service platform. Agents now use... chat, voice, video, screen sharing, and CoBrowsing to connect with Celina teams. The new system lets agents get help faster and choose who they talk to. Celina saw a 4.93 out of 5 agent satisfaction score and a 10 out of 10 support rating. The solution improved agent loyalty and made support more efficient.
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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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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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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UNIQA used Motionlab Platform to send personalized videos to their insurance clients. The campaign aimed to upsell existing customers and... offer extra assistance services. UNIQA saw a 400% increase in click-through rate compared to regular newsletters. The conversion rate reached 11%. Clients responded positively, and the sales team praised the results.
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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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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.
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Reltio helped Mercury Insurance unify customer data across all business lines. The company improved data accuracy and trust, enabling agents... to work faster and sell more. Real-time, AI-ready data powered analytics and reduced manual work. Multipolicy discount accuracy rose from 95% to 99%, cutting service calls by about 80,000. Customers now see all their policies in one portal, leading to higher satisfaction.
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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.
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Safeco Insurance used Sitecore Experience Platform and Salesforce to connect data and automate agent communications. The company removed data silos... and enabled dynamic, personalized content for independent agents. Safeco built a data lake to link Sitecore XP, Salesforce Marketing Cloud, and Salesforce Sales Cloud. This led to a 33% increase in agent engagements, the highest ever recorded for the company. The solution also reduced manual data integration and improved cross-channel marketing.
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Optimizely Content Management System helped Swinton Insurance merge six websites into one. Swinton used real-time weather data and social listening... to create reactive content for customers. The new site warns users about weather risks and offers guides and videos. Over four million weather warnings and reports have been delivered. Swinton can now launch urgent help guides in as little as five hours. Social media integration extends alerts to at-risk customers.
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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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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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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.
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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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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.
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Path LMS helped Virginia Land Title Association double its membership in just ten months. VLTA faced declining membership and an... outdated online presence. They launched a new learning portal and revamped their website. The association converted courses to online, for-credit formats and introduced all-inclusive pricing. Membership revenue rose by 34%, and combined membership and education revenue increased by 45%.
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Botify helped Post Office increase organic traffic by 10%. The team used Botify’s AI-powered SEO platform to improve site structure... and content discoverability. They reduced redirects by 48% and cut crawl budget waste by 17%. Monthly sessions with Botify experts uncovered new optimization opportunities. The Post Office team now saves hours each week and has gained recognition for their SEO transformation.
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Botify helped Post Office increase organic traffic by 10%. The team used Botify’s AI-powered SEO platform to improve site structure... and content discoverability. They reduced redirects by 48% and cut crawl budget waste by 17%. Monthly sessions with Botify experts uncovered new optimization opportunities. The Post Office team now saves hours each week and has gained recognition for their SEO transformation.
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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.
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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.
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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.
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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.
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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.
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National Indemnity Company used AiRISTA’s RTLS solution to improve employee safety and asset tracking during the pandemic. After moving to... 100% onsite work, they faced multiple COVID-19 cases and close contacts. The RTLS system enabled contact tracing and compliance for 1,300 people in Omaha and 750 in California branches. The company adjusted features for better usability and managed privacy through HR. The solution built goodwill among employees and supported business continuity.
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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.
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Safeco Insurance used Sitecore Experience Platform and Salesforce to connect data and automate agent communications. The company removed data silos... and enabled dynamic, personalized content for independent agents. Safeco built a data lake to link Sitecore XP, Salesforce Marketing Cloud, and Salesforce Sales Cloud. This led to a 33% increase in agent engagements, the highest ever recorded for the company. The solution also reduced manual data integration and improved cross-channel marketing.
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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.
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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.
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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.
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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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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.
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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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MoEngage helped TATA AIG General Insurance cut manual marketing work by 90%. The company switched from a legacy Martech platform... to MoEngage's Customer Data and Engagement Platform. This move let them launch complex campaigns 93% faster. MoEngage unified customer profiles and enabled omnichannel engagement across app, website, SMS, email, and WhatsApp. TATA AIG now runs targeted winback and renewal campaigns, improving customer retention and satisfaction.
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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.
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Helvetia Insurance used Foleon to transform their internal magazine from a static PDF to an interactive digital experience. Employees now access... the magazine in three languages, with over 45% reading on mobile devices. The new format increased engagement, with average session duration exceeding four minutes and more than 1,000 visitors per issue. Staff feedback has been very positive, with many preferring the digital edition over print. Foleon's templates and editor made it easy for Helvetia's small team to produce high-quality content quickly.
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Solly Azar used Genially to improve onboarding and training for its 300-person team. The company needed a fun and engaging... way to welcome new hires and share key information. Genially's interactive templates helped them create visual content without extra training. The team received very positive feedback on onboarding and training sessions. Genially helped Solly Azar stand out from competitors and keep new employees engaged.
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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.
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Skyword created an infographic for Western & Southern to help people understand how to save for retirement. The infographic focused... on five main steps and used clear visuals and simple language. It was designed to answer common questions about financial investments and retirement planning. After launch, the infographic drove more traffic to Western & Southern’s blog from both search and social channels.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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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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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Yext helped HealthMarkets manage brand information for over 1,400 insurance agencies. HealthMarkets used Yext to improve local search rankings and... fix more than 627,000 errors in names, addresses, and phone numbers. The platform let HealthMarkets control agent listings and Facebook pages from one dashboard. Yext's review monitoring gave HealthMarkets valuable customer feedback. HealthMarkets saw stronger digital engagement and better local marketing with Yext.
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Hootsuite helped a global insurance provider generate $76 million in business impact. The company used Hootsuite to centralize social media... management and automate reporting. Agents received training through Hootsuite Academy, improving social media skills and engagement. The solution saved 651,000 hours annually and reduced costs by $24,800. Predictive compliance features helped avoid $3,000 in annual business costs. The provider gained 11 new clients per month through social selling.
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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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Merkur Versicherung AG used Liferay to build a unified digital experience for over 300,000 users. They launched a mobile-first website,... self-service customer portal, and partner portals. Customers can view contracts, submit invoices, and book services online. Liferay enabled personalized content for employees, brokers, and partners. Flexible document management reduced maintenance work. The company now adds about 20,000 new portal users each year.
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Safeco Insurance used Sitecore Experience Platform and Salesforce to connect data and automate agent communications. The company removed data silos... and enabled dynamic, personalized content for independent agents. Safeco built a data lake to link Sitecore XP, Salesforce Marketing Cloud, and Salesforce Sales Cloud. This led to a 33% increase in agent engagements, the highest ever recorded for the company. The solution also reduced manual data integration and improved cross-channel marketing.
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Optimizely Content Management System helped Swinton Insurance merge six websites into one. Swinton used real-time weather data and social listening... to create reactive content for customers. The new site warns users about weather risks and offers guides and videos. Over four million weather warnings and reports have been delivered. Swinton can now launch urgent help guides in as little as five hours. Social media integration extends alerts to at-risk customers.
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Grupo Ageas Portugal used VTEX to launch the Médis Marketplace, moving from reactive insurance to proactive health engagement. With VTEX's headless... commerce and marketplace engine, they increased customer touchpoints by up to 7x and onboarded over 25,000 active users in the first year. The platform scaled to 20,000+ products and doubled digital channel growth for launch partner Nossa Farmácia. This digital health ecosystem helped Ageas become a daily health companion for customers, not just an insurer.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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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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.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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Gallagher used Explorance Blue to replace manual 360-degree feedback with scalable, customizable programs. Before, their team spent too much time... cleaning data and formatting reports. With Explorance Blue, they automated data collection and reporting, freeing up time for strategic insights. This improved efficiency, consistency, and client satisfaction. Gallagher expanded its leadership development services globally and built a rigorous, standardized process for 360-degree evaluations.
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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.
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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.
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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.
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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.
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The Zebra used Ethnio to manage all research tasks in one place. They uploaded, filtered, and surveyed participants faster than... before. The team used creative NPS surveys with emojis to boost response rates. Ethnio let them email thousands of respondents in minutes and sync opt-outs for compliance. They quickly found patterns in open-ended survey data, leading to business and UX improvements.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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Indigo. Design helped Instec speed up concept execution for both customers and team members. The team used Indigo.Design to quickly...build interactive prototypes for commercial insurance applications. This made it easier to test ideas, get feedback, and reduce confusion during development. Instec also used prototypes in sales meetings to show clients exactly how custom solutions would work. The process saved time and cut costs by solving problems before development began.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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.
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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.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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, 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.
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Claims Connection Group used IBM AI solutions to improve property insurance claims. Manual data entry and slow workflows caused delays,... especially after storms. IBM watsonx and automation tools helped CCG cut manual processing time by 30–50%. They reduced operational costs by 25–35%. Claims are now settled up to 70% faster. Customers and partners see more transparency and faster service.
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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.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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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.
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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.
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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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Dialpad AI helped Homestead Smart Health Plans cut their average speed to answer from over a minute to under 10 seconds. The company used... Dialpad Support to get real-time reporting and analytics, saving about one day per month. The auto-answer feature improved first call resolution and made call handling faster. Virtual fax and bulk holiday updates supported industry needs and remote work. Homestead maintained 0% agent attrition and high employee satisfaction with the new system.
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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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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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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.
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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.
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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.
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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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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.
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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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Eventdrive helped Generali France organize over 120 events with more than 18,000 engaged participants. Generali France switched to Eventdrive for... easier event management and better branding. The platform lets them create custom event websites and branded apps. Eventdrive made it simple to manage online, hybrid, and in-person events. Generali France now saves time and can analyze event results quickly.
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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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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.
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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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Crystal helped Ash Brokerage's sales team use personality data to better understand client behavior. The team tailored their communication style... to match clients, building trust faster. Using Crystal, reps built relationships more quickly and shortened the sales cycle. The Outlook integration gave actionable tips for impactful messaging. This led to deeper connections and improved sales conversations.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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Reltio helped Mercury Insurance unify customer data across all business lines. The company improved data accuracy and trust, enabling agents... to work faster and sell more. Real-time, AI-ready data powered analytics and reduced manual work. Multipolicy discount accuracy rose from 95% to 99%, cutting service calls by about 80,000. Customers now see all their policies in one portal, leading to higher satisfaction.
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Semarchy helped APRIL, a global insurance leader, unify customer and prospect data from 16 countries. APRIL automated data reconciliation across... subsidiaries, replacing manual processes. This improved data quality and gave a single view of customers. Teams found new cross-sell and up-sell opportunities. APRIL now delivers better customer experiences and meets compliance needs with strong data governance.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, 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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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Genesys Cloud helped ERGO in the Baltics unify customer and employee experience across Estonia, Latvia, and Lithuania. The company consolidated... multiple service tools into one platform, improving omnichannel engagement and visibility into customer journeys. Employees now manage all customer interactions through a single interface, leading to faster, more personalized service. ERGO earned top customer service awards in Estonia and Latvia, and improved sales and operational performance. The platform also simplified IT management and enabled ongoing innovation.
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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.
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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. Real-time dashboards gave managers better access to talent management and recruiting data. Westfield saw faster hiring and more effective talent decisions. The platform supported international growth and compliance needs, including GDPR.
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