Grant Lifecycle Manager helped Blue Cross Blue Shield of Alabama with grant management. Tim King, manager of community relations, values the price and ease of use. He also appreciates the client serv...ice from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
Grant Lifecycle Manager helped Blue Cross Blue Shield of Alabama with grant management. Tim King, manager of community relations, values the price and ease of use. He also appreciates the client serv...ice from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
Insurance Implementation Playbook: Live Chat Best Practices
AIA Singapore
- Insurance
KeyReply's MAIA virtual assistant helped AIA Singapore manage customer journeys across over 20 departments. The challenge was to serve digital-savvy customers and agents, optimize costs, and handle l...egacy backend systems, especially after Covid closed physical counters. MAIA was deployed on multiple digital channels for agent and policyholder servicing, live chat, and more. The solution exceeded 100% of usage goals. AIA's team gained skills to manage the AI system, and the platform continues to expand with new self-service features.
Kommunicate’s chatbot helped Conte.IT automate 90% of customer conversations. Conte.IT needed a self-service system so customers could manage car insurance tasks without speaking to a human. They tes...ted chatbots to handle repetitive questions and improve customer independence. Kommunicate integrated easily with their tools and budget, offering strong analytics and almost 100% uptime. The solution reduced reliance on live agents and boosted customer satisfaction.
HelpCrunch live chat helped Polis.ua, an online financial supermarket, handle over 2,000 customer queries each month. Before HelpCrunch, Polis.ua struggled with team scheduling, file transfers, and v...ideo recording issues. By switching to HelpCrunch, they integrated live chat with messengers like Telegram and Viber. This allowed fast, real-time support and gave customers more ways to connect. Polis.ua now provides quick and professional customer service using HelpCrunch.
LivePerson helped Bupa improve customer satisfaction with a digital engagement strategy. Bupa used LivePerson to make it easier for customers to get help and answers online. Messaging demand grew by ...55% year over year. WhatsApp IVR deflect volumes increased by 129%. Assisted channels saw a 21% higher average order value. Messaging agents handled 64% more volume per month than voice agents.
Kotak Life Insurance wanted to improve lead generation and customer engagement. They worked with Haptik to use WhatsApp Flows and a virtual assistant called KAYA. Customers could buy insurance, get p...olicy info, and upload documents through WhatsApp. This made the process faster and easier. Kotak Life saw a 400% increase in lead count, a 56% average conversation rate, and 3 times more repeat customers. They also reduced dropout rates by 75% and improved customer connects by 60% over the web channel.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
XaitProposal helped Agrica Group, a French insurance company, reduce the time to process contractual documents by 25%. The company faced challenges with outdated tools, complex document types, and re...liance on outside service providers for formatting. By using XaitProposal, they streamlined document creation, eliminated the need for external formatting, and improved compliance. As a result, 90% of their contractual documents are now produced in-house, leading to significant time savings and increased productivity.
Azuga helped QuadScore Insurance Services improve safety in the cannabis industry. QuadScore used Azuga's fleet telematics and tracking solutions. This made their insurance product safer for clients.... Their clients saved millions of dollars in premiums. Azuga's technology supported better risk management for QuadScore's customers.
Avanti, a print management information system, helped Physicians Mutual fix slow manual processes. The company processed over 200 orders daily and printed 30 million pieces each year. Before Avanti, ...they had bottlenecks, poor visibility, and lots of manual data entry. Avanti automated workflows, improved reporting, and gave full visibility. This removed bottlenecks and made order tracking easy.
Understanding Chatbot Impact in Insurance: Real Customer Outcomes
Bupa
- Insurance
LivePerson helped Bupa improve customer satisfaction with a digital engagement strategy. Bupa used LivePerson to make it easier for customers to get help and answers online. Messaging demand grew by ...55% year over year. WhatsApp IVR deflect volumes increased by 129%. Assisted channels saw a 21% higher average order value. Messaging agents handled 64% more volume per month than voice agents.
GetJenny's JennyBot helped Keskinäinen Vakuutusyhtiö Turva automate customer service with the chatbot Teppo. Turva needed 24/7 support as more customers wanted self-service and sent requests outside ...office hours. Teppo now handles 2040 out of 2400 monthly conversations, deflecting 90% of customer issues. Chat opening hours increased by 363%, and 73 agent hours are saved each month. Human agents now focus on complex cases, while Teppo manages routine questions and supports lead generation.
ChatrHub helped an international insurance company lower customer churn. The company used ChatrHub’s conversational intelligence and real-time agent assist tools. AI analyzed thousands of calls to fi...nd why customers canceled. Agents got live prompts to save more accounts. The company increased its customer save rate by 18%. Agents responded faster and with more empathy. The feedback loop led to ongoing improvement.
MentorcliQ helped Cigna improve their mentoring programs. Cigna chose MentorcliQ for its proven results. The solution focused on employee development and engagement. Cigna saw tangible benefits from ...using MentorcliQ. The case highlights the value of mentoring software for large insurance companies.
Talent Management Success Stories: How Insurance Companies Drive Results
Allianz Trade Northern-Europe
- Insurance
Appical helped Allianz Trade Northern-Europe create a unified onboarding app. Allianz Trade wanted a consistent onboarding experience for over 1,700 employees in 15+ countries. The goal was to make j...oining the company easier and ensure a similar experience everywhere. Appical's platform provided onboarding, preboarding, and integration tools. Allianz Trade rolled out the app across Northern-Europe, supporting their growth and harmonizing their onboarding process.
Reflektive helped Protective Life Insurance Company move from annual reviews to quarterly check-ins. The company wanted to improve coaching, simplify reviews, and support employee growth. Reflektive’...s platform made it easy for managers and employees to have real conversations. Managers now spend more time talking with employees and less time on paperwork. 40% more employees know what to focus on in the next 90 days. 92% of employees say they know where they stand with their manager.
Leapsome helped Generali Switzerland modernize its performance review process and scale OKR adoption. The company wanted to replace complex, time-consuming templates and Excel-based OKR tracking. Lea...psome provided a flexible, all-in-one platform for performance reviews, goals, and feedback. Generali rolled out the Goals & OKR module company-wide, making reviews more agile and aligning teams. The new system saved time, improved reporting, and made reviews easier for employees.
ARAG wanted to improve their performance reviews and help employees focus on their own growth. They needed a flexible system that was easy to use and could track goals and feedback. After searching, ...they chose Appraisd because it met all their needs and let employees help make the decision. Appraisd worked with ARAG to move from yearly reviews to regular coaching talks. Since using Appraisd, 60 employees have created check-ins, 51 people added development goals, and 427 objectives were set.
peopleHum helped Broktech move their HR operations to the cloud. Broktech replaced manual files and Excel sheets with digital employee profiles. The team found peopleHum easy to use and quick to inte...grate. The leave request process improved, and new modules like engagement and quizzes added value. Broktech now enjoys a paperless HR system and a happier team.
Understanding Digital Signature Impact in Insurance: Real Customer Outcomes
Aon
- Insurance
Docusign helped Aon with their digital transformation. Aon used Docusign's expert support to roll out the solution successfully on the first try. The global program manager at Aon said having a Docus...ign expert gave them comfort and confidence. Docusign provided hands-on deployment and support services. This helped Aon achieve a smooth and effective implementation.
Leocare wanted to make insurance simple and fast for their customers. They needed a digital way to sign documents. They chose Yousign for electronic signatures. Leocare liked that Yousign is a French... company and easy to use. They first used the web app, then added the API for a smooth customer journey. Now, Leocare handles about 60,000 signatures each year with Yousign.
Real Results: Security Customer Stories from Insurance
Tetra Pak
- Industry
Tetra Pak in Sweden is featured in this case study. The company is in the industry sector. The content does not provide details about the challenge, solution, or results. No specific outcomes or metr...ics are mentioned.
Max Life Insurance wanted to save money on software licenses. They used manual tracking, which was slow and caused mistakes. They chose Snow Spend Optimizer to get better insights and manage licenses... more easily. This helped them move from yearly to quarterly audits without extra costs. They cut their top five software expenses by 10% and reached full compliance with managed software publishers.
BetterCloud helped Kin Insurance cut over $100,000 in SaaS licensing costs. The IT team used BetterCloud's Spend Optimization module to identify unused licenses and reduce renewals. Automated workflo...ws improved user provisioning and deprovisioning for dozens of apps. Kin also automated account deactivation for independent adjusters, boosting security and saving money. The company continues to use BetterCloud to monitor software usage and find more savings.
Pekin Insurance wanted to provide a secure and easy experience for its agents and workforce. They chose Ping Identity for its hybrid environment support and industry leadership. Pekin deployed SSO an...d MFA, reducing risk and improving security with minimal friction. The MFA deployment was highly successful, completed in just over four months for more than 7,000 agents and employees. The deployment scored high in customer satisfaction, with agents finding it easier to use than competitors' solutions.
Real Results: Bot Platform Customer Stories from Insurance
Mutual of Omaha
- Insurance
Botsplash helped Mutual of Omaha improve lead management with automated reassignment and engagement rules. Agents used mobile integration to manage customer interactions from anywhere. The company us...ed automated reminders to re-engage dormant conversations. Organizational tools streamlined workflows and improved lead tracking. These features made customer engagement faster and more efficient.
Cognigy.AI helps insurance companies automate minor car accident claims using WhatsApp. Manual claim handling increases contact center costs and frustrates customers. With Cognigy.AI, claims are proc...essed automatically through a secure and friendly chat. This reduces contact center volume and speeds up the process. Customers get faster service and higher satisfaction.
One of the biggest insurance brokers in the United States
- Insurance
Maruti Techlabs used a Python-based OCR model to help a large US insurance broker automate underwriting. The client had problems with manual document checks, slow sales cycles, and errors. The soluti...on used Tesseract, YOLOv5, and PyTorch to extract and verify data from documents. This automation cut processing time by 40% and improved data accuracy. The client also saw better security and a smoother customer experience.
Progress MOVEit helped a non-profit health insurance provider manage secure file transfers. The provider needed to meet HIPAA compliance and handle strong growth. MOVEit Transfer centralized patient ...health and claims data exchanges and improved security. MOVEit Automation reduced manual work by automating file transfers. The provider now processes thousands of claim files daily and works with over 50 external vendors. Data governance and compliance risks are lower.
Tealium's Customer Data Platform helped Mutual of Omaha use first-party data for real-time personalization. The company unified policy data from many sources to build complete customer profiles. Teal...ium's CDP made this data available instantly on the website, enabling targeted cross-selling. The solution addressed strict security needs and kept event volume costs low. Mutual of Omaha now delivers relevant product offers to customers at the right time.
CustomerLabs helped Dundas Life improve retargeting and lower cost per lead using first-party data operations. Dundas Life used Conversion API to boost event match quality from 3 to 7 out of 10. They... improved audience match rates by 2X, cutting cost per lead by 67% and doubling lead acquisition. For top-of-funnel campaigns, 1% lookalike audiences reduced lead costs by 60% with no extra ad spend. These changes made their ad performance much better.
Invenna Customer Data Platform helped Athora Netherlands centralize all customer data from its brands Reaal and Zwitserleven. Athora had many scattered customer datasets, making it hard for staff to ...access key information and get a full customer view. By using the Invenna CDP for B2C, Athora now has a unique, real-time customer profile for each brand and employee. This gives deeper customer insights and supports better service. The solution makes it easier to combine and use customer data every day.
National Roadside Assistance and General Insurance Provider
- Insurance
Recordsure Capture helped a national roadside assistance and general insurance provider oversee 110 field sales agents across the UK. The company needed better oversight and digital records of sales ...conversations. Agents used the Capture app to record conversations and complete digital forms. Data and recordings were uploaded to a central portal for management access. The solution enabled central oversight, faster documentation, and improved sales tracking. Over 51,000 conversations were captured, with 1,700 per month and 110 users.
Zeotap Customer Data Platform unified all customer data for a top EU insurance company. The company struggled with siloed data and complex consent management. Zeotap created a single customer view an...d streamlined consent orchestration. Predictive Audiences helped find the best upsell targets. User Journey Orchestration enabled precise, multi-channel campaigns. The company saw a 5.5% increase in upsell across key touchpoints.
Univé used a chatbot to manage more customer questions. The chatbot helps customers even when the office is closed. This makes it easier for customers to get help anytime.
QuestionPro helped National Health Insurance Bahamas collect feedback using online surveys. NHI wanted to reduce waiting times and improve care quality. They used QuestionPro to track satisfaction an...d monitor healthcare facilities. The platform supported universal health coverage and improved healthcare quality. Other national organizations adopted the standards tracked by NHI.
Saskatchewan Government Insurance (SGI) and SGI Canada
- Insurance
Insightrix Communities helped SGI and SGI Canada build an online community called SGI CONNECT. SGI wanted to connect better with brokers and customers and learn about their needs. Insightrix recruite...d over 1,000 members and set up a flexible platform for surveys and discussions. SGI used the platform to gather insights and test new ideas, like online vehicle registration. The platform made it easy for SGI to get feedback and improve customer engagement.
Fonteva helped Airmic move from manual member renewals to a self-service system. The legacy CRM could not handle Airmic’s growth or complex subscriptions. Fonteva, built on Salesforce, automated rene...wals and improved data insights. Members now renew themselves, saving staff time and reducing errors. User adoption increased and personalized experiences are easier with Fonteva’s dashboards. Airmic can now scale membership and focus on member value.
Insurance Implementation Playbook: Lead Generation Best Practices
Aetna
- Insurance
Distribution Engine helped Aetna automate case routing in Salesforce. Before, managers spent up to 8 hours a day assigning cases by hand. With Distribution Engine, cases now go to the right agent bas...ed on region, product, and other factors. Aetna saved over 8 hours per day and made their teams more productive. Managers now focus on higher-value work, and agents get cases faster. Built-in analytics give leaders better insight into team performance.
A Fortune 50 health insurance provider
- Insurance
Audience Designer by Semcasting helped a Fortune 50 health insurance provider reach health plan subscribers for preventative screening. The provider wanted to find the best digital channel to engage ...members. Semcasting matched 92% of 4.5 million members to online IDs. Display ads outperformed SMS and email, driving over 40% of visits to landing pages and 2.5 times more engagement than SMS. Display also improved visitation rates by up to 8.5% compared to SMS. The campaign was cost-effective and avoided over-saturation.
Primary insurance carriers and reinsurers
- Insurance
Whitespace helped primary insurance carriers and reinsurers improve underwriting efficiency and accuracy. The solution streamlined workflows and reduced manual processes. Carriers and reinsurers saw ...faster decision-making. Whitespace increased accuracy in risk assessment. The platform made underwriting more efficient for large insurance organizations.
Cogito helped a top 5 health insurer improve member engagement in care management programs. The insurer used Cogito to create more engaging and humanized experiences. This led to better employee retu...rn to work time. The case highlights the impact of real-time AI in disability insurance contact centers.
Genesys Cloud helped AIA New Zealand improve their contact center. They cut handle time by 20%. Customer satisfaction went up by 7%. The solution used AI-powered experience orchestration. AIA New Zea...land now delivers better service to their customers.
8x8 SMS Engage helped Asia Assistance improve customer feedback management. Asia Assistance needed a way to handle complex feedback needs across many business lines. They wanted a solution that worke...d for different languages, survey types, and countries. 8x8 SMS Engage let them run surveys for all business lines and partners. The tool made it easy to capture customer feedback and find ways to improve service. Asia Assistance could respond to customer needs faster and support all their teams better.
8x8 SMS Engage helped Asia Assistance improve customer feedback management. Asia Assistance needed a way to handle complex feedback needs across many business lines. They wanted a solution that worke...d for different languages, survey types, and countries. 8x8 SMS Engage let them run surveys for all business lines and partners. The tool made it easy to capture customer feedback and find ways to improve service. Asia Assistance could respond to customer needs faster and support all their teams better.
Avaya Infinity Platform helped Aflac improve customer and employee experiences. Aflac wanted to reduce stress for customers and staff, make processes easier, and support employees with better tools. ...They set up a team for first-time cancer claims, focused on customer ease, and used new technology like call journey automation and AI agent assist. In two years, Aflac saw an 11-point rise in Customer Ease and a 15% drop in average handling time. Agent specialist tenure grew by 10 points. Customer satisfaction and loyalty increased.
Awaken's Dynamic Agent Guidance Solution helped a global claims handler in the insurance industry. The company replaced its legacy system, letting non-technical teams update scripts for claims calls.... Agents now upskill 70% faster and call times dropped by 30%. Managers use Conversational Analytics to check compliance. The customer journey improved, making claims processing easier and more consistent.
Awaken's Dynamic Agent Guidance Solution helped a global claims handler in the insurance industry. The company replaced its legacy system, letting non-technical teams update scripts for claims calls.... Agents now upskill 70% faster and call times dropped by 30%. Managers use Conversational Analytics to check compliance. The customer journey improved, making claims processing easier and more consistent.
Perform[cb]'s Outcome Engine helped an auto insurance marketer scale lead generation. The marketer wanted to grow leads across devices without disrupting current strategies. The Outcome Engine used A...I to refine targeting and added new performance-based channels. In five months, leads grew from 200 per month to 105,000, a 52,400% increase. The marketer exceeded target metrics and saw strong month-over-month growth.
Fintel Connect helped PolicyMe grow with affiliate marketing. PolicyMe used affiliate partnerships to reach more people and build trust. They saw a 65% year-over-year increase in submitted applicatio...ns. The strategy helped PolicyMe get high-quality customers and better brand visibility. Affiliate marketing made PolicyMe's growth cost-effective and strong.
Poll Everywhere helped Aetna make team meetings more engaging. Jeremy Anderson used live activities like word clouds and quizzes to break the ice and keep attention. The team enjoyed sharing fun fact...s and guessing games during virtual happy hours. These activities sparked conversations and helped teammates connect. Jeremy plans to use more Poll Everywhere features for future work and social events.
Fonteva helped Airmic move from manual member renewals to a self-service system. The legacy CRM could not handle Airmic’s growth or complex subscriptions. Fonteva, built on Salesforce, automated rene...wals and improved data insights. Members now renew themselves, saving staff time and reducing errors. User adoption increased and personalized experiences are easier with Fonteva’s dashboards. Airmic can now scale membership and focus on member value.
RingCentral helped SCM Insurance Services unify its communications with RingEX and RingCentral Video. SCM replaced legacy phone systems and reduced costs by 50% by removing dormant numbers and contro...lling toll-free and long-distance charges. Field staff can now use local numbers and SMS, improving client service and visibility. The cloud solution lets SCM quickly support disaster regions with local presence. All SMS messages are now recorded, reducing risk and improving claims management.
Aegon used Taboola's native advertising to reach new customers in Hungary. The goal was to get new leads for compulsory car insurance and improve return on ad spend. Aegon built a landing page with t...ips and promoted it using Taboola campaigns. The campaign led to a 21% better ROAS compared to other channels. 88% of the leads were new to Aegon's database.
Core Commissions helped Associates Insurance Group automate their commission management. Before Core, they spent at least five days each month on manual calculations. Core automated the process, redu...cing time spent by nearly 80%. Employees can now view their pay statements, which cuts down on questions. CoreBot, the AI tool, gives step-by-step help for monthly tasks. The automation lets the company focus on growth instead of manual work.
Sponge Learning created a blended learning program for AXA called Inspiring Customer First. The goal was to improve customer service by using real conversations and gamified learning. The solution in...cluded video modules, micro elearning, and interactive games. After nine months, positive customer comments increased by 113% and formal complaints dropped by 24%. Top-rated calls by insurance advisors rose by 114%. Employee approval ratings for the program were over 80%.
Infopro Learning created a gamified learning program for a leading North American auto club. The club needed to train sales teams on new insurance products. Infopro Learning built interactive modules... and 19 gamified assessments. Employees scored 80% or more on all assessments. The program had a 90% engagement rate. Staff said the training was engaging and helpful.
Learn365 helped GrECo Group transform its learning culture. The company needed a digital learning platform for 1,000+ users across 19 countries. Learn365 integrated with Microsoft 365 and made traini...ng easy and secure. GrECo launched over 400 learning modules in multiple languages. The platform saved 2-3 hours per week in admin work and boosted course completion rates. Employees now have better access to training and onboarding.
Path LMS helped NetVU create a central learning platform for its members. NetVU used Path LMS to offer online courses, certifications, and virtual events. Integration with their AMS enabled single si...gn-on and real-time activity reporting. NetVU reduced staff time for registrations and post-event work by 3-4 days each month. Member engagement scores increased through tracked activity in Path LMS.
DigitalChalk helped Bricker Insurance Education modernize their training business. The company needed an easy way to create and launch courses without technical skills. DigitalChalk’s LMS made course... production simple and user-friendly. The platform saved time and money by streamlining course delivery. Daily reporting features improved regulatory compliance. Bricker Insurance Education became a leading provider of insurance education using DigitalChalk.
Go1 helped Vero build the Vero Learning Campus, a broker academy for professional development. Vero needed a partner to create a scalable, cost-effective online learning platform for brokers. Go1 wor...ked closely with Vero to curate CPD-accredited content and ensure the platform met industry needs. The partnership enabled quick implementation and ongoing improvements. The Vero Learning Campus contributed to Vero winning a Gold Award for Broker Training and Development.
Content Controller helped LOMA deliver Industry Advantage, a flexible micro-learning solution, to its members. LOMA needed to offer short, industry-specific courses directly in members' own LMS platf...orms. Content Controller allowed LOMA to manage content, automate subscriptions, and distribute courses in any standard. Members can now access updated courses easily and create their own learning paths. LOMA saved developer hours and quickly brought Industry Advantage to market.
Tovuti LMS helped Hexure expand its client training and improve internal SOP training. Hexure switched to Tovuti after its old LMS could not support both internal and external training or scale conte...nt. With Tovuti, Hexure quadrupled its client training program and improved job consistency. The company scaled to over 100 courses and saved time with workflow automation. Hexure quickly migrated training and launched new programs within weeks.
Learning Pool Platform helped Domestic & General move from face-to-face to digital learning. The company needed to support over 32,000 employees in 800+ locations. They created the Knowledge Hub to d...eliver scalable, personalized training. In 18 months, they saw 16,000 course enrolments across 23 programs and registered 2,700 new learners. Compliance modules reached a 100% take-up rate and a 98% average pass rate.
Learning Pool Platform helped Domestic & General move from face-to-face to digital learning. The company needed to support over 32,000 employees in 800+ locations. They created the Knowledge Hub to d...eliver scalable, personalized training. In 18 months, they saw 16,000 course enrolments across 23 programs and registered 2,700 new learners. Compliance modules reached a 100% take-up rate and a 98% average pass rate.
NowCerts used IONOS Cloud to migrate its insurance agency system. The company needed a reliable and scalable cloud platform. IONOS Cloud provided the needed infrastructure. NowCerts successfully move...d its system to the cloud. The migration improved system reliability and performance. The solution helped NowCerts better serve its insurance clients.
claims management service for a large storage chain
- Insurance
Encyro helps a claims management service for a large storage chain process insurance claims securely. Robert, a claims associate, used to rely on email for customers to send proof of loss and paperwo...rk, but email was not secure. With Encyro, he shares an upload page for customers to send documents safely. This keeps customer data secure and prevents issues with missing email attachments. The process is now faster and less frustrating for both Robert and his customers.
ONLYOFFICE helped IGV Austria, a leading insurance broker group, share documents and manage members easily. Before, they sent documents to 500 email addresses. Now, they upload files in one minute wi...th four clicks. Members access documents from any device. The IGV-Wiki feature lets new members find guides and bylaws. This reduced office calls, saving time and money for the community.
nChannel helped AAA Washington connect their Lightspeed POS and Microsoft Dynamics GP systems. AAA Washington wanted to modernize their retail stores and improve customer experience. Their old POS sy...stem was slow and inflexible. nChannel provided pre-built connectors and integration expertise. This eliminated manual data processing and reduced delays of 24 hours or more. AAA Washington now has real-time inventory updates and faster financial reporting.
Insurance Implementation Playbook: Help Desk Best Practices
Cigna
- Insurance
Cadalys provided its AI-powered SaaS solution to Cigna. The case study highlights business outcomes achieved with Cadalys. Cigna used the platform to improve business processes.
SysAid helped Latinoamericana Seguros modernize IT support. The company cut ticket resolution times from 5-6 hours to 2 hours or less. All IT requests now go through SysAid, ending email chaos and lo...st tickets. The IT team handles 20 tickets a day with full accuracy. SysAid gives complete visibility into IT operations and tracks SLA compliance. Latinoamericana Seguros plans to use SysAid Copilot AI to automate repetitive requests.
Carole Nash is a motorcycle insurance broker. They used Eptica’s multilingual Customer Engagement Suite. The solution helped transform their customer service. The case study is presented as a video. ...No specific results or numbers are mentioned in the content.
Next4biz helped Allianz Turkey improve customer service by letting business units manage notification systems without IT support. Allianz Turkey integrated next4biz with their CRM, making it easier t...o handle customer details and issues. The flexible platform allowed quick changes to workflows and categories by admins, not IT. This reduced complaint resolution times and user workload. Allianz Turkey saw faster implementation and less reliance on IT compared to their old system.
ReplyOne helps Neodigital automate customer service. Neodigital uses ReplyOne's AI to process many customer requests without manual work. The software recognizes over 10,000 words per second in more ...than 70 languages. Messages go straight into Neodigital's system, so staff do not need to sort or forward them. This automation shortens wait times and boosts productivity for Neodigital and its customers.
GoTo Connect helped 1 Truck Insurance Services improve customer communications. The agency serves long-haul truckers across many states and needed fast, multi-channel communication. GoTo Connect let ...them talk to customers and clients every day by text message. The solution included SMS, campaigns, outside calling, and transferring, plus collaboration tools. This made it easier for their distributed team to connect quickly and serve clients better.
AppDynamics helped Delta Dental save developer time. The company freed up 50% of its developers' time. This improved productivity. Delta Dental used AppDynamics to manage applications. The solution m...ade work easier for the team.
Comarch Insurance Agent Essentials helped AXA Assurances Luxembourg modernize its front-office operations. AXA needed a tool for pre-sales, sales, and client service for life and pension insurance. T...he solution improved user experience, supported compliance with new regulations, and enabled an omnichannel strategy. AXA found the platform easy to use, responsive, and comprehensive. The project finished on time, within scope, and on budget.
Iron Mountain Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe meet strict regulatory requirements. The company needed to secure its portfolio and improve cu...stomer satisfaction. iBPM managed complex workflows and sent updated addendums to millions of customers. The company achieved a 70% signature rate, which is twice the industry average. This set a new record for the organization.
AODocs Content Services Platform helped Pinnacol Assurance modernize its claim management. Pinnacol had many disconnected systems, making it hard to find records and control content. They needed a cl...oud-based solution that worked with Google Workspace and Salesforce. AODocs provided a secure, scalable platform for all claim documents and workflows. The platform reduced storage and support costs, improved version control, and made it easier to manage content lifecycles.
Document Logistix helped Covéa Insurance manage high volumes of paper mail. Covéa faced slow mail handling that delayed responses. The Document Logistix solution automated mail sorting and delivery. ...This improved communication speed and efficiency. Covéa now handles correspondence faster and meets service standards.
docuvita document management system helped MP Rennsteig automate document processes. The company faced slow, paper-based workflows and needed faster document handling. With docuvita, they now recogni...ze and assign documents automatically. Integration with their insurance software improved data use. Document processing time dropped from 24 hours to minutes. Productivity and customer satisfaction increased.
Sefas helped Highmark transform their customer communication process. Highmark used Sefas to build an automated document factory. This improved integrity, efficiency, and reporting. Highmark reduced ...time to market and saved over $1.4 million per year in postage. The solution let them manage higher volumes and become a center of excellence.
IST Management used its proprietary DocStor Digital Mail (DSDM) solution to help New York Life manage mail delivery during major office changes and the pandemic. New York Life faced problems with tra...cking user locations and delivering mail to remote and hybrid workers. IST first used ShareScan to convert hard mail to digital, then replaced it with DSDM for individual delivery and better tracking. IST worked closely with New York Life's IT team to integrate DSDM securely. The partnership improved workflow efficiency and mail delivery across the company.
Property and casualty insurance company
- Insurance
OnBase by Hyland helped a property and casualty insurance company solve problems with legacy systems and disconnected information. The insurer used OnBase to centralize documents and streamline claim...s and underwriting. Now, nearly 200 offices and over 1,500 staff can access information quickly. New policy submissions dropped from two days to just 20 minutes. OnBase integrates with Guidewire ClaimCenter, making processes faster and more accurate.
Jasper helped Goosehead Insurance improve its marketing strategy. Goosehead Insurance used Jasper to automate and speed up marketing processes. The company created better content and improved brand c...onsistency. Jasper's tools made it easier for the team to plan and work together. Goosehead Insurance saw better marketing performance after using Jasper.
KNIME Analytics Platform helped Anadolu Sigorta build an in-house fraud detection system. The company replaced a costly third-party tool with KNIME, creating The SOBE Platform for real-time claim ana...lysis. This led to a 51% increase in fraud detection rate and a 54% rise in financial gain, saving 146 million Turkish Liras. False positives dropped by 31%, and organized fraud detection time fell from months to hours. Over 200 staff learned data science skills using KNIME's no-code features.
CNA is a commercial property and casualty insurance company based in Chicago. They faced the challenge of integrating data from various sources into a single platform. CNA chose Informatica to modern...ize their data and applications. Informatica provided connectors to link legacy systems and ensured data encryption during cloud migration. As a result, CNA can now provide trusted, curated data to customers quickly, helping them adapt to market changes.
One of the biggest Insurance companies in East Asian countries
- Insurance
A large insurance company in East Asia wanted to improve how they managed claims and detected fraud. Their old systems made it hard to use their data and find insights. Techknomatic built dashboards ...using Tableau and Power BI to help them track claims, spot patterns, and see key numbers in one place. The new system made it easier to watch for fraud, follow rules, and keep up with daily work. Stakeholders now get timely updates with important claim information.
Holistics helped Qoala centralize their business data for better productivity. Qoala struggled with scattered data across many sources and formats. Holistics' self-service BI platform let them bring ...all their analytics into one place. This made it easier for teams to answer partner questions fast. The tool improved data access and reporting for Qoala's business intelligence team.
CleverMaps helped Generali Česká pojišťovna cut its branch network by 35%. The company used location intelligence to analyze and optimize branch locations after a merger. They reduced branches from 8...00 to 520 while keeping client access and profitability. CleverMaps enabled data-driven decisions, saving costs and improving efficiency. The solution also supports marketing and resource allocation projects.
Juice Analytics helped Preverity shift from risk-pricing to risk-mitigation in healthcare risk management. Preverity needed to give hospitals actionable insights to lower risk. Juice Analytics built ...a CMO dashboard and Patient Safety Report, using data from 80 billion healthcare transactions. Over 3,000 doctors now use these insights to compare their rates to national averages. Preverity reduced hospital onboarding time from months to weeks. The solution is scaling, with future enhancements planned.
Stonefield Query for GoldMine helped DI Broker solve complex reporting needs. DI Broker needed easy data mining and report writing for different departments. GoldMine's standard reports were too hard... to use. Stonefield Query made it simple for all staff to create and share reports. DI Broker now uses Stonefield Query for all reporting. Staff find it easy to learn and use every day.
Sisense Fusion Platform helped Hastings Mutual Insurance modernize analytics and data access. The company replaced slow, static reports with self-service dashboards, improving reporting times by 98%.... Over 25% of employees now use 180 active dashboards. Sisense embedded analytics in the agency portal, giving 760+ external users daily business insights. Geospatial and demographic data visualizations led to $150,000 in annual cost avoidance and better business decisions.
NJM improved its software delivery processes with Digital.ai. They accelerated and standardized these processes. This helped them show compliance. The initiative reduced operational overhead. It also... streamlined deployment processes, allowing NJM to scale.
Phrazor helped ICICI Lombard automate agent performance reporting. The company faced challenges with manual reporting, limited insights, and high agent attrition. Phrazor enabled the creation and dis...tribution of over 11,000 personalized reports each month. Agents received clear sales insights and peer comparisons. Report generation time dropped to just 2 days. This improved agent engagement, motivation, and ROI.
Compass helped Mahindra Finance automate sales compensation management. The company faced issues with fragmented data, complex integration, and multiple incentive schemes for over 20,000 sales reps. ...Compass streamlined commission calculations and reduced errors by 98%. Processing time dropped by 99%. This improved financial service delivery and customer satisfaction.
Aardy wanted to increase their online quote sales and annual revenue. They worked with Fresh Egg and Webtrends Optimize to run AB tests on their website. The main focus was on the quote results page,... where many users dropped off. By highlighting Aardy’s price guarantee, they saw a 12% increase in quote to sale. This led to a $2.5 million increase in annual revenue. The results were above the original targets and the program will continue.
Glassbox helped An Post Insurance improve their online quoting process. The challenge was to increase the number of completed quotes and reduce calls to the call center. By using call listening and s...ession replay, they found where customers got confused. They made changes to wording and added help text. This led to a better customer experience, fewer calls to the call center, and a 6% increase in conversion rate.
Bird Flow Builder helped ComparaOnline automate lead qualification and re-engagement for car and travel insurance. The company used WhatsApp to send automated reminders and messages. This reduced man...ual work for sales reps and improved the buying experience. ComparaOnline saw an 18% increase in conversion rates. Over 1 million users now use the platform each month.
Powtoon helped Farm Bureau Mutual Insurance Company turn old training manuals into engaging videos. The team used Powtoon to make over 100 eLearning courses and train more than 600 employees. They re...placed long documents and PowerPoints with fun, easy-to-watch videos. The new video content made training faster and more enjoyable. Employees can now learn at their own pace using the company’s LMS.
Social CRM Success Stories: How Insurance Companies Drive Results
Ash Brokerage
- Insurance
Crystal helps Ash Brokerage build better client relationships using personality data. The sales team uses Crystal to understand client behavior and tailor communication. This leads to faster trust an...d shorter sales cycles. Reps gain confidence and connect more deeply with clients. Crystal's Outlook integration gives actionable tips for impactful messaging. Ash Brokerage sees improved emotional intelligence and stronger client bonds.
Performance CTV by Digital Remedy helped an auto insurance company boost web and app account creation before its IPO. The campaign used real-time attribution to track conversions and high-value accou...nts. The company achieved a 6% higher IPO valuation, sold 2 million more shares, and raised over $700 million. Share price exceeded targets by up to $5 per share. Results included 11% awareness lift, 8% favorability lift, 14% consideration lift, 7% intent lift, and 300% bind ROAS.
BuildFire helped benePerks create a mobile app for employee benefits administration. benePerks needed a way to stand out from larger insurance agencies and serve small businesses. The app lets employ...ees access benefits, file claims, and find information anytime. This reduced calls to the benePerks team and made their resources more efficient. benePerks plans to add live chat and push notifications to improve the app further.
Piwik PRO helped HDI Global SE improve audience targeting and campaign effectiveness. The company used Piwik PRO's Customer Data Platform and Consent Manager to segment users and build detailed custo...mer profiles. They tracked user behavior and interests to identify the best-performing channels. This data-driven approach allowed HDI Global SE to optimize marketing spend and increase conversions from forms and tariff calculators.
Tanzu helps an insurance company meet client and market needs. The company uses Tanzu to improve its services. The solution helps the company respond faster to market changes. The company can now bet...ter serve its clients. No specific numbers or metrics are mentioned.
SAS Customer Analytics helped Caser Seguros, a large insurance company, win in a tough price war. The company used SAS to analyze market trends and competitor pricing. This let them react quickly and... keep more customers. The predictive tools helped them prepare for churn and launch retention programs fast. Caser Seguros needed a flexible solution for many sales channels, and SAS delivered.
A Fortune 500 insurance and financial services company
- Insurance
Cresta Agent Assist, Cresta Coach, and Cresta Insights helped a Fortune 500 insurance company improve agent onboarding and training. The company faced challenges with slow ramp-up and limited coachin...g for new and seasonal agents. Cresta's real-time AI tools gave agents live alerts and supervisors actionable insights. In nine months, the company saw a 7% increase in revenue via direct mail and reduced ramp time for new hires. The company plans to expand Cresta's use, expecting over $5M in benefits.
A leading provider of auto, home, and other insurance products
- Insurance
AmplifAI helped a top US insurance company improve contact center performance. The company faced data overload and limited coaching visibility. AmplifAI automated data collection and gave real-time i...nsights. The platform streamlined coaching and tracked leader effectiveness. Results included a 5% reduction in average handle time, a 7% increase in sales conversion, and a 43% rise in coaching activity.
Dynatrace helped Provinzial, Germany’s second largest public insurer, simplify its IT operations. Provinzial replaced 10 monitoring tools with one unified observability platform. The company improved... collaboration by giving all IT teams shared access to service insights. Dynatrace’s AI and automation features let Provinzial find and fix problems faster. Provinzial reduced mean time to resolution and cut operational costs by moving to SaaS. The insurer now delivers stable digital services to 5 million customers.
Observe.AI helped Assurance IQ improve customer experience and increase transparency. Assurance IQ used Observe.AI to analyze over 15 million calls and review more than 50,000 calls. The platform gav...e 100% visibility into customer conversations. Assurance IQ used Moments in Observe.AI to track agent performance and ensure compliance. The solution made it easier to coach agents and deliver a better sales process.
Varicent Incentives helped Wawanesa Insurance replace their legacy system for broker compensation. The company needed a more efficient and compliant way to manage broker compensation plans. With Vari...cent Incentives, Wawanesa reduced manual administrative processes by 45-60 days through automation. The solution improved reporting, compliance, and broker payment timeliness. Wawanesa and their brokers now have better visibility into performance with easy-to-understand dashboards.
iovox helped Abeille Assurances improve their digital platforms. The company used Dynamic Number call tracking and WebCallBack to get better data on customer journeys and marketing attribution. With ...iovox, Abeille Assurances reduced costs by 20%. They also increased quality leads by 20%. The results led them to expand the project to more funnels.
Form.io helped E-Risk Services, LLC build a CRM in just 2 months. E-Risk Services is a specialty lines underwriting subsidiary of Nationwide Insurance Company. The challenge was to create a CRM much ...faster than usual. Using Form.io, they finished the project in 2 months instead of the expected 2 years. This shows how Form.io speeds up business process workflow application development.
Ringostat Smart Phone helped Ensuria, a digital insurance provider, improve customer communication. Ensuria needed telephony that worked with their NetHunt CRM. They switched to Ringostat for its int...egration and call management features. Three employees use Ringostat to handle calls for different client groups. The solution lets them make calls from anywhere and see customer info before answering. Ensuria can now process requests faster and attract new customers.
SalesIntel helped New Leaf Service Contracts, Inc. double their weekly qualified leads. The sales team used SalesIntel to find and connect with high-intent buyers faster. They saw a 25% increase in c...onnect-to-meeting conversion rate. SalesIntel made prospecting easier by providing verified contact data and streamlining workflows. The team saved time and improved productivity by reducing manual prospecting.
Quantrix Modeler helps Validus Holdings Group with financial planning. The company uses Quantrix to build P&Ls and balance sheets by company and division. They also use it for scenario testing and ca...pital modeling. Validus manages large models with over 1.2 billion cells. Quantrix gives senior management better insights than Excel.
TIBCO helped Sara Assicurazioni move to a multi-cloud platform. The company faced slow claims, high costs, and outdated systems. With TIBCO, Sara migrated 85% of its data and apps to the cloud in one... year. Claims processing became 50% faster. Costs dropped by 60%. Customers now use a mobile app for self-service and get real-time updates. Sara can launch new apps faster and scale instantly.
Understanding Sales Engagement Impact in Insurance: Real Customer Outcomes
full-service insurance brokerage firm
- Insurance
Revenue Grid helped a full-service insurance brokerage firm expand its business. The firm used Revenue Grid to improve sales processes and manage customer relationships. The solution provided tools f...or sales activity capture, calendar sync, and Salesforce integration. As a result, the brokerage firm was able to grow its business. The case highlights the benefits of using Revenue Grid for insurance companies.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
PFL and Salesforce Marketing Cloud helped Blue Cross Blue Shield of Michigan automate direct mail in their member journeys. The company needed to meet strict compliance timelines and reach members wh...o prefer physical mail. PFL integrated direct mail with Marketing Cloud, personalizing and sending communications within 48 hours. BCBSM reduced time spent on compliance mail by 70% and cut print costs by 56%. The error rate dropped below 1%. The solution improved efficiency, compliance, and member engagement.
Salesforce CRM helped Generali Polska improve partner sales management. Before, managers used Excel and had slow access to sales data. With Salesforce, all sales data is in one place and updates ever...y 30 minutes. Managers can plan visits, track sales, and access reports from any device. Efficiency for sales managers increased by 30%. The system also made remote work easier during COVID-19.
Pharos Insights helped a Fortune 500 title insurance company audit and optimize their print environment. The company had thousands of printers and no way to track usage or costs. After deploying Phar...os Insights, they gained a centralized view and discovered they were overpaying on their printer support contract. This led to immediate savings of over $500,000. The IT team now uses Pharos Insights to monitor, manage, and forecast print expenses across all locations.
Poplar helped Lemonade personalize direct mail for their pet insurance product. Lemonade used programmatic postcards with each recipient's pet name and a matching shelter pet photo. This campaign pro...moted their Giveback program, letting customers donate to pet charities. Lemonade saw a 46% increase in policy conversions. The campaign delivered a 12x incremental ROI compared to the control creative.
Flytxt AI helped a premier insurance company improve its cross-sell rate. The company used AI-recommended offers to generate twice as many inquiries. Cross-sell conversions increased by 12%. 18% of t...he conversions came from segments that were previously overlooked. The solution focused on best-fit plan recommendations and omni-channel promotion.
CareJourney Provider Intelligence helped a tech-forward health plan improve its member provider directory. The plan wanted to help Medicare Advantage members find top providers and lower care costs. ...CareJourney gave the plan cost and quality scores for providers. The plan used these scores to rank providers and build better networks. Over 100,000 members had a better search experience and gave positive feedback.
BrightEdge helped Manulife Singapore improve their SEO. The team used BrightEdge to track keywords, fix site errors, and optimize content. They reduced 90% of site errors after a site migration. Orga...nic traffic increased by 38% year over year. 60% of priority keywords moved to page one. The team saved 75% of their time on data compilation using BrightEdge.
An agency client in the insurance niche
- Insurance
PosiRank helped an agency client in the insurance industry boost their Google search rankings. The client used a $1,000+ monthly budget for consistent link building and on-page SEO. Within two months..., their Domain Authority rose by 1 point and Page Authority by 2 points. After three months, their SERP position improved from the 4th to the 3rd page. The client saw more inbound leads and higher authority scores, showing strong results in a competitive market.
ALPS helped a leading insurance company improve its search rankings. The company faced reduced media spend, limited analytics, and a need for fast digital growth. iQuanti used paid and organic acquis...ition, website optimization, and analytics. The company achieved 147% more keywords in the #1 ranking for target markets. The client saw transformational growth and a better digital blueprint.
Displayce powered a DOOH campaign for Europ Assistance to boost brand awareness. The campaign targeted women aged 25+ in France’s 10 largest cities. Real-time data and geographic targeting ensured ad...s reached the right audience. The campaign led to an 18-point increase in brand image and a 16-point rise in brand consideration. Europ Assistance used Displayce’s DSP and worked with Fabernovel and JCDecaux for this success.
Front helped Branch improve customer service by centralizing email, chat, and SMS communications. Branch switched from Zendesk to Front to make workflows easier and faster. After using Front, Branch'...s member support team saw a 40% boost in productivity. Their CSAT score rose from 85% to 90%. Customer response times dropped from 5.5 hours to 1.4 hours. Branch achieved a 482% ROI with Front.
Aioi Nissay Dowa Management New Zealand
- Insurance
InsuranceSuite on Guidewire Cloud helped Aioi Nissay Dowa Management New Zealand move from a legacy system to a modern platform. The company automated a 13-step manual business intake process. They t...ripled their business in six years. Product offerings grew from 1 to 8 brands, with over 50 products. The solution improved security, flexibility, and business process efficiency. The project finished ahead of schedule and on budget.
Auro CRM helped a leading product warranty provider in the US. They integrated WordPress and CRM systems. This synchronized customers, leads, orders, and notes in real-time. They improved the user ro...les module. They built a more engaging product experience.
PipeRun CRM helped Granto Seguros organize sales and centralize customer data. Before PipeRun, Granto used spreadsheets and had trouble managing leads. After switching, they saw a 67% reduction in le...ad time. Their NPS score rose from 89 to 97. Sales doubled every two years, with over 34% annual growth. The team praised PipeRun's human support and easy process management.
Bene Assicurazioni is a digital insurance company. As the company grew, it needed a better way to manage its people and HR processes. They chose EcosAgile, a flexible cloud platform, after comparing ...many HCM systems. The solution helped them manage HR tasks, recruiting, and smart working through mobile apps. The project included features like CV parsing, time tracking, and expense management.
Grant Lifecycle Manager helped Blue Cross Blue Shield of Alabama with grant management. Tim King, manager of community relations, values the price and ease of use. He also appreciates the client serv...ice from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
Jarvis CRM helped Stuckey & Company automate key insurance processes. The company replaced a manual FileMaker system with Jarvis, making tasks like quoting, invoicing, and agent management easier. In...tegration with The Hartford now saves over 200 employee hours each month. Commission tracking is faster and more accurate. Employees use a simple interface, and agents can access information online. Automated emails and performance tracking keep everyone on task.
ONLYOFFICE helped IGV Austria, a leading insurance broker group, share documents and manage members easily. Before, they sent documents to 500 email addresses. Now, they upload files in one minute wi...th four clicks. Members access documents from any device. The IGV-Wiki feature lets new members find guides and bylaws. This reduced office calls, saving time and money for the community.
Apptivo CRM helped Esser Hayes, a large insurance agency, centralize client data from multiple sources. The company faced challenges with scattered information and lacked a unified view of customers.... Apptivo integrated contacts, leads, and sales planning into one workflow. The CRM connected with Outlook and Gmail, improving calendar and email management. Esser Hayes now visualizes sales performance in real time and has streamlined processes, boosting user satisfaction and efficiency.
Livespace CRM helped Q Broker adapt to remote sales during the pandemic. Q Broker used Livespace to map their sales process, integrate with VoIP, and get analytics. This let them quickly change how t...hey worked when face-to-face meetings stopped. Q Broker doubled its client base and kept growing, even during a market slowdown. The CRM was key to their business from the start.
Mekari Officeless helped PT Asuransi Takaful Keluarga improve procurement management. The company faced complex operations as it grew. Mekari Officeless provided a digital Procurement Management Syst...em. This solution made procurement more efficient. The finance team now manages procurement with less difficulty.
Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.
Datalyse CRM helped Drive&Win, a digital insurance company, manage its growing sales and operations team. Drive&Win needed to optimize sales cycles and reduce high telecom costs. Datalyse unified com...munications, automated workflows, and provided detailed sales reports. In just 3 weeks, Drive&Win increased lead conversion and lowered monthly telecom expenses. The team now manages sales more efficiently with all operations in one platform.
Quickbase helped Taylor Insurance Services replace an overloaded Microsoft Access database. The new CRM app made all policy and account data easy to access. Field staff could use the system from anyw...here. Advanced reporting gave new business insights. Taylor Insurance Services gained $120,000 in new revenue in one quarter. Mobile features cut field staff calls by 21%.
Flipsnack helped PINEYWOODS Benefits cut employee benefit guide costs by 80%. The agency needed a digital solution during the COVID-19 pandemic to engage clients remotely. They chose Flipsnack for it...s easy-to-edit templates and customization features. The team quickly created personalized benefit guides, saving time and money. Clients adopted the digital guides fully, and the agency improved client relationships and business growth.
Personalized Video helped AXA connect with customers around the world. AXA wanted to boost online upgrades. The campaign used personalized video messages. AXA saw an 8x increase in conversion rates. ...The case study covers view rate, click-through rate, and conversions. The results show strong engagement and success.
Docomotion helped an insurance company fix slow, manual document creation. Before, staff made documents outside the CRM, using many templates and making frequent errors. Docomotion integrated with th...eir CRM, using smart templates and automatic data from the system. Now, staff create payment request PDFs with one button. Processing time dropped from 10 minutes to under one minute. Errors went down, and documents look professional and consistent.
ONLYOFFICE helped IGV Austria, a leading insurance broker group, share documents and manage members easily. Before, they sent documents to 500 email addresses. Now, they upload files in one minute wi...th four clicks. Members access documents from any device. The IGV-Wiki feature lets new members find guides and bylaws. This reduced office calls, saving time and money for the community.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Archbee helped IBA move from a traditional CMS to a modern documentation platform. IBA now integrates written docs with API documentation and uses AI-assisted features. This change improved integrati...on between their platform and end-user documentation. IBA is also starting to build tenant-based knowledge portals for individual customers.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Tungsten TotalAgility helped Heffernan Insurance Brokers process 3x more documents daily. The company saw a 25% reduction in turnaround times for customers. They achieved this growth with zero increa...se in employee headcount. Employees now spend only 25% of their time on document processing, down from 75%. Business grew nearly 30% year over year while keeping operations efficient.
Enthu.AI helped Aardy, a travel insurance marketplace, improve call center quality assurance. Aardy used Enthu.AI to automatically QA 100% of calls and ensure agent compliance. The platform enabled a...uto-deletion and redaction of sensitive data for security. As a result, Aardy saw a 5% increase in conversion rates and a 0.8 point rise in CSAT. Enthu.AI gave Aardy better insights and stronger data controls.
Abstrakt helped Johnson & Johnson lower their average call handle time by 38%. Johnson & Johnson used Abstrakt to train and onboard new hires in their Customer Care team. The software gave agents rec...ommended responses and playbooks, making training faster and easier. Managers used Abstrakt to coach agents and keep calls compliant. Johnson & Johnson saw faster ramp time for new agents and better customer service with Abstrakt.
Awaken's Dynamic Agent Guidance Solution helped a global claims handler in the insurance industry. The company replaced its legacy system, letting non-technical teams update scripts for claims calls.... Agents now upskill 70% faster and call times dropped by 30%. Managers use Conversational Analytics to check compliance. The customer journey improved, making claims processing easier and more consistent.
Your Choice Cover had trouble with slow and costly manual call monitoring. They could only check one call per agent each week, and feedback took up to four weeks. This caused delays and customer frus...tration. They used Voyc to monitor and score 100% of calls quickly and get alerts on issues. Now, they check 600 calls a week in 24-48 hours instead of 4 weeks. They also lowered costs and improved call quality.
iPresso helped an insurance service provider in Europe send automatic reminders for expiring insurance. The company segmented customers with soon-to-expire contracts and sent personalized emails and ...SMS reminders. Those who renewed received thank-you emails and recommendations for extra packages. The provider saw a 41% increase in renewal requests. Customer engagement rose by 30%. The attrition rate dropped by 22%.
Zapier helped Arden Insurance automate key workflows. The company wanted to save time on manual tasks like sending past-due notices. With Zapier, Arden automated these processes. They expect to recla...im over 34,000 work hours this year. Automation saves them more than $500,000 each year. Zapier also helps Arden collect over $150 million in payments annually.
Lob helped Branch automate its direct mail operations. Branch faced slow, manual mail processes and compliance challenges as it grew. Lob's platform integrated with Iterable and Customer.io, letting ...Branch send 5,000 postcards in five minutes. QR codes in mailings made it easy for customers to act. Branch saw a 25% increase in customer retention. Lob's automation improved compliance, scalability, and supported Branch's sustainability goals.
Blitz Sales Software helped Allstate improve their sales process. The case study does not provide specific details about the challenges or results. There are no numbers or metrics mentioned. The cont...ent focuses on Allstate's use of Blitz Sales Software in the insurance industry.
Document Logistix helped Covéa Insurance manage high volumes of paper mail. Covéa faced slow mail handling that delayed responses. The Document Logistix solution automated mail sorting and delivery. ...This improved communication speed and efficiency. Covéa now handles correspondence faster and meets service standards.
Pattern used Ortto to improve their sales and marketing automation. They switched from Marketing Cloud after losing business due to technical issues and hard-to-use tools. With Ortto, Pattern integra...ted Salesforce and set up automated, personalized communications. They achieved email open rates as high as 64.7%, three times higher than the industry average. Pattern also praised Ortto's customer support and easy-to-use features.
Appier's AIQUA User Engagement Platform helped MSIG Mingtai Insurance improve digital marketing and customer engagement. The company used Appier's AI to analyze campaigns and service processes, targe...ting high-value customers and refining communications. This led to a 24% boost in average transaction value. MSIG Mingtai also saw better conversion rates and more high-value users. The solution supported their digital transformation and precision marketing goals.
Flytxt AI helped a premier insurance company improve its cross-sell rate. The company used AI-recommended offers to generate twice as many inquiries. Cross-sell conversions increased by 12%. 18% of t...he conversions came from segments that were previously overlooked. The solution focused on best-fit plan recommendations and omni-channel promotion.
Datatonic used Google Cloud to help Hedvig, a Swedish insurance company, improve profit by 15-20%. They built a Member Lifetime Value (MLV) model to predict customer value over time. This helped Hedv...ig reduce customer churn and optimize marketing costs. The solution improved targeted marketing and decision-making. Hedvig can now reward loyal members and offer fair prices.
Quest hybrid Active Directory recovery solutions helped P&V Group cut recovery time from days or weeks to just hours. The insurance company needed fast AD and Azure AD recovery to keep business runni...ng after disasters like ransomware. With Quest, P&V Group can restore operations quickly and avoid long outages. The solution also supports safe upgrades and demos. Full deployment and training took less than a week.
SAS Customer Analytics helped Caser Seguros, a large insurance company, win in a tough price war. The company used SAS to analyze market trends and competitor pricing. This let them react quickly and... keep more customers. The predictive tools helped them prepare for churn and launch retention programs fast. Caser Seguros needed a flexible solution for many sales channels, and SAS delivered.
SAS Customer Analytics helped Caser Seguros, a large insurance company, win in a tough price war. The company used SAS to analyze market trends and competitor pricing. This let them react quickly and... keep more customers. The predictive tools helped them prepare for churn and launch retention programs fast. Caser Seguros needed a flexible solution for many sales channels, and SAS delivered.
SAS Customer Analytics helped Caser Seguros, a large insurance company, win in a tough price war. The company used SAS to analyze market trends and competitor pricing. This let them react quickly and... keep more customers. The predictive tools helped them prepare for churn and launch retention programs fast. Caser Seguros needed a flexible solution for many sales channels, and SAS delivered.
Tealium's Customer Data Platform helped Mutual of Omaha use first-party data for real-time personalization. The company unified policy data from many sources to build complete customer profiles. Teal...ium's CDP made this data available instantly on the website, enabling targeted cross-selling. The solution addressed strict security needs and kept event volume costs low. Mutual of Omaha now delivers relevant product offers to customers at the right time.
CloverDX helped Zywave automate data migration and onboarding for insurance agencies. Zywave used to spend up to 5 days on customer data conversions. With CloverDX, they cut this time by up to a thir...d. Engineers now use push-button workflows instead of manual steps. This freed up engineer time and removed onboarding bottlenecks. Zywave also reduced conversion time for new customers by 20%.
Denodo Platform helped ABN AMRO Verzekeringen modernize its data architecture. The company needed to deliver reliable and up-to-date data to many teams and regulators. Legacy systems made it hard to ...combine data and create timely reports. With Denodo Platform and Microsoft Azure, ABN AMRO Verzekeringen improved data access for data scientists, analysts, and consumers. Now, business units get more frequent updates and can track campaign and service metrics better.
Relay42 helped a leading insurance company improve customer centricity. The insurer wanted to offer more relevant communication and better service to over 3.4 million customers. They connected their ...CRM, email, website, and call center to the Relay42 Customer Data Platform. This allowed real-time personalized content and better support. As a result, they saw a 237% increase in email click-through rate, a 37% increase in email open rate, and completed onboarding in 3 months.
Front helped Branch improve customer service by centralizing email, chat, and SMS communications. Branch switched from Zendesk to Front to make workflows easier and faster. After using Front, Branch'...s member support team saw a 40% boost in productivity. Their CSAT score rose from 85% to 90%. Customer response times dropped from 5.5 hours to 1.4 hours. Branch achieved a 482% ROI with Front.
Vortini helped Aon improve sales and marketing performance. Aon used Vortini to turn Salesforce data into global, actionable insights. The platform gave Aon a full view of clients and sales, helping ...spot trends and measure results. Vortini's analytics made Aon's sales process more efficient and focused. The solution also measured ROI from sponsorship campaigns and improved deal negotiations. This led to better growth and profitability for Aon.
Engageware's AI-powered virtual assistant helped Mercantil Seguros improve customer service. The company used the assistant to automate digital transactions. As a result, Mercantil Seguros achieved a... 97% resolution rate for customer requests. The solution made customer support faster and more efficient. This shows how AI can transform service in the insurance industry.
Glia Digital Customer Service helped Celina Insurance Group replace their old chat system. Agents now use chat, OnScreen Voice, video, screen sharing, and cobrowsing to connect with Celina teams. The... new system lets agents reach underwriting, tech support, accounting, and management easily. Agent satisfaction reached 4.93 out of 5 for all Glia interactions. Support experience scored 10 out of 10. Celina saw fast implementation and improved agent loyalty.
Univé used a chatbot to manage more customer questions. The chatbot helps customers even when the office is closed. This makes it easier for customers to get help anytime.
Loylogic built a points-based loyalty program for Allianz, a leading insurer in Switzerland. Allianz wanted to boost positive customer interactions and brand awareness. The program let customers earn... points through daily activities and buying more insurance products. Customers could redeem points for rewards, and insurance agents were also incentivized to drive sales. This solution increased engagement with the Allianz brand and encouraged more product purchases.
Source Insurance needed a better payment system. They chose Trust Payments. The new system was easy to set up. It saved time and resources. It helped with policy renewals and customer retention. They... recommend Trust Payments for payment solutions.
Voucherify helped Lifepal launch personalized coupon campaigns. Lifepal needed a fast, secure promotion engine to attract new customers in a price-sensitive market. They integrated Voucherify in just... two weeks with one developer. Lifepal saw 40% month-over-month growth and doubled sales. Over 7,000 closed deals are attributed to Voucherify.
Comarch Insurance Agent Essentials helped AXA Assurances Luxembourg modernize its front-office operations. AXA needed a tool for pre-sales, sales, and client service for life and pension insurance. T...he solution improved user experience, supported compliance with new regulations, and enabled an omnichannel strategy. AXA found the platform easy to use, responsive, and comprehensive. The project finished on time, within scope, and on budget.
Tada helped Great Eastern Indonesia move from physical vouchers to a digital rewards program for their B2B seller partners. The new system made rewarding faster and easier. Great Eastern Indonesia de...livered over 9,000 rewards and redemptions using Tada. This change improved revenue and customer retention. Tada’s large redemption catalog made the process better for everyone.
Compass helped Mahindra Finance automate sales compensation management. The company faced issues with fragmented data, complex integration, and multiple incentive schemes for over 20,000 sales reps. ...Compass streamlined commission calculations and reduced errors by 98%. Processing time dropped by 99%. This improved financial service delivery and customer satisfaction.
Tremendous helped a national insurance provider send incentives to employees and sales associates for hitting sales targets. Before Tremendous, sending rewards took hours and caused problems for reci...pients. After switching, the company saved hours each month and delivery rates rose to over 95%. The process became faster, more transparent, and easier to manage. The company now rarely needs to resend rewards.
TIBCO helped Sara Assicurazioni move to a multi-cloud platform. The company faced slow claims, high costs, and outdated systems. With TIBCO, Sara migrated 85% of its data and apps to the cloud in one... year. Claims processing became 50% faster. Costs dropped by 60%. Customers now use a mobile app for self-service and get real-time updates. Sara can launch new apps faster and scale instantly.
Ibexa DXP helped CNP Assurances redesign their website and improve customer experience. The insurer unified institutional and customer paths on one platform. Ibexa Page Builder gave teams more flexib...ility and creativity to update content. The migration brought gains for development and product management. CNP Assurances can now automate landing page and microsite creation. The project improved user experience and brand expression.
Entando’s composable architecture and AI helped an American healthcare insurer. The company reduced partner onboarding time from 7 weeks to 7 hours. This change improved operational efficiency. The s...olution also increased scalability. The business became more agile. The case shows the value of composable platforms in insurance.
Cyara Automated CX Assurance Platform helped a leading US health insurance provider speed up IVR development. The company moved from 5-8 month deployments to 2-3 week sprints. Cyara automated functio...nal, regression, load, and monitoring testing. System integration test time dropped by 54%. User acceptance test time dropped by 84%. Production execution time dropped by 75%. The company now runs 24x7 IVR monitoring and regular load testing.
Comarch Insurance Agent Essentials helped AXA Assurances Luxembourg modernize its front-office operations. AXA needed a tool for pre-sales, sales, and client service for life and pension insurance. T...he solution improved user experience, supported compliance with new regulations, and enabled an omnichannel strategy. AXA found the platform easy to use, responsive, and comprehensive. The project finished on time, within scope, and on budget.
Comarch Insurance Agent Essentials helped AXA Assurances Luxembourg modernize its front-office operations. AXA needed a tool for pre-sales, sales, and client service for life and pension insurance. T...he solution improved user experience, supported compliance with new regulations, and enabled an omnichannel strategy. AXA found the platform easy to use, responsive, and comprehensive. The project finished on time, within scope, and on budget.
Real Results: SMS Marketing Customer Stories from Insurance
Canadian Automobile Association
- Insurance
Medallia helped Canadian Automobile Association improve their insurance services. The case study highlights how Medallia's platform supports customer experience management. It shows the benefits of u...sing Medallia for feedback capture and analytics. The story focuses on transforming business for both customers and employees. No specific numbers or metrics are mentioned in the content.
Plivo’s Zentrunk SIP trunking helped MDabroad fix call quality and high costs for international healthcare support. MDabroad needed reliable, low-latency calls to connect travelers, providers, and in...surers worldwide. Plivo enabled them to route calls efficiently, reduce expenses, and meet strict HIPAA and GDPR security rules. The company saw fewer dropped calls and lower bills. MDabroad now delivers better service and compliance for global medical needs.
Glia Digital Customer Service helped Celina Insurance Group replace their old chat system. Agents now use chat, OnScreen Voice, video, screen sharing, and cobrowsing to connect with Celina teams. The... new system lets agents reach underwriting, tech support, accounting, and management easily. Agent satisfaction reached 4.93 out of 5 for all Glia interactions. Support experience scored 10 out of 10. Celina saw fast implementation and improved agent loyalty.
BulkSMS Text Messenger helped DentFin send billing reminders to dental patients. DentFin used a two-step SMS process: a standard SMS with balance due, followed by a Mobi-gram message with a PDF state...ment. The Mobi-gram feature let patients view statements on their phones right away. This improved payment times and had a high read rate. DentFin found SMS reminders more effective than email for billing.
MessageDesk helped Wayne Insurance modernize their claims department. The company used MessageDesk to text-enable claims reps and set up shared team inboxes. This made it easier for clients to send t...exts and photos about claims. Wayne Insurance cut their daily call volume by 50%. Customer service improved and reps saved time. MessageDesk gave the team better oversight and a record of all conversations.
Bupa wanted to reach more people with their TV ads and avoid showing the same ad to the same person twice. They worked with Atomic 212 and Nexxen to use special TV data and tools. They used Nexxen's ...TV Intelligence tool, including TV Audience Segments and Cross Screen Measurement. This helped them plan their ads better. As a result, Bupa saw a 16% increase in incremental reach for their campaign.
Appier's AIQUA User Engagement Platform helped MSIG Mingtai Insurance improve digital marketing and customer engagement. The company used Appier's AI to analyze campaigns and service processes, targe...ting high-value customers and refining communications. This led to a 24% boost in average transaction value. MSIG Mingtai also saw better conversion rates and more high-value users. The solution supported their digital transformation and precision marketing goals.
Iron Mountain Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe meet strict regulatory requirements. The company needed to secure its portfolio and improve cu...stomer satisfaction. iBPM managed complex workflows and sent updated addendums to millions of customers. The company achieved a 70% signature rate, which is twice the industry average. This set a new record for the organization.
LähiTapiola is an insurance group in Finland. They had problems with software data accuracy and faulty application information. Their old tool did not support important applications and was expensive.... Xensam gave them trustworthy data and full visibility across their IT environment. Now they are ready for software audits and can make better decisions with accurate data.
Insurance Implementation Playbook: CRM All-in-One Best Practices
Wilink
- Insurance
Maxo CRM helped Wilink centralize all customer interactions for a 360-degree view. Wilink needed to improve customer knowledge and support cross-selling across business units. Maxo CRM integrated wit...h tools like Brio and MIFID, streamlining workflows and customer profiling. 250 users now rely on Maxo CRM daily. Coaching and support sessions helped overcome resistance to change. Regular upgrades and a dedicated Customer Success Executive ensure ongoing value for Wilink's sales and marketing teams.
Agria used Kolsquare's influencer marketing platform to help animal welfare shelters. The company wanted to raise funds for these shelters. Kolsquare helped Agria find the right influencers. The plat...form made it easy to manage campaigns and track results. Agria raised more money for animal welfare with Kolsquare.
Gino Ward Farmers Insurance Agency faced challenges in reaching clients, often requiring 10 to 12 contact attempts. They used Text Request to streamline communications, using text templates and autom...ated messages for client interactions. This approach helped them manage day-to-day conversations, onboard new leads, and win back previous clients. As a result, they saw improved response rates, streamlined workflows, and increased client retention.
MangoApps helped Merchants Bonding Company automate HR training and onboarding. The HR team used MangoApps to centralize tasks, resources, and communication. Employees now access everything in one ea...sy portal. Internal communication no longer relies on email. The company uses platform data to create personalized employee experiences. No coding or IT help was needed to set up these improvements.
MangoApps helped Merchants Bonding Company automate HR training and onboarding. The HR team used MangoApps to centralize tasks, resources, and communication. Employees now access everything in one ea...sy portal. Internal communication no longer relies on email. The company uses platform data to create personalized employee experiences. No coding or IT help was needed to set up these improvements.
Univé used a chatbot to manage more customer questions. The chatbot helps customers even when the office is closed. This makes it easier for customers to get help anytime.
Verint Open Platform helped AXA transform its retail business customer journey. AXA used Verint Speech Analytics and Workforce Management to improve service. The company reduced customer renewal aver...age handle time by 23%, saving 3 minutes per call. Supplier call volume dropped by 34%. First contact resolution increased from 87% to 93%. AXA now uses intelligent insights to boost productivity and business growth.
Understanding Video Platform Impact in Insurance: Real Customer Outcomes
Alka Insurance
- Insurance
Playable helped Alka Insurance use gamification to engage customers in a low-interest industry. Alka ran seasonal campaigns like the Christmas Calendar and Summer games, using storytelling and intera...ctive content. These campaigns increased website engagement and brand loyalty. An A/B test showed customers who played the Christmas Calendar had lower churn rates. In 2025, three summer games saw 110,000+ sessions, 85,000+ registrations, 1,200 hours spent with the brand, and a 76% conversion rate.
Glia Digital Customer Service helped Celina Insurance Group replace their old chat system. Agents now use chat, OnScreen Voice, video, screen sharing, and cobrowsing to connect with Celina teams. The... new system lets agents reach underwriting, tech support, accounting, and management easily. Agent satisfaction reached 4.93 out of 5 for all Glia interactions. Support experience scored 10 out of 10. Celina saw fast implementation and improved agent loyalty.
Vidyard helped Shelbyville Insurance Services stand out in the crowded insurance market. Derek Hayden used personalized video messages to grab attention and build trust with prospects. He started by ...posting weekly selfie-style videos with insurance tips on social media. These videos increased engagement and helped him connect with more customers. Personalized video outreach made it easier for Derek to get noticed and grow his business.
KPOINT's enterprise video platform helped an LI Company address falling policy renewal rates. The company needed to boost policyholder engagement and reduce manual agent work. They used personalized ...video messages to remind policyholders about renewals and show fund performance. This led to a 56% increase in engagement and an 8% rise in renewal rates, all without human involvement.
RingCentral helped SCM Insurance Services unify its communications with RingEX and RingCentral Video. SCM replaced legacy phone systems and reduced costs by 50% by removing dormant numbers and contro...lling toll-free and long-distance charges. Field staff can now use local numbers and SMS, improving client service and visibility. The cloud solution lets SCM quickly support disaster regions with local presence. All SMS messages are now recorded, reducing risk and improving claims management.
Flowfinity software helped Freedom Health move from paper forms and laptops to a mobile app for field sales. The team needed a fast, easy way to process over 20,000 insurance applications each year. ...Flowfinity let them build and deploy custom apps on iPads in less than two months. Sales reps now collect real-time, high-quality data and serve customers anywhere. The company reduced paperwork, improved data quality, and made business processes more agile.
CleverTap helped ICICI Prudential Life Insurance boost customer engagement through its mobile app. The app offers over 60 policy services, personalized recommendations, and health goal tracking. ICIC...I Prudential saw a 121% increase in total customer clicks from all engagement channels. New business grew 38% quarter-over-quarter in Q4-FY2025. The app achieved a 4.7 rating on both Play Store and App Store, showing high customer satisfaction.
PingPilot helped Brush Country Claims improve customer service during hurricane season. BCC used PingPilot to connect claims adjusters and customers quickly. The chat and SMS features let adjusters g...et answers fast while in the field. During major storms, BCC handled high call volumes and reduced wait times for customers. PingPilot made it easier for people to get help after disasters. This improved customer experience and trust in BCC.
MoEngage helped TATA AIG General Insurance cut manual work by 90%. The company used MoEngage's customer data and engagement platform to fix slow campaign creation and reduce tech support needs. TATA ...AIG saw a 93% drop in go-live time for complex campaigns. The platform made it easy to build customer journeys and improved team agility. Leaders at TATA AIG praised MoEngage for strong collaboration and tailored solutions.
API Hub for Design helped a leading insurance provider improve API governance and developer collaboration. The company needed better documentation, version control, and teamwork as API projects grew.... API Hub for Design gave them a central platform for standards, real-time updates, and co-authoring. This reduced manual work, improved accuracy, and made teams more productive. The company now delivers APIs faster and is ready for future growth.
API Hub for Design helped a leading insurance provider improve API governance and developer collaboration. The company needed better documentation, version control, and teamwork as API projects grew.... API Hub for Design gave them a central platform for standards, real-time updates, and co-authoring. This reduced manual work, improved accuracy, and made teams more productive. The company now delivers APIs faster and is ready for future growth.
API Hub for Design helped a leading insurance provider improve API governance and developer collaboration. The company needed better documentation, version control, and teamwork as API projects grew.... API Hub for Design gave them a central platform for standards, real-time updates, and co-authoring. This reduced manual work, improved accuracy, and made teams more productive. The company now delivers APIs faster and is ready for future growth.
API Hub for Design helped a leading insurance provider improve API governance and developer collaboration. The company needed better documentation, version control, and teamwork as API projects grew.... API Hub for Design gave them a central platform for standards, real-time updates, and co-authoring. This reduced manual work, improved accuracy, and made teams more productive. The company now delivers APIs faster and is ready for future growth.
Betty Blocks helped Univé speed up innovation in the insurance sector. Univé used Betty Blocks' no-code platform to build and test new preventative service applications, like Veilig Wonen, in just 2....5 months instead of a year. The platform let Univé's Innovation Lab quickly create and pilot real solutions, reducing time-to-market and costs. This approach allowed Univé to measure customer behavior, gain stakeholder buy-in, and save money by preventing claims.
KMS Lighthouse helped BGL Group improve customer service and knowledge management. BGL Group needed better document organization and accurate information sharing as they grew quickly. They used KMS L...ighthouse to build a strong knowledge base and decision trees for their call center. Employees can now search for answers in real time and share feedback. Employee productivity increased by 150% after using the system.
Content Marketing Success Stories: How Insurance Companies Drive Results
TMLT
- Insurance
Uberflip helped TMLT improve customer retention. TMLT faced high customer acquisition costs and needed to keep more customers. They used Uberflip to create a content destination that addressed reason...s for churn. They sent personal emails from their CEO with a clear call to action. The campaign achieved a 52% open rate and a 95.7% retention rate, even during the pandemic.
Taboola Maximize Conversions helped GMF boost lead generation. GMF wanted more leads from new prospects at a low cost. They used Taboola Motion and Image Ads, targeting new audiences with CRM data an...d refreshing creatives every two months. Taboola’s Maximize Conversions AI bidding tool optimized campaigns and cut manual work. GMF saw an 82% increase in lead volume in 2024, surpassing their goal by 134%.
Manulife wanted to make its marketing more engaging and save money. They used Contently's platform to share and reuse content across the company. Employees could access and repurpose articles for dif...ferent needs. The team tracked savings by comparing costs to creating new content. Manulife saved about $1.2 million in marketing costs. The platform also helped teams work better together.
American Trucking and Transportation Insurance Company (ATTIC)
- Insurance
SimpleLegal helped ATTIC automate legal invoice management. ATTIC used to approve bills without review, leading to high costs and little visibility. With SimpleLegal, ATTIC now has a central system f...or invoices, real-time dashboards, and tools to enforce billing rules. The company saved 55 hours per month on invoice review. All law firms now use the e-Billing platform. ATTIC cut legal spend by 6% and improved confidence in law firm performance.
Gatekeeper helped Missouri Employers Mutual (MEM) save time by automating contract and vendor management. MEM struggled with manual processes and scattered contract storage. Gatekeeper offered an eas...y-to-use platform with strong support and automation. MEM saw faster approval processes and better visibility of contracts. The legal and compliance team could focus more on contract quality and vendor relationships.
Aerofiler helped Allianz SE, Singapore Branch digitize and automate their contract approval and management workflows. Before Aerofiler, approvals and signatures took up to a week and relied on manual..., paper-based processes. With Aerofiler, the average time to approve, sign, and file contracts dropped from a week to about a day. The system made it easy for busy legal staff to review and approve contracts online. Integration with Namirial enabled seamless e-signature and filing. The team found the solution easy to use and praised its flexibility and security.
Emburse helped Carelon Global Solutions India automate expense management. Carelon faced slow expense processing and limited spending insight for 17,000 employees. Emburse's T&E platform cut expense ...processing time from 30 to 10 days. Advance travel bookings rose from 45% to 85%. Pre-approval compliance improved by 70%. The company saved 5-10% on airfares. Automated workflows made budget planning and cost management easier.
Emburse helped Carelon Global Solutions India automate expense management. Carelon faced slow expense processing and limited spending insight for 17,000 employees. Emburse's T&E platform cut expense ...processing time from 30 to 10 days. Advance travel bookings rose from 45% to 85%. Pre-approval compliance improved by 70%. The company saved 5-10% on airfares. Automated workflows made budget planning and cost management easier.
Emburse helped Carelon Global Solutions India automate expense management. Carelon faced slow expense processing and limited spending insight for 17,000 employees. Emburse's T&E platform cut expense ...processing time from 30 to 10 days. Advance travel bookings rose from 45% to 85%. Pre-approval compliance improved by 70%. The company saved 5-10% on airfares. Automated workflows made budget planning and cost management easier.
Everlance helped StreetDelivery improve mileage tracking accuracy and accountability. StreetDelivery needed a reliable, easy-to-use system for their remote team of over 100 employees. Manual and unre...liable tracking apps caused errors and wasted time. Everlance provided accurate GPS-powered mileage tracking, saving time for drivers and management. The platform increased efficiency and made payroll and reimbursements easier.
Emburse helped Carelon Global Solutions India automate expense management. Carelon faced slow expense processing and limited spending insight for 17,000 employees. Emburse's T&E platform cut expense ...processing time from 30 to 10 days. Advance travel bookings rose from 45% to 85%. Pre-approval compliance improved by 70%. The company saved 5-10% on airfares. Automated workflows made budget planning and cost management easier.
ON24 helped Guardian Life Insurance boost member engagement and scale digital events. The company used ON24 for webinars, Salesforce integration, and digital experiences. When the pandemic stopped in...-person events, Guardian filled the gap with ON24. They saw a 92% increase in revenue year over year and saved over $100,000 per year. ON24 supported demand generation, partner enablement, and professional certification.
RingCentral helped SCM Insurance Services unify its communications with RingEX and RingCentral Video. SCM replaced legacy phone systems and reduced costs by 50% by removing dormant numbers and contro...lling toll-free and long-distance charges. Field staff can now use local numbers and SMS, improving client service and visibility. The cloud solution lets SCM quickly support disaster regions with local presence. All SMS messages are now recorded, reducing risk and improving claims management.
GoTo Connect helped 1 Truck Insurance Services improve customer communications. The agency serves long-haul truckers across many states and needed fast, multi-channel communication. GoTo Connect let ...them talk to customers and clients every day by text message. The solution included SMS, campaigns, outside calling, and transferring, plus collaboration tools. This made it easier for their distributed team to connect quickly and serve clients better.
SightCall Visual Support helped Sjóvá improve their claims process. Sjóvá used SightCall to let agents assess damage remotely with video. This made claims faster and helped customers get service in h...ours instead of days. Sjóvá also cut travel costs and reduced carbon emissions. In 2022, about 25% of property claims were handled remotely. Sjóvá won an award for their environmental efforts.
Kickbox Email Verification API helped The Zebra fix high bounce rates and risky email addresses. The Zebra used Kickbox to check emails in real time during the insurance quote process. Their bounce r...ate dropped from 13% to 0.7%. Open rates went up from 7% to 28%. The Zebra now connects with more customers and gets better results from email marketing.
Hornetsecurity provided Concordia Insurance Group with cloud-based spam and malware protection and a web filter. Concordia previously used three separate security products, which made IT management c...omplex and left some users unprotected. With Hornetsecurity, all employees and agencies are now covered. IT staff can focus on their main work instead of constant maintenance. Concordia reports no viruses and almost no spam since switching to Hornetsecurity.
Netcore’s AMP Email helped Axis Max Life Insurance improve customer engagement. The company achieved a 93% call pickup rate. Policy issuance success reached 90%. Netcore’s AMP Email innovation made c...ommunication faster and more interactive. This led to better results for the insurance provider.
Email Hippo's MORE API helped Ageas UK improve its insurance claims process. Ageas faced problems with email bounce backs, which increased workload and reduced report accuracy. The solution was to in...tegrate real-time email verification into the claims system. This allowed call handlers to check email addresses instantly while on the phone with customers. The result was a faster, more accurate process and a better customer journey. Lost time was greatly reduced, making the claims team more effective.
emBlue helped Assist Card automate and personalize their email marketing. Assist Card reduced the time spent on campaigns by 70%. They doubled their open rate in Argentina. Email marketing channel us...age increased by 90% compared to pre-pandemic numbers. The platform allowed centralized management for all countries and provided strong support and training.
Bird Flow Builder helped ComparaOnline automate lead qualification and re-engagement for car and travel insurance. The company used WhatsApp to send automated reminders and messages. This reduced man...ual work for sales reps and improved the buying experience. ComparaOnline saw an 18% increase in conversion rates. Over 1 million users now use the platform each month.
Understanding Website Builder Impact in Insurance: Real Customer Outcomes
Kurt Stangl
- Insurance
Justinmind helped Kurt Stangl build a minimum viable product for Darby, a usage-based insurance platform. After a court ruling opened the market, Kurt needed to launch fast. He used Justinmind to cre...ate low-to-medium fidelity prototypes in just one month. The tool enabled global team collaboration and quick iteration. Kurt pitched a working prototype to investors and used it for alpha and beta testing, speeding up product development.
LaunchDarkly helped Blue Cross of Idaho cut customer portal troubleshooting time by 75%. Before, engineers struggled to find and fix issues because they lacked session context and observability. With... LaunchDarkly, they used session replay and logs to quickly diagnose problems. The solution worked with their existing OpenTelemetry setup, so teams saw results fast. Now, issues that took days to resolve are fixed in minutes, freeing up time to improve the member experience.
Onclusive Social helps AXA use real-time insights to spot trends among customers. AXA uses these insights to build marketing strategies that boost loyalty and trust. The platform lets AXA deliver cle...ar reports in a crowded digital world. AXA finds the right influencers and platforms to reach different audiences. They also analyze and improve the AXA Game Changer campaign, which promotes healthy living.
Delta Dental's vulnerability management team spent many hours each week manually tracking threats. They needed a better way to gather and share risk intelligence. They started using Feedly to collect... and prioritize threat data in one place. This helped them cut their intelligence gathering time by 50%. Now, they get more relevant information in less time and can keep their network safer.
Univé used a chatbot to manage more customer questions. The chatbot helps customers even when the office is closed. This makes it easier for customers to get help anytime.
SocialMadeSimple helped AAA Prescott Insurance Agency, a small insurance business in Tennessee, launch a digital marketing plan. The agency needed to attract new customers and engage current ones. So...cialMadeSimple created custom content and targeted social ads across Facebook, Twitter, LinkedIn, and Instagram. The campaign generated an average of 34 new leads per month at a cost of $5.83 per lead. The agency's Facebook audience grew by 197%.
Qollabi helped Baloise, a Belgian insurer, automate broker collaboration. The cloud-based solution gave real-time data and analytics. Baloise improved business plan management and communication with ...brokers and agents. The company gained better visibility into its broker network. The case shows how mutual success plans can make partner management more efficient.
Understanding Sales Coaching Impact in Insurance: Real Customer Outcomes
TATA AIA
- Insurance
TATA AIA needed a way to train insurance agents in different regional languages. They also wanted to help agents learn more about products and handle tough customer questions. Awarathon gave them a p...latform with AI that let agents practice in their own language and train anytime. Managers could track progress and give support. After using the platform, TATA AIA saw a 10% increase in revenue in 4 months, a 20% improvement in training scores, and a 40% boost in product knowledge and communication skills. The number of at-risk agents dropped by 25% in three months.
Fonteva helped Airmic move from manual member renewals to a self-service system. The legacy CRM could not handle Airmic’s growth or complex subscriptions. Fonteva, built on Salesforce, automated rene...wals and improved data insights. Members now renew themselves, saving staff time and reducing errors. User adoption increased and personalized experiences are easier with Fonteva’s dashboards. Airmic can now scale membership and focus on member value.
Forrester Decisions helped Lockton build a global project management office. Julia Klaas, senior vice president of IT governance at Lockton, wanted an external partner to review and validate her PMO ...strategy. Forrester provided guidance sessions and expert advice. This partnership helped Lockton bring a global PMO vision to life. Klaas valued the depth of information and support from Forrester.
CustomerLabs helped Dundas Life improve retargeting and lower cost per lead using first-party data operations. Dundas Life used Conversion API to boost event match quality from 3 to 7 out of 10. They... improved audience match rates by 2X, cutting cost per lead by 67% and doubling lead acquisition. For top-of-funnel campaigns, 1% lookalike audiences reduced lead costs by 60% with no extra ad spend. These changes made their ad performance much better.
Amica used iSpot Unified Measurement to compare the impact of streaming TV ads and linear TV ads. The company wanted to justify and optimize its advertising investment. iSpot Unified Measurement help...ed Amica see that streaming ads converted at a 6x higher rate than linear ads. The platform gave Amica detailed insights into reach and conversion rates for both linear and streaming ads. Amica identified top performing OTT publishers and found that 15-second streaming ads were most effective for conversions.
Onclusive Social helps AXA use real-time insights to spot trends among customers. AXA uses these insights to build marketing strategies that boost loyalty and trust. The platform lets AXA deliver cle...ar reports in a crowded digital world. AXA finds the right influencers and platforms to reach different audiences. They also analyze and improve the AXA Game Changer campaign, which promotes healthy living.
SHANON MARKETING PLATFORM helped 日本生命保険相互株式会社 improve communication with group insurance members. They used the platform to manage member data and send targeted LINE messages based on member attribut...es. The LINE integration allowed single sign-on, making it easier for users to access services. SHANON supported content planning and ongoing operations for LINE delivery. This led to higher user convenience and growing engagement with the N-コンシェルジュ service.
SAS Customer Analytics helped Caser Seguros, a large insurance company, win in a tough price war. The company used SAS to analyze market trends and competitor pricing. This let them react quickly and... keep more customers. The predictive tools helped them prepare for churn and launch retention programs fast. Caser Seguros needed a flexible solution for many sales channels, and SAS delivered.
Nintex helped IQumulate Premium Funding move away from email-based workflows and static documents. The company used Nintex to document and redesign over 150 processes. They created smart forms to mak...e communication easier. This transformation allowed IQumulate to reclaim more than 3000 hours. The business can now serve more customers without hiring more staff.
CompleteFTP helped an Australian insurance company improve file transfer security. The company switched from a Linux-based platform to CompleteFTP for better security and easier management on Windows.... CompleteFTP created a secure quarantine area for file transfers and integrated with Active Directory. The solution provided secure access, audit trails, and a multiprotocol gateway. The company found CompleteFTP easy to use and praised its responsive support team.
Guesty partnered with Safely.com to help property managers in the short-term rental industry. Safely.com used Guesty to automate guest screening, insurance, and payment processes. The integration syn...ced data between Guesty and Safely accounts in under an hour. Since partnering in late 2018, Safely.com saw its European customer base grow, with Guesty users making up 100% of its non-US customers and 11% of total revenue. The joint customer retention rate reached 95%.
Datalore helped Venerable cut down their Excel analysis time from eight hours to just two minutes. The company used Datalore to speed up their data processing. This made their work much faster and ea...sier. Venerable saw a big improvement in efficiency. The solution saved them many hours each week.
OCR Gateway helped UTMC automate manual data entry and handle a surge in unemployment insurance claims during the pandemic. UTMC replaced an outdated OCR system with OCR Gateway, improving document p...rocessing accuracy to over 90%. The solution enabled remote work by integrating electronic fax and secure cloud workflows. UTMC reduced manual labor, increased efficiency, and scaled services while keeping sensitive data secure.
Talkspirit helped Solimut Mutuelle de France improve internal communication. The company needed to move away from a top-down intranet and connect 500 employees across many sites. They chose Talkspiri...t for its features, GDPR compliance, and ease of use. The platform was deployed in less than a month due to the pandemic. Employees now share information easily, engage in projects, and stay connected on PC, mobile, and tablet.
Fellow Digitals intranet powers the Prevention Forum+, connecting 6,000 participants across Germany, Austria, and South Tyrol. The platform enables secure document sharing, project management, and ex...perience exchange for occupational health and safety partners. Users benefit from centralized access, rights-based security, and AI-driven search. The solution saves time and costs, supports global collaboration, and keeps sensitive data protected. Over 11 years, the portal has expanded internationally and improved knowledge sharing in the insurance and health sectors.
API Hub for Design helped a leading insurance provider improve API governance and developer collaboration. The company needed better documentation, version control, and teamwork as API projects grew.... API Hub for Design gave them a central platform for standards, real-time updates, and co-authoring. This reduced manual work, improved accuracy, and made teams more productive. The company now delivers APIs faster and is ready for future growth.
Noloco helped Emma Insurance build a custom CRM for financial advisors selling life insurance. Emma needed a fast, cost-effective way to generate leads and launch a new B2B product. Using Noloco, the...y built and launched the app in just 3 weeks without using their full-stack developers. The platform lets advisors manage leads and sales calls, and its easy interface kept support costs low. Emma's new business line aims to reach $1 million in revenue, with high user adoption and strong investor support.
NJM improved its software delivery processes with Digital.ai. They accelerated and standardized these processes. This helped them show compliance. The initiative reduced operational overhead. It also... streamlined deployment processes, allowing NJM to scale.
Press Ganey helped a global health plan use NPS to improve member retention. The company focused on listening to members and building better relationships. This strategy led to more innovation. As a ...result, the health plan earned $21 million in revenue.
S&R Insurance used Podium to improve their online presence. They saw a 120% increase in website traffic from Google. They collected over 1,000 new reviews, averaging 20+ reviews per month. During the... pandemic, they grew revenue by 30%. Customers who left reviews stayed 3 times longer.
ePayPolicy needed a better way to onboard new customers. They had no easy way to repeat workflows or track key metrics like time to go-live. TaskRay helped them make onboarding efficient and repeatab...le across all product lines. The team can now use templates to start projects quickly. They also gained better reporting to track performance and find ways to improve.
Clustdoc helped Benefit Resource cut client onboarding time by 50%. Before Clustdoc, the team struggled with manual document collection and poor process visibility. Clustdoc provided automated workfl...ows, secure document management, and real-time tracking. Productivity doubled and document verification errors dropped to zero. The onboarding process is now smooth for clients, brokers, and the internal team.
Reward Gateway helped Hollard centralize employee perks, recognition, and communication in one branded hub. Hollard wanted to improve employee engagement and make recognition more visible and meaning...ful. With the PerksPlus Recognition platform, 95% of employees logged in during the first week. In three months, staff celebrated 702 moments of recognition. The platform made it easy to spotlight achievements and keep all employee experience information in one place.
Compass helped Mahindra Finance automate sales compensation management. The company faced issues with fragmented data, complex integration, and multiple incentive schemes for over 20,000 sales reps. ...Compass streamlined commission calculations and reduced errors by 98%. Processing time dropped by 99%. This improved financial service delivery and customer satisfaction.
Cooleaf helped American Auto Shield improve employee engagement and retention. The company faced high turnover and struggled to attract talent after the pandemic. Cooleaf's platform gave new ways to ...collect feedback and focus on company culture. American Auto Shield used Cooleaf to enhance recruiting, onboarding, and performance management. The platform supported a renewed commitment to employee well-being and satisfaction.
Länsförsäkringar Älvsborg wanted better ways to track employee well-being. They used Winningtemp to send out short surveys every other week. This helped them get quick feedback and act fast. They rea...ched an 85% response rate from 500 users. Managers responded quickly to comments, making employees feel heard. The company now uses data to track well-being and set benchmarks.
Zuno General Insurance wanted to improve customer experience by understanding customer sentiments better. They faced challenges with inefficient NPS data tracking and limited support. By switching to... SurveySparrow, they streamlined feedback analysis, reducing analysis time by 50%. This allowed quicker decision-making and improved process efficiency. The transformation empowered their customer experience team and strengthened their service delivery.
Feedbackly helped GNP Seguros collect customer feedback across many touchpoints. Before Feedbackly, GNP struggled with low response rates and outdated feedback. With Feedbackly’s multichannel survey ...tool, GNP reached customers in real time and improved feedback quality. In the first 24 hours, GNP saw a 12% response rate. Over time, response rates increased by 20%. Managers now use this feedback to make better decisions and improve customer experience.
Mopinion helps Allianz improve website conversion with customer feedback. Allianz uses Mopinion to find and remove obstacles in the online journey. The company aims to make navigation and damage repo...rting easy for users. Allianz applies customer-centric principles and learns from other industries. The team meets with conversion experts from other companies to share ideas. Mopinion's feedback tools give Allianz insights to optimize the digital experience.
Davies helped a client manage escalating claims after an escalator malfunction in a shopping centre. The incident caused injuries to three people, leading to three separate claims. Davies chose to se...ttle the claims directly, avoiding a lengthy dispute with the manufacturer. This approach saved the client 30% on costs, reducing expenses from £22,510 to £16,000. The solution also ensured fair compensation for the injured parties and maintained the insured's position for possible recovery.
Civica MultiVue helped a Pacific Northwest health plan fix poor data quality. The plan used MultiVue to remove duplicate records and create a single view of each member. This reduced returned mail by... 25%. Marketing, billing, and operations costs went down. The plan now sends targeted communications and saves money on future campaigns.
Zuno General Insurance wanted to improve customer experience by understanding customer sentiments better. They faced challenges with inefficient NPS data tracking and limited support. By switching to... SurveySparrow, they streamlined feedback analysis, reducing analysis time by 50%. This allowed quicker decision-making and improved process efficiency. The transformation empowered their customer experience team and strengthened their service delivery.
Zuno General Insurance wanted to improve customer experience by understanding customer sentiments better. They faced challenges with inefficient NPS data tracking and limited support. By switching to... SurveySparrow, they streamlined feedback analysis, reducing analysis time by 50%. This allowed quicker decision-making and improved process efficiency. The transformation empowered their customer experience team and strengthened their service delivery.
PFL and Salesforce Marketing Cloud helped Blue Cross Blue Shield of Michigan automate direct mail in their member journeys. The company needed to meet strict compliance timelines and reach members wh...o prefer physical mail. PFL integrated direct mail with Marketing Cloud, personalizing and sending communications within 48 hours. BCBSM reduced time spent on compliance mail by 70% and cut print costs by 56%. The error rate dropped below 1%. The solution improved efficiency, compliance, and member engagement.
Madhive helped an auto insurance brand use CTV ads to compete with larger insurance companies in Colorado. The company targeted key audience segments and tracked customer actions with website pixels.... Retargeting led to a 19% increase in quotes and a 40% increase in policy sign-ups. The campaign delivered over 6 million impressions. The brand lowered its cost per acquisition by 55% and increased profile sign-ups by 129%.
Seismic helped Illumina save over 6,650 hours for their sales team. Illumina used Seismic to combine 12 content repositories into one platform. Sales activities tripled and content platform usage inc...reased three times. The use of marketing content by sales grew six times. Sales reps now access over 8,000 files in one place, making it easier to find approved content for every meeting.
Highspot helped Aetna improve content governance by 62%. Aetna's sales reps struggled to find and use up-to-date sales content across multiple systems. Highspot provided a single source of truth, mak...ing it easy for sellers to access the right materials. After implementation, Aetna saw 83% content findability and a 19% increase in user searches. Sales reps saved time and became more efficient with real-time engagement notifications and better content management.
Synap helped the Medical Defence Union improve exam scores for medical students and doctors by 30%. The MDU needed a better way for members to prepare for exams. Synap provided an interactive assessm...ent platform with question banks and real-time feedback. Members used practice, exam, and timed modes to build knowledge and exam skills. The partnership with Oxford University Press added trusted content. MDU members saw higher engagement and better results with Synap.
Imprima VDR helped Stelliant manage its first virtual data room for a major acquisition. Stelliant needed to handle complex project management, large Excel files with dynamic watermarks, and fast del...ivery of password-protected USBs. Imprima uploaded and updated documents, provided technical support, and reprocessed files as needed. Archives were processed and delivered within a day. Stelliant expanded its service range and improved deal management with Imprima VDR.
Bigtincan Readiness and Brainshark helped Reliance Matrix cut enrollment presentation authoring time from 4 hours to 1 hour. The team created 131 Brainsharks for 291 clients in 2024. They achieved a ...one-third adoption rate on employee presentations. The platform instantly translates presentations into Spanish and French. Reliance Matrix tracks clicks and visits to presentations using microsites and text message campaigns. Clients find the tool easy to use and like the option to listen to presentations.
A software developer for the Property & Casualty industry
- Insurance
A software developer for the Property & Casualty industry processed millions of insurance claims each year. Their manual claims estimation process was slow and prone to human error. Infogain built an... AI-powered recommendation engine to automate claims estimating. The solution used machine learning to suggest parts and estimate costs. The client achieved over 92% accuracy in claims estimation. This led to fewer errors, cost savings, and a strong competitive advantage.
Social CRM Success Stories: How Insurance Companies Drive Results
Ash Brokerage - Insurance
Crystal helps Ash Brokerage build better client relationships using personality data. The sales team uses Crystal to understand client behavior and tailor communication. This leads to faster trust an...d shorter sales cycles. Reps gain confidence and connect more deeply with clients. Crystal's Outlook integration gives actionable tips for impactful messaging. Ash Brokerage sees improved emotional intelligence and stronger client bonds.