Insurance: Case Studies, ROI & Implementation Examples

Front helped Founder Shield, a commercial insurance brokerage, save 300 hours a month with automation. The company struggled with email... overload and slow response times before using Front. With Front, they automated workflows, improved collaboration, and centralized information from Salesforce. This allowed teams to respond faster and eliminated the need to hire extra staff. Founder Shield now delivers better customer service and maintains a high NPS score.
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Salesmate CRM helped RCPRO Seguros grow their business by 40% in four years. The insurance agency used Salesmate to organize... client data, automate processes, and improve lead management. Key features included Gmail integration, deal management, and customer support tools. The solution led to better client retention and greater operational efficiency. RCPRO Seguros now manages thousands of policies each year with improved organization.
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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 tripled 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.
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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 roles module. They built a more engaging product experience.
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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 lead 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.
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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.
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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 service from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
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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. Integration 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.
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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 with 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.
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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.
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Livespace CRM helped Q Broker double its client base during a market slowdown. The company faced a challenge when COVID-19... made face-to-face sales impossible. Livespace CRM enabled remote sales, integrated with VoIP, and provided analytics. Q Broker quickly changed its sales process and kept growing. The CRM supported over 200 new customers in the first two years.
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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 System. This solution made procurement more efficient. The finance team now manages procurement with less difficulty.
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Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated... underwriting, integrated systems, 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.
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HubSpot helped Alleanza Assicurazioni improve employer branding. The company used HubSpot's platform to enhance its marketing and communication. This led... to better engagement with potential employees. The insurance company streamlined its processes with HubSpot tools. The result was a stronger brand presence in the insurance sector.
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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 communications, 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.
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OutSystems helped Zurich Insurance Group build a new digital platform for agents. The platform replaced an old, hard-to-use system. Agents... now use a web portal and mobile apps for iOS and Android. The new solution improved user experience and increased policy sales. Zurich built the new portal in just four months, giving agents a 360° view of customer activity.
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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 anywhere. 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%.
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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 its 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.
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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.
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MadCap Create and MadCap Syndicate helped a leading insurance software provider modernize training. The company replaced manual PowerPoint processes with... a centralized, interactive learning platform. They published their first course in under two months, overcoming delays from manual reorganization. The new system improved content reuse, collaboration, and translation for global teams. This upgrade cut training costs and enabled faster scaling for insurance industry needs.
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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 their 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.
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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 with 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.
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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 integration between their platform and end-user documentation. IBA is also starting to build tenant-based knowledge portals for individual customers.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 increase 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.
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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 included 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%.
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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.
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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 training 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.
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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 sign-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.
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Cornerstone OnDemand helped RSA, a global insurance group, improve employee learning. RSA used Cornerstone as its learning management system since... 2010. The platform became the main hub for all training and development. RSA found gaps in its learning programs and too many vendors made things complex. Cornerstone helped centralize learning and simplify management for RSA's large workforce.
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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.
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Docebo Learning Suite helped Definity boost user adoption from 1% to over 65%. Definity automated training migration and launched Max... Learning with 100 new courses. 100% compliance was achieved in just seven weeks, down from 10 months. 65% of employees now learn regularly. The platform's intuitive design and automated notifications drove engagement and faster compliance. Definity continues to expand its learning culture and course library.
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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 worked 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.
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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 platforms. 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.
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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 content. 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.
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Learning Pool Platform helped Domestic & General move from face-to-face to digital learning. The Knowledge Hub enabled 16,000 course enrolments... in 18 months and supported 2,700 new learners. Compliance rates hit 100% for all modules, with a 98% average pass rate. The platform improved onboarding, leadership engagement, and data insights. Domestic & General now delivers blended learning to client organizations worldwide.
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Learning Pool Platform helped Domestic & General move from face-to-face to digital learning. The Knowledge Hub enabled 16,000 course enrolments... in 18 months and supported 2,700 new learners. Compliance rates hit 100% for all modules, with a 98% average pass rate. The platform improved onboarding, leadership engagement, and data insights. Domestic & General now delivers blended learning to client organizations worldwide.
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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 controlling 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.
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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.
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CleverTap helped HDFC ERGO General Insurance boost unassisted health insurance sales on the Here App. The company used real-time segmentation... and omnichannel engagement to target users with personalized messages. This led to a 3% conversion rate for unassisted health insurance sales and a 10% renewal uptick for private car comprehensive insurance. Health insurance renewals also increased by 3%. HDFC ERGO optimized communication across push notifications, in-app messages, WhatsApp, and native displays to drive results.
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AddressTools helped AssuredPartners Aerospace fix address data issues in Salesforce. Before, it took four hours to clean up addresses for... mailings. Now, AddressTools verifies and corrects addresses at entry, saving time and reducing errors. The tool improved data quality and made mailing, reporting, and assignments easier. Users needed almost no training, and support from ProvenWorks was excellent.
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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 get 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.
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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.
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LINK Mobility's RCS campaigns helped GMF boost engagement 7x over SMS for insurance quotes in France. GMF used interactive message... flows, product sheets, and real-time analytics to reach over 34,000 prospects. The campaign achieved a 92% deliverability rate and a 75% open rate. GMF saw strong lead generation and improved campaign performance. RCS proved to be a high-potential channel for future marketing.
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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.
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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.
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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.
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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.
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Betty Blocks helped Univé speed up innovation in the insurance sector. Univé used Betty Blocks' no-code platform to build and... test new services like Veilig Wonen, which helps prevent home disasters. The platform cut time-to-market from one year to 2.5 months. Univé developed 15 applications and piloted the new service to 10,000 members. The solution let Univé respond quickly to market needs and measure real customer behavior.
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Iterable helped Policygenius boost life insurance application conversions by 10% with personalized email content. The platform enabled dynamic messaging based... on user data, improving engagement. Personalized SMS from agents increased inbound calls by 20% and conversion to the next step by 25%. Policygenius used email, SMS, and direct mail to guide customers through a 4-6 week insurance journey. The solution focused on overcoming barriers and humanizing the process for better customer experience.
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iPresso helped a large insurance company boost insurance sales by 20%. The company used iPresso's marketing automation to analyze customer... risk and send personalized insurance offers. Agents got better insights into customer needs. Customers received tailored emails and push notifications. Customer satisfaction rose by 16%. The cancellation rate dropped by 13%.
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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 reclaim 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.
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Bloomreach Content helped Topdanmark, Denmark’s second largest insurance company, migrate 500 URLs in 13 two-week sprints. The flexible CMS let... marketers publish updates instantly across all sites, replacing manual copy-paste work. Topdanmark needed a platform for rapid digital transformation and future-proofing. With Bloomreach Content, they enabled fast experimentation and improved customer experience.
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Lob helped NEXT Insurance automate direct mail campaigns using Lob’s APIs. NEXT saw a 4x increase in response rates from... lifecycle-triggered mail. Integrated campaigns delivered a 10–15% lift in response rates. Automation saved time and let the team test new formats. Direct mail became a core channel in NEXT’s marketing strategy.
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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 content focuses on Allstate's use of Blitz Sales Software in the insurance industry.
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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.
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Postalytics helped Buffer Insurance automate direct mail from Zoho CRM. Buffer Insurance needed to stand out in a crowded Medicare... market and educate seniors. Postalytics enabled sending single, personalized mailpieces triggered by CRM actions. This replaced manual mail and batch-only solutions. The result was more effective lead generation and better customer communication.
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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 integrated 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.
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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, targeting 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.
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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 the conversions came from segments that were previously overlooked. The solution focused on best-fit plan recommendations and omni-channel promotion.
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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 analysis. 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.
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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 modernize 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.
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Techknomatic delivered a Life Insurance dashboard for a leading insurance company in East Asia. The company needed to monitor regulatory... compliance, track fraud, and manage audits using data analytics. Techknomatic built dashboards with Tableau and Power BI to show key KPIs like sum assured, annual premiums, claim amounts, and policy status. The solution helped managers track claims, terminations, and policy trends. The client now enjoys better visibility into operations and timely KPI updates.
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Holistics helps Qoala centralize data from many sources into one business intelligence platform. Qoala faced challenges with scattered product and... partner data in different formats. Holistics lets their teams access all analytics in one place and acts as a single source of truth. The data team became productive with Holistics in just a few days. This improved company productivity and made it easier to answer partner questions quickly.
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CleverMaps helped Generali Česká pojišťovna cut its branch network by 35%. The company reduced branches from 800 to 520 while... keeping client access and profitability strong. CleverMaps provided location intelligence, data visualization, and KPIs for better branch decisions. The solution improved cost savings and kept customer satisfaction high. Generali Česká pojišťovna now uses CleverMaps for marketing and resource allocation too.
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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.
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InetSoft Style Intelligence helped a confidential insurance analytics provider build a flexible, end-to-end BI solution for insurance companies. The client needed... real-time data access, consolidated reporting, and integration with industry-standard data models. InetSoft enabled self-service dashboards, easy data mashups, and on-premise hosting for sensitive data. The solution delivered 140 pre-built reports, improved data quality, and allowed users to set up alerts for key insurance metrics. The client was named one of the "20 Most Promising Data Analytics Solution Providers" by CIOReview.
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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.
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Apica Ascent’s Flow and Fleet helped a large insurance company speed up new application launches. The IT team used Apica... to set up end-to-end operational performance monitoring in minutes, not weeks. This cut manual work and let them focus on new business initiatives. The solution improved data ingestion, reduced query latency, and made onboarding new services easier. Teams now respond to incidents faster and support both cloud-native and legacy systems.
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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.
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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 make communication easier. This transformation allowed IQumulate to reclaim more than 3000 hours. The business can now serve more customers without hiring more staff.
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CloudBees CI helped Markel, a global insurance company, modernize DevOps and streamline software delivery. Markel consolidated tools and automated workflows,... supporting 22,000 build pipelines on a 19-node Jenkins server farm. The team unified DevOps and quality engineering, improving productivity and centralizing services. CloudBees CI enabled Markel to scale DevOps in the cloud, reduce tool sprawl, and gain better visibility into software builds. This led to faster, more reliable deployments and improved developer experience.
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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.
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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 synced 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%.
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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 easier. Venerable saw a big improvement in efficiency. The solution saved them many hours each week.
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Sketch Workspace helped a Fortune 500 insurance provider's design team keep over 70 designers and developers in sync. The team used... a central Library to share design patterns and components, saving time and cost. Built-in tools for version control, collaborative editing, and document storage replaced multiple third-party tools. Developers accessed and inspected designs for free, without extra licenses. The company improved design consistency and streamlined developer handoff.
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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 processing 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.
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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 Talkspirit 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.
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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 experience 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.
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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.
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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.
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SysAid helped Sava Re Group cut mean time to resolution by 25%. The company used SysAid to centralize IT service... management across 10,000 users in 6 countries. SysAid's dashboards and BI tools improved transparency and trust between IT and business teams. The new interface made help desk operations simpler and boosted team morale. Sava Re unified its IT processes and improved employee satisfaction with SysAid.
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Eptica’s multi channel customer service platform helped Hastings Direct improve customer service and offer more ways for 1. 3 million customers...to get help. The platform lets staff access up-to-date information across email, phone, and web self-service. Hastings Direct wanted to make it easier for customers to contact them and boost efficiency in their contact center. Eptica’s system gives staff the knowledge they need and supports the company’s growth.
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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 to 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.
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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.
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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.
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HubSpot helped Alleanza Assicurazioni improve employer branding. The company used HubSpot's platform to enhance its marketing and communication. This led... to better engagement with potential employees. The insurance company streamlined its processes with HubSpot tools. The result was a stronger brand presence in the insurance sector.
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Splunk helped Admiral Insurance improve security and data management. Admiral Insurance used Splunk to monitor threats and respond faster. The... solution gave them better visibility into their systems. This made their operations more secure and efficient. Splunk's platform supported their digital transformation in the insurance industry.
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Iron Mountain Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe achieve a 70% signature rate on customer addendums, double the industry average. The company needed... to secure its portfolio and meet strict regulatory requirements. iBPM managed complex workflows, digital and paper signatures, and compliance for 1.5 million documents. The project led to full portfolio securitisation and improved customer satisfaction.
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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 cloud-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.
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Windward helped Axe Group cut document creation time by a factor of 10. The insurance software provider switched from iText... to Windward for flexible, easy document generation. Project cycles dropped from years to weeks. Template changes now take 10 minutes instead of days. Axe Group saves on costs and can demo to prospects faster. Windward integrates with Axelerator and supports multiple formats.
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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.
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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 recognize 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.
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Sefas helped Highmark automate 95% of their document output, saving millions of dollars. Highmark used Sefas to build an Automated... Document Factory, improving customer communication and data management. The solution reduced time to market and increased business agility. Highmark saved over $1.4 million per year in postage by merging documents. Sefas enabled real-time reporting, workflow automation, and integrity controls for health insurance communications.
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IST Management used its proprietary DocStor Digital Mail (DSDM) to help New York Life solve mail delivery challenges during major office relocations and the pandemic. The solution replaced... a temporary digital mail system, improving workflow efficiency and enabling mail delivery to individuals. DSDM provided chain of custody data and supported retention policies. IST integrated DSDM with New York Life's IT security, ensuring seamless operations. The partnership led to higher efficiency and validated business continuity.
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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 claims 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.
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MAIA, the virtual assistant from KeyReply, helped AIA Singapore manage customer journeys across more than 20 departments. The company faced... challenges with legacy systems, rising digital demand, and the need for scalable service. MAIA was deployed on digital channels for agent and policyholder support, integrating with backend systems and WhatsApp. Usage goals were exceeded by over 100%. The team gained skills to manage AI independently, and self-service options expanded across touchpoints.
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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 tested 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.
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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 video 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.
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Analytics Studio from LivePerson helped a dental insurance agency transform its call center. The agency handled over 700,000 calls each... year. Before, they used spreadsheets and manual call categorization. With Analytics Studio, they automated data extraction and loaded it into Tableau dashboards. This cut 6 months of IT work and aimed to reduce talk time by 10%. The solution improved efficiency and gave real-time insights for digital transformation.
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eGain Customer Engagement Hub helped one of the five largest North American health insurers save $2. 6 million in the...first phase. The company needed to cut costs, improve service, and integrate legacy systems. eGain unified chat, knowledge, cobrowse, secure email, and click-to-call across multiple channels. The solution integrated with Siebel CRM and major portals. The project finished on time and under budget, expanding to more channels in later phases.
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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 increase 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.
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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 policy 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.
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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.
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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. Tealium'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.
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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.
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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.
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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.
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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 and 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.
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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.
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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 return to work time. The case highlights the impact of real-time AI in disability insurance contact centers.
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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 Zealand now delivers better service to their customers.
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Talkdesk Financial Services Experience Cloud for Insurance helped Arbella Insurance improve service levels, reduce average handle time, and increase customer satisfaction scores. Arbella unified all... customer interaction channels with AI-powered solutions like Talkdesk Autopilot, Copilot, and QM Assist. The company eliminated service inconsistencies and empowered over 1,000 employees. Customers saw faster, more accurate, and more personalized support within the first week. Arbella now has a scalable, AI-ready foundation for future growth.
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MightyCall helped AO Globe Life improve insurance communications. The team switched from Ring Central after facing support issues. MightyCall's fast... customer service and free 7-day trial made a strong impression. AO Globe Life uses call recording for training and compliance. They also benefit from flexible business numbers for agents in different regions. The onboarding process was smooth with free white glove setup.
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8x8 Virtual Office helped Scott Bowen, an Allstate agent, switch from traditional landline phones to cloud-based VoIP. The new system... cut costs, adding a third line for the same price as two. Features like eAgent integration, mobile app, and internet fax improved customer service and agent productivity. Automatic call forwarding and call recording made daily operations smoother. Bowen's office now handles calls more professionally and never misses a customer call.
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8x8 Virtual Office helped Scott Bowen, an Allstate agent, switch from traditional landline phones to cloud-based VoIP. The new system... cut costs, adding a third line for the same price as two. Features like eAgent integration, mobile app, and internet fax improved customer service and agent productivity. Automatic call forwarding and call recording made daily operations smoother. Bowen's office now handles calls more professionally and never misses a customer call.
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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.
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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.
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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.
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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.
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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 delivered 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.
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Empuls helped ACKO digitize their rewards and recognition program. The integration process was smooth. The support team made the transition... easy. Early feedback from users has been positive. ACKO looks forward to more benefits from Empuls.
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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 recipients. 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.
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TIBCO helped Sara Assicurazioni move from legacy systems to a cloud-based platform. The company faced high costs, slow product launches,... and poor customer experiences. With TIBCO, Sara migrated 85% of its data and apps to the cloud in one year and cut costs by nearly 60%. Service outages ended, and new apps now launch in days instead of months. Customers get faster claims and mobile access. Sara became a digital leader in insurance.
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Humana used IBM Watson to cut pre-service call costs and boost provider experience. The conversational AI solution now handles over... 7,000 calls daily from 120 providers. It delivers answers at about a third of the previous system's cost. The response rate is nearly double that of the old IVR. Providers get fast, accurate insurance info in about two minutes per call.
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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.
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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.
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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.
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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 unreliable 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.
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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.
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Billtrust Invoicing and Payments helped HDI Global Insurance achieve 100% electronic invoice delivery. The insurer automated invoice and payment processes,... giving brokers an online portal for easy management. Billtrust Cash Application reduced unapplied cash items by 40%. Days sales outstanding (DSO) dropped by at least 5 days. The solution improved cash flow and reporting for HDI Global Insurance.
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Kickbox's email verification API helped The Zebra cut their email bounce rate from 13% to 0. 7%. The Zebra used...Kickbox to fix typos and risky email addresses in their insurance quote forms. This improved their email deliverability and boosted open rates by 270%, from 7% to 28%. The Zebra now connects with more customers and gets better results from email marketing. The team uses Kickbox's real-time verification and team accounts features.
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Hornetsecurity provided Concordia Versicherungen with managed security services. The company switched from multiple products to Hornetsecurity's Spam and Malware Protection,... Advanced Threat Protection, and Web Filter. This reduced administrative effort and sped up processes. All services are managed centrally through the Hornetsecurity Control Panel. Concordia now meets GDPR requirements and is protected against advanced cyber threats. The team lead praised the smooth transition and strong partnership.
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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 communication faster and more interactive. This led to better results for the insurance provider.
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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 integrate 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.
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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 usage increased by 90% compared to pre-pandemic numbers. The platform allowed centralized management for all countries and provided strong support and training.
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Stensul Email Creation Platform helped Enlyte cut email creation time by 7x. Before, 70% of their time went to fixing... hand-coded templates. Now, every email is 100% brand-compliant. Team productivity increased by 50%. Anyone at Enlyte can make great emails without design or coding skills. This improved their marketing operations and freed up time for critical thinking.
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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 manual 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.
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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.
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Feedbackly helped GNP Seguros boost their customer feedback response rate to 12% within 24 hours. GNP, Mexico's largest insurance company,... struggled with low response rates and outdated feedback. With Feedbackly's multichannel survey solution, they increased response rates by 20% on average. Managers now use real-time feedback to improve processes and customer experience. Employee confidence in customer data has grown, leading to better service and higher ROI.
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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 reporting 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.
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Davies' Special Investigations Unit stopped a crash-for-cash insurance fraud. The client faced a staged road traffic accident and a false... injury claim. Davies investigated and found 8 similar incidents in 11 months. The case was discontinued one day before trial. The client saved over £40,000 in damages and legal costs.
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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.
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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.
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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.
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PFL integrated direct mail with Salesforce Marketing Cloud for Blue Cross Blue Shield of Michigan. The health insurer needed to... automate member communications and meet strict compliance deadlines. PFL's solution enabled 1:1 personalized mailings, automated print fulfillment, and real-time tracking. BCBSM cut time spent on compliance mail by 70% and print spend by 56%. The insurer now delivers seamless, multi-channel member experiences and reduces errors to less than 1%.
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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 increased 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.
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Highspot helped Allianz Trade increase quota attainment by 20%. The company saved sales reps 15 hours per week and improved... win rate by 10%. Allianz Trade used Highspot to create a single source of truth for sales content. This improved onboarding and made it easier for sellers to find the right information. Analytics in Highspot helped track seller development and optimize training.
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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 assessment 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.
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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 delivery 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.
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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.
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Azure migration and Databricks helped a large insurance company in Singapore cut infrastructure costs by 30%. The company moved legacy... reporting apps, SAS ETL jobs, and data from IBM Netezza to Azure Cloud. Azure Data Factory pipelines and Databricks notebooks improved data management and analytics. Real-time data access made reporting and decision-making faster. The migration led to 100% compliance with data governance and a 40% improvement in governance and accessibility.
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Brity Assistant helped 손해보험사 build a chatbot for insurance planners. The chatbot gives instant answers to insurance agents and staff,... improving work speed and customer service. Agents can now find information and answer client questions right away. This reduced call center costs and made work easier. The new system also boosted sales skills and customer satisfaction.
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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.
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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 helped 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.
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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.
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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 clear 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.
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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 attributes. 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.
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ZAIDYN Customer Engagement helped a Fortune 100 health insurance company grow specialty pharmacy sales. ZS built a Salesforce-integrated app using... AI-driven insights from over 20 data feeds. The solution delivered an 8:1 ROI in the first year and a 5% monthly increase in prescriptions. Sales reps accepted 70% of insights, making sales calls twice as effective. The program improved prescriber engagement and streamlined pharmacy operations.
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Cresta Agent Assist, Coach, and Insights helped a Fortune 500 insurance company boost revenue by 7%. The company faced challenges... with onboarding seasonal hires and scaling agent coaching. Cresta's real-time AI platform enabled live coaching and actionable insights. Supervisors identified coaching opportunities instantly, improving agent performance. Ramp time for new hires dropped, and direct mail revenue increased.
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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 insights. 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.
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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.
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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 gave 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.
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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 increase 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.
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PFL integrated direct mail with Salesforce Marketing Cloud for Blue Cross Blue Shield of Michigan. The health insurer needed to... automate member communications and meet strict compliance deadlines. PFL's solution enabled 1:1 personalized mailings, automated print fulfillment, and real-time tracking. BCBSM cut time spent on compliance mail by 70% and print spend by 56%. The insurer now delivers seamless, multi-channel member experiences and reduces errors to less than 1%.
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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 every 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.
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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 Pharos 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.
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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 promoted 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.
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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. Tealium'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.
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CloverDX helped Zywave automate data migration and onboarding. Zywave cut engineer time by up to a third using data automation.... The onboarding process for new customers is now 20% faster. Engineers now push a button instead of doing manual steps. This removed onboarding bottlenecks and improved customer experience. CloverDX also provided training so Zywave could update tools as needs changed.
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Semarchy Data Platform helped AAIS unify data for better insights. AAIS used master data management to create a single source... of truth. The solution improved data quality and governance. AAIS now has more reliable and consistent data for insurance operations. The platform supports secure and efficient data integration. This led to better business decisions and compliance.
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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.
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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.
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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 using 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.
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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 insurers 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.
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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.
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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 statement. 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.
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Textmagic helped Henry Insurance Agency boost their closing ratio by 10%. The agency struggled to reach internet leads who ignored... calls and emails. By using two-way SMS chat, they now text first and follow up with calls or emails. This change made the sales process faster and saved agents time. The system pays for itself with just one new client a month.
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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 interactive 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.
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Ant Media Server helped AppMan Co. , Ltd. build a secure, low-latency video communication platform for insurance enterprises. AppMan needed...high-quality, real-time video that met strict security and compliance standards for remote car inspection and insurance sales. Ant Media Server delivered seamless eKYC integration, insurance-grade compliance, and fast deployment via AWS Marketplace. The solution improved reliability, enabled new digital insurance services, and increased enterprise trust.
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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.
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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.
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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.
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ON24 helped Guardian Life Insurance increase revenue by 92%. The company saved over $100,000 per year using the ON24 Intelligent... Engagement Platform. Guardian Life Insurance used ON24 to improve sales and marketing engagement. The platform supported demand generation and customer marketing. This led to strong financial results and operational savings.
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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 controlling 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.
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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.
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SIAA used the 6Connex virtual event platform to host IA Evolve, a digital conference for independent insurance agencies. They needed custom... branding, real-time Q&A, interactive workshops, and networking features. 6Connex delivered a virtual experience that matched in-person events, keeping attendees engaged. SIAA targeted content to specific groups and ensured high participation. The platform helped SIAA support agency growth and digital transformation.
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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 hours 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.
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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.
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Analytics Studio from LivePerson helped a dental insurance agency transform its call center. The agency handled over 700,000 calls each... year. Before, they used spreadsheets and manual call categorization. With Analytics Studio, they automated data extraction and loaded it into Tableau dashboards. This cut 6 months of IT work and aimed to reduce talk time by 10%. The solution improved efficiency and gave real-time insights for digital transformation.
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Aivo's conversational AI suite helped Seguros Mercantil automate 30,000 monthly conversations. The virtual assistant, Merse, resolved 97% of queries and... cut support tickets by 40%. Customers can manage policies and payments directly on WhatsApp. The solution improved customer satisfaction and centralized service channels. Integration took just 8 weeks, speeding up digital transformation in insurance.
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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 find 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.
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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.
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Invoca helped eHealth save $3 million and cut click-to-call CPA by 60%. eHealth used Invoca to connect online and phone... customer journeys. They integrated Invoca with Adobe Analytics and Google. This gave them a full view of the customer. They saw a 20% drop in CPA and a 20% rise in conversion rates. Invoca became a key part of their marketing tech stack.
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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.
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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 integration 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.
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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. Organic 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.
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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.
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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 acquisition, 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.
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MACIF wants to improve customer engagement. They use content marketing to help people make decisions. They aim to be a market leader.

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 clear 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.
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Feedly AI helped Delta Dental cut threat intelligence gathering time by 50%. The vulnerability management team now spends four hours... less each week collecting data. They use Feedly to monitor vulnerabilities and threats from millions of sources in real time. This gives them a complete view of risks and lets them act faster. The team delivers more relevant intelligence to stakeholders, improving security for the company.
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Meltwater helped Manulife-Sinochem improve social media monitoring and crisis alerting. The insurance company needed better data from Chinese media to... inform content strategy and manage brand reputation. Meltwater set up complex search queries and reporting, giving Manulife-Sinochem a clear view of social conversations. The solution reduced data collection time and enabled more targeted, topic-centric content. Manulife-Sinochem now connects better with audiences and manages potential crises faster.
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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.
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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.
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Birdeye helped Rani Alfers Insurance Agency collect more Google reviews. Before using Birdeye, the agency struggled to get clients to... leave reviews online. With Birdeye, they automated review requests by sending links to clients three days after sign-up. The team can now monitor and respond to all reviews in one place. Sharing positive reviews on social media has increased their visibility and driven more leads and phone calls.
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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.
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RepTrak helped an Australian insurance company boost its ESG reputation. The company faced rising climate disasters and public demand for... action. It used a multi-channel strategy, including a weather tracking app and community partnerships. The insurer launched a video game for disaster preparedness and funded mental health and trauma support. Its campaigns reached over 1.1 million views on YouTube. From Q1 to Q4 2021, the company maintained strong reputation and ESG scores above 70.
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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 used automated reminders to re-engage dormant conversations. Organizational tools streamlined workflows and improved lead tracking. These features made customer engagement faster and more efficient.
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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 processed automatically through a secure and friendly chat. This reduces contact center volume and speeds up the process. Customers get faster service and higher satisfaction.
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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 solution 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.
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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 and monitor healthcare facilities. The platform supported universal health coverage and improved healthcare quality. Other national organizations adopted the standards tracked by NHI.
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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 recruited 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.
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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 renewals 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.
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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 based 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.
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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.
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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.
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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 facts 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.
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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 renewals 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.
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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 controlling 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.
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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 moved its system to the cloud. The migration improved system reliability and performance. The solution helped NowCerts better serve its insurance clients.
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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 paperwork, 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.
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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 with 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.
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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 accounts. 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.
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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 employees 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.
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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 customer 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.
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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 connect-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.
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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 capital modeling. Validus manages large models with over 1.2 billion cells. Quantrix gives senior management better insights than Excel.
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TIBCO helped Sara Assicurazioni move from legacy systems to a cloud-based platform. The company faced high costs, slow product launches,... and poor customer experiences. With TIBCO, Sara migrated 85% of its data and apps to the cloud in one year and cut costs by nearly 60%. Service outages ended, and new apps now launch in days instead of months. Customers get faster claims and mobile access. Sara became a digital leader in insurance.
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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.
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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.
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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.
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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 flexibility 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.
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Whatfix Digital Adoption Platform helped Sentry Insurance save $950,000 in training, support, and productivity costs. Sentry used Whatfix to create... in-app learning and self-help across eight applications, including Workday and Guidewire PolicyCenter. The solution reduced training content creation time by 40% and cut 100 daily support tickets. Sentry improved user onboarding, support, and customer satisfaction with Whatfix's no-code tools. The platform enabled fast integration and supported over 75,000 customers and 2,000 associates.
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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 solution also increased scalability. The business became more agile. The case shows the value of composable platforms in insurance.
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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 easy 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.
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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.
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Verint Speech Analytics helps Aviva process over three million calls each year. The solution delivers 97% transcription and category accuracy.... Aviva uses these insights to identify repeat callers and vulnerable customers. This enables the company to create watchlists and improve customer experience. The platform supports strong CX across all customer groups in the insurance sector.
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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 reasons 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.
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Taboola Video helped AIG Israel boost purchase intent for mortgage insurance by 30% in just 30 days. The campaign reached... 400,000 people and drove 50% of new buyers to start their journey with Taboola. AIG Israel used video creatives and retargeted viewers with sponsored content. The digital marketing strategy focused on educating consumers and removing barriers to purchase. Taboola proved to be the top-performing channel for new customer acquisition.
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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 different 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.
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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 service from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
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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 service from Foundant. The solution made their process simpler. The company found it easy to use and cost-effective.
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Docusign helped AAA Washington speed up insurance agreement processing. The company switched from manual paperwork to digital templates. This change... cut average agreement completion time from about 14 days to 1.1 days. Now, 87% of agreements finish in three hours. Monthly sales increased. Agents using Docusign closed more business than those who did not.
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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.
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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 metrics are mentioned.
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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.
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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 AI 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.
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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 applications. The strategy helped PolicyMe get high-quality customers and better brand visibility. Affiliate marketing made PolicyMe's growth cost-effective and strong.
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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 system 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.
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Billtrust Invoicing and Payments helped HDI Global Insurance achieve 100% electronic invoice delivery. The insurer automated invoice and payment processes,... giving brokers an online portal for easy management. Billtrust Cash Application reduced unapplied cash items by 40%. Days sales outstanding (DSO) dropped by at least 5 days. The solution improved cash flow and reporting for HDI Global Insurance.
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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.
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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 session 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.
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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 for 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.
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DialShree by Elision helped Mahindra Insurance Brokers Limited (MIBL) boost operational productivity and efficiency by 87. 94%. MIBL faced challenges...with manual dialing, limited scalability, and no mobile app. Elision provided a unified cloud contact center, workflow automation, and third-party integrations. The solution enabled remote work, improved agent efficiency, and streamlined customer communication. MIBL saw 3x higher customer satisfaction and smoother operations.
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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 the conversions came from segments that were previously overlooked. The solution focused on best-fit plan recommendations and omni-channel promotion.
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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.
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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 Hedvig 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.
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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 running 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.
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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.
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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, targeting 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.
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Iron Mountain Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe achieve a 70% signature rate on customer addendums, double the industry average. The company needed... to secure its portfolio and meet strict regulatory requirements. iBPM managed complex workflows, digital and paper signatures, and compliance for 1.5 million documents. The project led to full portfolio securitisation and improved customer satisfaction.
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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.
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Meltwater helped Manulife-Sinochem improve social media monitoring and crisis alerting. The insurance company needed better data from Chinese media to... inform content strategy and manage brand reputation. Meltwater set up complex search queries and reporting, giving Manulife-Sinochem a clear view of social conversations. The solution reduced data collection time and enabled more targeted, topic-centric content. Manulife-Sinochem now connects better with audiences and manages potential crises faster.
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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 platform made it easy to manage campaigns and track results. Agria raised more money for animal welfare with Kolsquare.
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Text Request helped Brown’s Insurance Agency, Inc. offer compliant texting for clients. The agency needed a way to save and... document text conversations easily. Text Request provided automatic message saving, time stamping, and allowed texting from their existing business number. The setup was fast and affordable, with no contracts or setup fees. Clients now respond quickly to reminders and document requests, improving customer service and engagement.
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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 easy 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.
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BenefitsGuide Insurance Agency Management System helped Maddock Insurance automate tasks and reduce manual work. The team used workflow automation to... manage renewals, RFPs, and onboarding. Real-time dashboards on Salesforce gave them visibility into every step. This improved accountability and made sure nothing was missed. Maddock Insurance now serves clients better and grows their business with less effort.
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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.
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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 repeatable 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.
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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 workflows, 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.
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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 meaningful. 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.
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Empuls helped ACKO digitize their rewards and recognition program. The integration process was smooth. The support team made the transition... easy. Early feedback from users has been positive. ACKO looks forward to more benefits from Empuls.
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Onclusive delivered a monthly Voices tracker to Aviva. This tool measured stakeholder sentiment from the public, customers, distributors, and journalists.... Human analysis captured nuanced feedback about Aviva and the insurance industry. Monthly reports helped Aviva's reputation, communications, and policy teams make better decisions. Aviva used these insights to protect and grow its brand reputation.
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XaitWebProposal helped Verspieren, a large insurance brokerage, digitize its sales process. The company faced long, complex sales cycles and needed... to improve message consistency and client experience. XaitWebProposal enabled interactive mini-websites for proposals, replacing rigid PowerPoint decks. Account managers saved time, improved professionalism, and delivered consistent, flexible presentations. Clients found it easier to understand complex insurance options, enhancing their experience.
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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.
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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 joining 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.
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Empuls helped ACKO digitize their rewards and recognition program. The integration process was smooth. The support team made the transition... easy. Early feedback from users has been positive. ACKO looks forward to more benefits from Empuls.
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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 replaced 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.
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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 and 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.
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ReferralHero helped Bikmo, a cycle insurer, launch a referral program in just two weeks. Bikmo used ReferralHero's customizable platform to... reward both referrers and referrals with £10 coupon codes. The program achieved a 20% successful new customer referral rate, lowering customer acquisition costs. Bikmo promoted the program through organic channels, Google Ads, and email. The solution made it easy to track referrals and automate rewards, supporting Bikmo's growth in the UK, Germany, Austria, and Ireland.
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Perion's programmatic DOOH platform helped nib connect with rugby fans during the 2025 Super Rugby Pacific season. nib used dynamic,... location-based ads to reach people near Eden Park on match days. Creative messages changed in real time based on the game's progress. The campaign delivered over 1 million impressions. nib built brand awareness and engaged fans with contextually relevant ads during key match moments.
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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 auto-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.
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Front helped Founder Shield, a commercial insurance brokerage, save 300 hours a month with automation. The company struggled with email... overload and slow response times before using Front. With Front, they automated workflows, improved collaboration, and centralized information from Salesforce. This allowed teams to respond faster and eliminated the need to hire extra staff. Founder Shield now delivers better customer service and maintains a high NPS score.
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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.
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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 functional, 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.
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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 with 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.
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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 Lighthouse 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.
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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 for 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.
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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 create 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.
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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 renewals 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.
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Mimecast helped Youi, a large insurance company, improve email security and compliance. Youi needed a better way to manage email... archiving and reduce IT workload. Mimecast provided a single, cloud-based solution for secure, compliant email archiving and robust threat protection. The Outlook integration made it easy for users to find archived emails. This reduced time spent on email management and improved customer communication reliability.
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