Success Stories | Customer Results & Use Cases in the Insurance

Digital Guardian Secure Collaboration helped a leading global insurance provider protect sensitive customer data for over 90 million clients in 60+ countries. The company needed... to secure PII and PHI shared through cloud platforms like Box, SharePoint, and OneDrive. Fortra’s solution enabled strong encryption, granular access controls, and seamless integration with existing security tools. The provider improved compliance, streamlined secure data sharing, and boosted employee productivity. No agents or plugins were required for secure access, making collaboration easy for all parties.
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Contentful helped Asurion manage 11,000 web pages with ease. Asurion migrated all content in just five months. Content authors now... control and update pages without developer help. The platform improved site reliability and reduced downtime. Asurion can localize content for many regions without growing its digital team. Contentful supports fast, scalable content management and better search rankings.
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Templafy helped If P&C Insurance centralize document templates for 6,500 employees across 11 countries. Employees now access up-to-date, compliant templates... from one place. Document creation is much faster and always follows brand guidelines. The company no longer relies on external agencies for branding. Staff save time and focus on more important tasks. Document quality and consistency improved for all business areas.
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Brokers Alliance used Concrete CMS to upgrade their website. The new site let agents register online with instant approval. This... cut down on phone calls and manual work. Agents got a custom dashboard to track sales and applications. Analytics helped Brokers Alliance see how agents used the site. The company saved money and gained recognition as a technology leader in insurance.
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Merkur Versicherung AG used Liferay to build a unified digital experience for over 300,000 users. They launched a mobile-first website,... self-service customer portal, and partner portals. Customers can view contracts, submit invoices, and book services online. Liferay enabled personalized content for employees, brokers, and partners. Flexible document management reduced maintenance work. The company now adds about 20,000 new portal users each year.
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MadCap Create and MadCap Syndicate helped a leading insurance software provider modernize training. The company published its first course in... under two months, cutting manual reorganization time. Modular content made it easy to update and reuse training materials. Translation costs dropped as teams reused previous translations. Learner engagement improved with interactive, web-based courses. The company now delivers timely learning as new product versions launch.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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Agility CMS helped Green Shield Canada move its website to a Jamstack architecture. The old server setup was costly and... hard to scale, causing downtime and higher expenses. With Agility CMS and Netlify, Green Shield Canada now pays only for what it uses. The new setup lets them manage over 25 years of content with fewer limits. Website performance and SEO improved after the migration.
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Contentstack helped RSA Insurance speed up content publishing and improve brand consistency. RSA moved content management in-house, reducing reliance on... third-party vendors. Content editors now control updates, making changes quickly and reducing errors. The company saw faster time to publish and better site performance. Brand trust and engagement increased across multiple regions.
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M-Files helped Austbrokers Countrywide improve document management. The insurance company used M-Files to streamline processes. This made it easier to... focus on customers. The solution supported business growth. M-Files helped the team work more efficiently. The company improved customer service with better information access.
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Windward helped CodeObjects cut document template creation time by 80%. Before, it took 3 weeks to make a template. Now,... it takes just 2-3 days. Setting up complex form rules is over 80% faster. Customer deployment dropped from 1 month to 5-10 days. Customers learn the new tool 70% faster than before. CodeObjects saves time and money with Windward's Word-based integration.
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VBG used Neos CMS to launch a new website for occupational health and safety. The site guides 1.7 million member... companies through legal requirements and offers tools like seminar search and FAQs. Neos CMS enabled a large editorial team to manage complex, legally binding content with WYSIWYG editing. Integrations with external systems and Elasticsearch help users find information fast. The project included 40 content modules, 5 APIs, and over 15,000 content nodes.
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Cigna Life Insurance New Zealand used ActiveDocs to automate document generation for its insurance products. The solution integrated with Cigna’s... internal and public-facing systems, supporting both underwriters and e-fulfilment. Cigna achieved fast, accurate document creation and reduced errors. The company standardized branding and improved compliance. Business users can now update templates quickly, boosting productivity and agility.
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Docsvault helped Thompson & French Insurance Brokers go paperless. The insurance firm struggled with lost time and poor document management.... After adopting Docsvault, they nearly doubled their efficiency. MS Office integration and PDF conversion made editing and storage easier. Search tools and folder monitoring saved time and reduced manual work. The team no longer needed a full-time person for scanning jobs.
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Concordia used LiveTiles Intranet and Microsoft SharePoint to modernize its internal communications. The company needed a simple, secure, and engaging... intranet for its 1,300 employees. The new platform improved employee engagement and made it easier to share information. It also helped teams collaborate and complete business-critical tasks faster. Early feedback from staff was very positive, showing strong adoption and satisfaction.
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Iron Mountain's Intelligent Business Process Management (iBPM) helped a mutual insurance company in Europe achieve a 70% signature rate on customer addendums. The company needed... to secure its portfolio and comply with strict legal and reinsurance regulations. Iron Mountain deployed iBPM to manage complex workflows and ensure confidentiality and security. The solution enabled the company to update and mail 1.5 million addendums, reaching a record signature rate twice the industry average. Piloting the project first allowed for quick problem-solving and smooth scaling.
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Animaker helped BGS Agency boost email open rates from 15% to 40%. The agency used Animaker to create custom animated... videos for insurance marketing. These videos made complex topics simple and engaging. Including videos in outreach emails led to a 20% increase in sales conversion. Animaker's platform gave full creative control and saved costs on video production.
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ELB Learning helped Blue Cross Blue Shield of Massachusetts cut call center onboarding time by 50%. The old process took... over 10 weeks and caused high turnover. ELB Learning created a new onboarding blueprint, personalized learning paths, and just-in-time support. They added new job aids and blended training to make learning easier. The new program improved employee retention and made training more effective.
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McGohan Brabender uses Vyond to create animated videos that explain employee benefits to clients and their employees. The team produced... a series of 27 videos covering topics like medical and dental coverage. These videos help clients make informed healthcare decisions and empower healthier living. Vyond allows easy customization for each client and supports creative storytelling. Clients appreciate the engaging format, which saves time and ensures consistent messaging.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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MadCap Create and MadCap Syndicate helped a leading insurance software provider modernize training. The company published its first course in... under two months, cutting manual reorganization time. Modular content made it easy to update and reuse training materials. Translation costs dropped as teams reused previous translations. Learner engagement improved with interactive, web-based courses. The company now delivers timely learning as new product versions launch.
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MadCap Create and MadCap Syndicate helped a leading insurance software provider modernize training. The company published its first course in... under two months, cutting manual reorganization time. Modular content made it easy to update and reuse training materials. Translation costs dropped as teams reused previous translations. Learner engagement improved with interactive, web-based courses. The company now delivers timely learning as new product versions launch.
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MadCap Create and MadCap Syndicate helped a leading insurance software provider modernize training. The company published its first course in... under two months, cutting manual reorganization time. Modular content made it easy to update and reuse training materials. Translation costs dropped as teams reused previous translations. Learner engagement improved with interactive, web-based courses. The company now delivers timely learning as new product versions launch.
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Liberty Mutual used AWS to move to a serverless-first approach. The company reduced computing costs to $60 per million transactions.... It now processes 100 million transactions monthly in its FCS system. Application build time dropped from 1 year to 3 months. Over 3,500 serverless patterns were deployed in one year. Staff spend less time on infrastructure and more on building quality solutions.
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Liberty Mutual used AWS to move to a serverless-first approach. The company reduced computing costs to $60 per million transactions.... It now processes 100 million transactions monthly in its FCS system. Application build time dropped from 1 year to 3 months. Over 3,500 serverless patterns were deployed in one year. Staff spend less time on infrastructure and more on building quality solutions.
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Flipsnack helped PINEYWOODS Benefits cut benefit guide creation costs by 80%. The agency used Flipsnack to quickly create and customize... digital benefit guides for clients. Interactive features like embedded links and videos made guides more engaging. The switch to digital guides led to a 100% client adoption rate. Flipsnack also enabled fast updates and strong branding for each client.
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IBA switched from a traditional CMS to Archbee for their end-user documentation. They needed better integration of written and API... documentation. Archbee provided a flexible platform with AI-assisted search. IBA now integrates documentation with their platform and is building tenant-based knowledge portals. This improved how they deliver information to customers.
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Zurich used personalized video to boost customer retention during insurance renewals. The company delivered renewal information in a video format... tailored to each customer. This approach made the experience more engaging and personal. Zurich aimed to reduce churn and build stronger customer loyalty. The case study highlights strategies and results from these video campaigns.
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Elucidat helped Domestic & General cut compliance fails by over 50% in key areas. The team used microlearning modules to... target knowledge gaps, making training more engaging and accessible. Over 6,800 employees completed courses voluntarily. This new approach led to a measurable drop in compliance issues and boosted employee engagement. The company now sees a culture of curiosity and proactive learning.
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Nixxis Contact Suite helped Europ Assistance improve customer support. The company needed better visibility and faster response for thousands of... daily calls. Nixxis delivered real-time reporting and a stable, modern platform. Assist speed increased by 15%. Customer satisfaction rose by 25%. Workforce distribution improved during call peaks. Europ Assistance is now recognized as a center of excellence in customer support.
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CNM Prévoyance Santé, a French supplemental health insurance company, chose Vocalcom Hermes to run 100% remote customer service. The company manages... over 80,000 inbound and outbound calls yearly with two contact centers. Vocalcom's platform helps CNM answer 96–98% of calls and personalize service for 90,000 members. Integration with CRM and business tools enables efficient, omnichannel engagement. Real-time supervision and IVR management boost contact center performance.
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Foyer Global needed to serve expat customers in 15 languages across 5 continents. They wanted a seamless omnichannel cloud solution... for speed, efficiency, and unified workflows. AnywhereNow integrated with Microsoft Teams and Salesforce to connect all communications in one system. This helped Foyer Global improve customer experience and maintain their digital workspace. The solution supported their international health insurance services.
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Ozonetel's smart IVR helped ACKO cut IVR time by 20%. The system improved routing accuracy by 20% and made resolutions... 50% faster. ACKO automated 3,000 customer requests per month with self-service IVR. Customer satisfaction reached 90%, 15% higher than the industry average. Freshdesk integration gave agents context, reducing handle times by 50%.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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Avaya helped Aflac improve customer and employee experiences. Aflac saw an 11-point increase in Customer Ease and a 15% drop... in handling time. Agent tenure rose by 10 points, making the team more experienced. Aflac used Avaya technology for call journey automation and AI agent assist. These changes led to higher customer satisfaction and more referrals.
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FCT used CallMiner to analyze 100% of customer interactions, moving beyond quarterly surveys. This gave them real-time, data-driven insights into... customer sentiment and needs. The company improved agent coaching and product development using AI-based feedback analysis. They saw a 73% drop in calls and saved $21,000 by adjusting agent scripts. FCT now uses customer insights to inform marketing, sales, and cross-departmental strategies.
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MaestroQA helped Attune Insurance move away from spreadsheets for quality assurance. Attune saw a 30% increase in CSAT, a 120%... decrease in agent ramp time, and a 300% increase in monthly coaching sessions. The platform enabled Attune to scale their customer experience team from 3 to over 100 agents. MaestroQA supported a flexible QA workflow, improving feedback and maintaining high service quality as the company grew. Attune used MaestroQA to define and uphold their brand experience across all customer interactions.
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Alvaria CXP helped The General, an auto insurance provider, improve customer service with advanced IVR and SMS self-service tools. Over 65% of... callers now complete tasks in the IVR, up from a typical 30% rate. This led to significant cost savings and higher customer satisfaction. More than 50% of customers opted in for proactive payment and renewal reminders. The General reduced labor costs and policy lapses while increasing retention.
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Healthcare Navigator LLC uses Unitel Voice to help seniors with Medicare decisions. The team relies on call recording to meet... compliance rules and keep client records organized. Their toll-free number rings multiple agents, so clients never miss a call. Affordable pricing and easy-to-use features make Unitel Voice a good fit for their business. This phone system helps them deliver better service and stay compliant.
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CallShaper helped Tyler, an independent insurance agency owner, streamline compliance and boost campaign agility. Before CallShaper, Tyler used a mix... of Twilio, JustCall.io, and Aircall.io, which slowed down campaign launches and required manual work. With CallShaper, Tyler can launch new campaigns in under two hours without developers. The platform automates compliance, integrates with his CRM, and reduces setup time by 80%. Tyler eliminated three tools, simplified training, and reduced compliance risk for Medicare campaigns.
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Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
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Sigma helped a leading US insurance company cut reporting costs by 90%. The company replaced manual, error-prone workflows with Sigma’s... self-service analytics. Business users now build reports without IT help, using a spreadsheet-like interface. Claims reporting that cost $60,000 per month is now automated. Time-to-value for business studies reports improved by 75%. Sigma’s integration with Snowflake ensures real-time data and better security.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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Nationwide Insurance used H2O. ai to build a centralized data science team. They created a patented model factory to monitor...AI and ML models across their business. With H2O Driverless AI, they rapidly explored data and prototyped models for customer retention, fraud, and risk segmentation. The company achieved millions in savings and scored 25 billion models. H2O.ai helped deliver stable, unbiased models and improved member services.
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Hevo helped ProtectAll save $60,000 in maintenance and tooling costs by replacing Pentaho. The company also saved over 30 hours... each week by eliminating manual data-hunting. ProtectAll unified data from Sage, Zoho One, and other platforms into a central analytics layer. Real-time portals and automated reporting improved transparency for dealers and technicians. Leadership now uses unified dashboards for faster, smarter decisions.
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KNIME Analytics Platform helped Anadolu Sigorta boost their fraud detection rate by 51%. The company built an in-house fraud detection... system, replacing a costly third-party tool. KNIME enabled real-time claim scoring and automated workflows, cutting fraud investigation time from months to hours. Anadolu Sigorta prevented 146 million Turkish Liras in fraudulent payments and reduced false positives by 31%. Over 200 staff learned data science skills using KNIME's no-code tools.
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Abeille Assurances used Precisely's Spectrum Spatial Analyst to improve risk assessment and customer experience. The GeoAnalytics team enabled over 95... users to access and analyze 100 GB of spatial data and 50 GB of raster data. Teams gained autonomy, visualized risks, and made faster decisions. The solution helped deploy 12 projects and improved geocoding accuracy for claims and underwriting. The company now plans to migrate these tools to the cloud for even greater efficiency.
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Qoala used Holistics to centralize their business intelligence. Their data was scattered across many sources and formats. This made it... hard to answer partner questions and track performance. Holistics helped them bring all their data together. Now, Qoala can quickly access insights and improve productivity. The team can answer partner questions faster and manage product data better.
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Sisense helped Hastings Mutual Insurance modernize its analytics. The company replaced slow, static reports with self-service dashboards. Reporting times improved... by 98%. 25% of employees now use 180 active dashboards. Sisense embedded analytics in the agency portal, giving 760+ external users daily business insights. Hastings Mutual saw a 2% revenue increase and identified $50M in upsell opportunities for partners.
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Sisense helped Hastings Mutual Insurance modernize its analytics. The company replaced slow, static reports with self-service dashboards. Reporting times improved... by 98%. 25% of employees now use 180 active dashboards. Sisense embedded analytics in the agency portal, giving 760+ external users daily business insights. Hastings Mutual saw a 2% revenue increase and identified $50M in upsell opportunities for partners.
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Wyn Enterprise helped Anchor Risk and Claims Management modernize their reporting system. Anchor Risk migrated from Crystal Reports to Wyn... to cut costs and improve report flexibility. Wyn’s fast implementation saved them about half a million dollars. The platform enabled clients to run their own reports, reducing manual work. Anchor Risk valued Wyn’s flat-fee licensing, responsive support, and easy-to-use reporting tools.
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Pyramid Analytics helped vdek, a German health insurance association, manage 1. 5 billion records and support 275 users. vdek used...self-service analytics to prepare for hospital budget negotiations and simulate new charging systems. The platform enabled forecasting of costs and improved decision-making during negotiations. Employees gained the ability to interact with data directly, reducing the burden on IT. vdek met both cost and quality requirements with Pyramid Analytics.
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Moodle helped Asuransi Astra boost learning engagement by 340%. The company needed a flexible, mobile-friendly platform for its 1,700 employees.... Moodle's responsive design and mobile app made training accessible anywhere. Employees now use the platform to share knowledge and track learning. The shift improved participation and made learning part of daily work.
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ELB Learning helped Blue Cross Blue Shield of Massachusetts cut call center onboarding time by 50%. The old process took... over 10 weeks and caused high turnover. ELB Learning created a new onboarding blueprint, personalized learning paths, and just-in-time support. They added new job aids and blended training to make learning easier. The new program improved employee retention and made training more effective.
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Sponge Learning delivered a blended learning solution for AXA Business Insurance. The program combined face-to-face training, digital games, and micro... elearning to boost emotional intelligence and empathy in customer service. After nine months, positive customer comments rose by 113%. Formal complaints dropped by 24%. Top-rated calls by insurance advisors increased by 114%. Over 80% of employees approved the program for engagement and job application.
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Learning Pool created an interactive e-learning course for Swiss Re to explain their Digital Governance Framework. The course uses animation,... motion graphics, and interactive scenarios to engage over 12,000 employees. Around 500 staff have already completed the non-mandatory training. Feedback has been positive, with users finding it fun and comprehensive. Swiss Re plans to make the course mandatory for its IT division.
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Learning Pool created an interactive e-learning course for Swiss Re to explain their Digital Governance Framework. The course uses animation,... motion graphics, and interactive scenarios to engage over 12,000 employees. Around 500 staff have already completed the non-mandatory training. Feedback has been positive, with users finding it fun and comprehensive. Swiss Re plans to make the course mandatory for its IT division.
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Path LMS helped Virginia Land Title Association double its membership in just ten months. VLTA faced declining membership and an... outdated online presence. They launched a new learning portal and revamped their website. The association converted courses to online, for-credit formats and introduced all-inclusive pricing. Membership revenue rose by 34%, and combined membership and education revenue increased by 45%.
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Bricker Insurance Education used DigitalChalk LMS to improve their insurance training programs. They needed a simple way to create and... launch courses without technical skills. DigitalChalk made it easy to upload materials and start new courses fast. The platform saved them time and money by streamlining course delivery. Its reporting tools helped them meet regulatory compliance with daily reports. Even users with little tech experience found the system easy to use.
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Docebo helped Insurity move from costly, in-person training to a scalable online learning platform. Insurity saw a 50-point increase in... employee NPS and a 30x rise in active users. 90% of employees now report growth and learning opportunities. Automated compliance training and integrated third-party content improved efficiency. Employee retention and satisfaction increased, with more internal promotions and returning staff.
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Vero used Go1 to build a broker learning campus for its network. The goal was to support brokers' professional development... and make training accessible to all partners. Go1 worked closely with Vero to create a scalable, cost-effective online platform. The partnership helped Vero win a Gold Award for Broker Training and Development. The Vero Learning Campus is now an industry-leading solution in Australian insurance.
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Plecto and Aircall helped The Insurance Surgery boost daily calls by 50%. The company moved from paper-based systems to real-time... dashboards and gamification. With Plecto's integration, sales and support teams tracked live call data and performance. Gamification features increased motivation and sales. The transition was fast and easy, with no disruption to business. Now, over 200 calls per rep per day is the new standard.
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AmplifAI helped a Fortune 500 insurance provider increase supervisor productivity by 40%. Supervisors saved an average of 3 hours per... day using role-based dashboards and auto-generated coaching actions. The solution unified data from multiple systems and automated follow-up coaching. This brought consistency to supervisor actions and improved team performance. Leaders saw faster, more accurate coaching decisions and better agent outcomes.
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Trupanion used Observe. AI’s Post-Interaction AI to improve quality assurance in its remote contact center. Before, managers could only review...a few calls per agent each month. With Observe.AI, they automated QA, expanded coverage, and gained deeper insights. This helped them coach agents better and spot trends in customer interactions. As a result, Trupanion increased customer retention, raising the save rate on cancellation calls from 20% to 25%.
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Dynatrace helped Al Rajhi Takaful boost insurance renewals by up to 80%. The company gained real-time visibility into customer journeys,... allowing teams to quickly spot and fix issues. Root cause analysis time dropped from 10 hours to just 15 minutes. Al Rajhi Takaful reduced its monitoring tools from five to two. Application response times improved from eight seconds to under one second. These changes led to better customer experiences and higher revenue.
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Centrical helped SwissLife Select boost insurance sales by 10. 4% per agent. The company wanted employees to sell new products,...not just familiar ones. Centrical's mobile app set dynamic goals and tracked performance in real time. Salespeople competed in challenges and felt motivated. New product sales rose by 45%. Top performers increased their sales by 30%. The company saw three times higher quota attainment.
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PerformYard helped Western National Insurance Group move from paper-based and ineffective digital performance reviews to a flexible, customizable online system. The company needed... a solution that could support annual reviews, mid-year check-ins, and formal feedback for about 750 employees. After a failed attempt with a payroll system module, they chose PerformYard for its adaptability and strong customer support. Managers now track goals, competencies, and feedback in one place. Employees and managers benefit from easier access to performance records and more meaningful review conversations.
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SalesScreen helped Allianz boost engagement and motivation across remote sales teams. Real-time notifications and a shared feed let everyone celebrate... wins together. Managers used the mobile app to stay connected and give feedback, even outside office hours. The UK sales team nearly hit 100% of their targets before Q4. Friendly competition and new reward options increased team morale and inclusion.
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Funifier helped Wiz Soluções boost outbound insurance sales. Over 1,500 agents used Salesforce CRM to manage more than 1 million... leads. Lead handling jumped 1013% from 31,671 to 352,550 in one year. Sales rose 155%, from 25,103 to 64,109. Planning execution improved by 80%. Funifier's gamification tools drove engagement and results.
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Front helped Branch Insurance boost their CSAT score from 85% to 90% in six months. The company cut customer response... times by 75%, dropping from 5.5 hours to 1.4 hours. Branch saw a 482% ROI and saved over $715,000 in productivity and costs after switching from Zendesk. Their support team now handles double the message volume with only three additional staff. Front’s analytics and intuitive design improved onboarding speed and team collaboration.
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BriteCore helped Bremen Farmers Mutual Insurance Company boost business operations productivity by over 30%. The insurer replaced a legacy system... with BriteCore’s cloud-based platform, automating manual processes and eliminating costly workarounds. Agents gained real-time access to policyholder data, and the company cut printing and postage costs by 15x. After implementation, Bremen Mutual maintained premium levels with a team two-thirds smaller than before. Integrations with vendors like LexisNexis and Sage Intacct further streamlined workflows.
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CRMNEXT helped a leading life insurance company manage over 30 million customers across 350 branches. The company saw a 250%... increase in first-time resolution rates and an 80% improvement in straight-through processing. Sales turnaround time improved by 70%, and operating expenses dropped by 28%. The CRM platform unified customer data, automated workflows, and integrated 18 systems. This led to better customer service and significant cost savings.
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Lunar CRM helped a claims management company automate manual processes. The team built custom reporting and new workflows for the... business. Managers now track performance with integrated tools. The reporting suite highlights areas for improvement. Sales workflows help maximize every new lead. The company saw better performance after using Lunar CRM.
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Tysers used OutSystems to launch its Tconnect platform, replacing slow, paper-based processes. The MVP was delivered in just four months.... Tysers achieved a 60% faster customer query resolution, reducing average response time from 15 to 6 days. The company saved 400 hours per week for 200 staff by automating workflows. Tconnect now manages the full policy lifecycle and supports scalable growth.
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OnePageCRM helped Advocate Health Advisors recruit and manage insurance sales agents. David Fent used the CRM to track agent progress,... organize contact information, and automate follow-ups. The tool made it easy to personalize communication and move recruits through onboarding stages. Outlook integration allowed seamless email and calendar syncing. David says OnePageCRM saves him a lot of time and boosts productivity in recruiting.
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Zendesk helped PURE Insurance modernize internal support, starting with IT and expanding to 16+ teams. The company replaced chaotic email... inboxes with a single platform, improving visibility and accountability. Employee satisfaction reached 100%. First reply times improved by 86%, and ticket resolution sped up by 41%. Zendesk enabled fast onboarding for new teams and robust reporting for leadership.
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Zendesk helped PURE Insurance modernize internal support, starting with IT and expanding to 16+ teams. The company replaced chaotic email... inboxes with a single platform, improving visibility and accountability. Employee satisfaction reached 100%. First reply times improved by 86%, and ticket resolution sped up by 41%. Zendesk enabled fast onboarding for new teams and robust reporting for leadership.
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Animaker helped BGS Agency boost email open rates from 15% to 40%. The agency used Animaker to create custom animated... videos for insurance marketing. These videos made complex topics simple and engaging. Including videos in outreach emails led to a 20% increase in sales conversion. Animaker's platform gave full creative control and saved costs on video production.
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Glia helped Celina Insurance Group upgrade from a basic chat tool to a full digital customer service platform. Agents now use... chat, voice, video, screen sharing, and CoBrowsing to connect with Celina teams. The new system lets agents get help faster and choose who they talk to. Celina saw a 4.93 out of 5 agent satisfaction score and a 10 out of 10 support rating. The solution improved agent loyalty and made support more efficient.
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Allianz Partners used Vimeo to shift from in-person events to a video-rich marketing strategy. The team produced over 350 hours... of training content and hosted 5 live streams per week. They managed 8,800+ videos and reached 16,000 unique viewers. Vimeo helped them collaborate globally and distribute content across social, email, and internal channels. This improved their ability to reach expats and partners worldwide.
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Kapnick Insurance Group used Dubb to boost sales and stand out in the insurance industry. The team used Dubb’s LinkedIn... integration, video email, and video landing pages to reach more clients. They created 429 videos and saw a 52% email click rate. Video content led to higher engagement and stronger relationships. Dubb helped Kapnick Insurance Group connect with clients and employees during the pandemic.
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UNIQA used Motionlab Platform to send personalized videos to their insurance clients. The campaign aimed to upsell existing customers and... offer extra assistance services. UNIQA saw a 400% increase in click-through rate compared to regular newsletters. The conversion rate reached 11%. Clients responded positively, and the sales team praised the results.
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Playable helped Tryg, Denmark's largest insurance company, boost lead generation with a dental health quiz. The campaign used gamification to... educate people about dental insurance in a fun way. Tryg gathered 595 leads, with a 29% conversion rate and an average engagement of 51 seconds. The CRM team gained more control by building campaigns in-house. Playable enabled Tryg to balance informative content with engaging experiences.
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AdjusterTV Plus used Uscreen to launch a premium education platform for insurance adjusters. Founder Matt Allen created two revenue streams:... memberships and individual courses. He used YouTube to drive traffic and gather pricing feedback from his audience. Uscreen’s content organization tools helped him guide users step by step. In one year, AdjusterTV Plus grew monthly recurring revenue to $16,000, a 409% increase.
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AppMan used Ant Media Server to build a secure video communication platform for insurance workflows. The solution enabled low-latency, high-quality... live video for remote car inspection and insurance sales. AppMan met strict security and compliance needs and integrated video with eKYC systems. Deployment through AWS Marketplace made setup fast and simple. The platform improved reliability and helped launch new digital insurance services.
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Zeotap’s Customer Data Platform unified all customer data for a leading EU insurance company. The platform created a single customer... view and managed consent across channels. Predictive Audiences identified the best upsell targets. User Journey Orchestration enabled precise, multi-channel targeting. The company saw a 5.5% increase in upsell across key touchpoints.
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Redpoint technology helped a large healthcare payer cut member segment build time by 80%. The payer unified data from many... sources to personalize member engagement. Redpoint enabled real-time interactions and campaign automation. Over 300 campaigns were migrated to Redpoint from other platforms. The payer improved member outcomes and lowered medical costs. Multivariant testing and predictive recommendations increased member activation.
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OnBase by Hyland helped a property and casualty insurer cut new policy processing from two days to 20 minutes. The insurer integrated... OnBase with Guidewire ClaimCenter, giving 1,500+ staff instant access to all claims data. The solution eliminated paper files, saving over $1.5 million each year. OnBase automated workflows, improved accuracy, and enabled first-call resolution. Staff now handle high claim volumes without sacrificing service.
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Tealium’s Customer Data Platform helped Mutual of Omaha unify policyholder data for real-time personalization. The company used Tealium to create... secure, consolidated customer profiles from multiple data sources. This enabled targeted cross-selling and improved marketing decisions. Real-time insights allowed faster responses to customer needs. The solution also reduced data management complexity and optimized resource usage.
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Tealium’s Customer Data Platform helped Mutual of Omaha unify policyholder data for real-time personalization. The company used Tealium to create... secure, consolidated customer profiles from multiple data sources. This enabled targeted cross-selling and improved marketing decisions. Real-time insights allowed faster responses to customer needs. The solution also reduced data management complexity and optimized resource usage.
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Recordsure's Capture app helped a national roadside assistance and insurance provider oversee 110 field sales agents across the UK. The app enabled... secure, high-quality recordings of 1,700 sales conversations per month in busy public spaces. Central sales management gained digital access to conversation data, improving transparency and sales process tracking. Manual documentation was replaced with digital forms, speeding up data capture and compliance. Over 51,000 conversations were securely logged, supporting better product matching and regulatory evidence.
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CustomerLabs 1PD Ops helped Dundas Life cut retargeting campaign costs by 67%. They used Conversion API and smart audience segmentation... to improve ad performance. Event Match Quality score rose from 3 to 7 out of 10. Top-of-funnel campaign CPL dropped by 60%. Lead acquisition doubled compared to previous campaigns. Dundas Life used first-party data to build better lookalike audiences and lower costs.
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CAA Club Group chose Aptitude Software for its IFRS 17 compliance needs. The company valued Aptitude’s deep insurance industry expertise... and the completeness of its IFRS 17 solution. Aptitude’s software will help CAA Club Group implement the standard faster than other vendors. The partnership aims to streamline regulatory compliance and support finance transformation.
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Walmeric Connect helped Verti, a digital insurance company, improve mobile SEM results. Verti saw a 27% increase in potential clients... from mobile SEM. The mobile SEM conversion rate grew six times. Sales from mobile advertising more than doubled. The cost per acquisition dropped by 69% for call center leads compared to online. Walmeric enabled automated lead processing and integrated data from multiple sources.
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Emburse Professional helped Pharmacists Mutual Insurance Companies cut reimbursement time by 12 days. The company eliminated 4,800 sheets of paper... per year and saved $1,944 annually by removing postage costs. Credit card reconciliation became three days faster. Employees adopted the digital platform quickly, and finance teams gained better oversight. User satisfaction improved with intuitive onboarding and responsive support.
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Emburse Professional helped Pharmacists Mutual Insurance Companies cut reimbursement time by 12 days. The company eliminated 4,800 sheets of paper... per year and saved $1,944 annually by removing postage costs. Credit card reconciliation became three days faster. Employees adopted the digital platform quickly, and finance teams gained better oversight. User satisfaction improved with intuitive onboarding and responsive support.
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Emburse Professional helped Pharmacists Mutual Insurance Companies cut reimbursement time by 12 days. The company eliminated 4,800 sheets of paper... per year and saved $1,944 annually by removing postage costs. Credit card reconciliation became three days faster. Employees adopted the digital platform quickly, and finance teams gained better oversight. User satisfaction improved with intuitive onboarding and responsive support.
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Emburse Professional helped Pharmacists Mutual Insurance Companies cut reimbursement time by 12 days. The company eliminated 4,800 sheets of paper... per year and saved $1,944 annually by removing postage costs. Credit card reconciliation became three days faster. Employees adopted the digital platform quickly, and finance teams gained better oversight. User satisfaction improved with intuitive onboarding and responsive support.
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Emburse Professional helped Pharmacists Mutual Insurance Companies cut reimbursement time by 12 days. The company eliminated 4,800 sheets of paper... per year and saved $1,944 annually by removing postage costs. Credit card reconciliation became three days faster. Employees adopted the digital platform quickly, and finance teams gained better oversight. User satisfaction improved with intuitive onboarding and responsive support.
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Valona helped HSBC Assurances Vie get better market intelligence for insurance. The strategy team used Valona to gather and filter... information from many sources. This saved time and reduced manual work. Valona’s AI and analysts gave HSBC Assurances Vie custom insights about their market and competition. The company now shares key insights with teams through newsletters and alerts. HSBC Assurances Vie can track competitors and set return rates on time. Valona is now a key part of their decision-making process.
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Mention helps ACS, a French insurance company, track online conversations about their brand and industry. ACS uses Mention to respond... quickly to customer reviews and questions on forums, blogs, and social media. The tool alerts ACS to negative feedback, allowing them to resolve issues fast and protect their reputation. ACS saves significant time by monitoring competitors and industry trends in one place. This improves their marketing strategy and customer service.
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Bradesco Seguros used Verint Speech Analytics and Verint Quality Bot to improve customer experience. The company automated call evaluations and... reduced manual work. Bradesco saw a 9-point increase in NPS and cut product-related complaints by 55%. They also reduced resources for standardized activities by about 70%. These changes helped Bradesco boost service quality and customer loyalty.
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LALUX Assurances used NETVIBES OneCall to unify customer data from multiple systems. The solution gave staff a 360° view of... customers, improving sales efficiency and customer service. The platform's intuitive interface and powerful search engine made it easy to deploy and use. LALUX completed the rollout in just four months. The new system helps agents and employees provide faster, more relevant advice to customers.
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Facelift Social Share helped HDI turn sales partners into brand ambassadors. HDI used the tool to boost social media reach... and employer branding. The pilot project focused on making content sharing easy for sales teams. 72% of users said the app needed no improvement. 100% would recommend it to others. The app cut content promotion time in half for users.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Zoomifier helped Eastern Alliance Insurance move from static PDFs to interactive presentations. This change made client onboarding easier and increased... engagement. The team now customizes content for agents and clients, building stronger relationships. Creating and updating reports is faster, saving time and reducing errors. Data tracking lets them follow up better and work with larger accounts. Zoomifier supports their digital-first strategy and helps them grow in the insurance market.
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Madhive helped a Colorado auto insurance brand lower its cost per acquisition by 55%. The company used CTV ads to... reach over 6 million viewers and target ideal audience segments. Retargeting led to a 19% increase in quotes and a 40% increase in policy binds. Profile sign-ups rose by 129%. Viewers who saw ads more than once were 77% more likely to convert. The campaign created an 18-day funnel for optimizing conversions.
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Sopro helped Insureflow, an insurtech scaleup, generate over 100 leads in just three months. The outbound campaign used a targeted... list of 6,000 contacts. This approach boosted brand awareness and pipeline growth. Insureflow reached new industry players and started planning for a dedicated sales team. The campaign turned brand recognition into real business opportunities.
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LegacyShield wanted a scalable platform to manage sales enablement and marketing automation. They needed better control over messaging and voice.... Mindmatrix provided a solution that helped LegacyShield target partners with the right messages at the right time. The platform improved how LegacyShield communicated with partners. This made their outreach more effective.
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Synap helped the Medical Defence Union improve medical students' exam scores by 30%. MDU used Synap's online assessment platform to... give members access to dynamic question banks and real-time feedback. Students could practice in different exam modes and get detailed performance analytics. The platform's Spaced Learning algorithms boosted engagement and long-term retention. Mobile apps made it easy for busy students and doctors to study anywhere.
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Salesframe helped LähiTapiola centralize sales materials and create a unified meeting model. Sales reps now use a consultative approach in... both in-person and remote meetings. Content is always up to date and easy to access, making meetings more interactive and relevant. Marketing can track content usage and improve campaigns. LähiTapiola saw better cross-selling, more consistent meetings, and stronger sales-marketing collaboration.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Bluebird helped Northbridge save $500k each year by streamlining sales operations. Northbridge used Bluebird to qualify leads and route them... to the best sales agents. The platform eliminated spreadsheets and improved lead workflow. Sales agents now see the full lead journey and act faster. Northbridge integrated Bluebird with tools like Salesforce and HubSpot for quick results.
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Aetna Pharmacy Management used FormAssembly to automate Salesforce data collection. Before, staff had to re-enter data by hand. With FormAssembly,... they created Web-to-Case forms that sent issues directly into Salesforce. They also built account management surveys with prefilled fields. This made updating records faster and easier. Staff found the forms easy to create and update, saving time and reducing errors.
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PX helped Spring Venture Group reach more potential customers for insurance comparison shopping. SVG used PX to access a larger... pool of leads and measure sources in one place. They segmented leads and used dynamic pricing to match payouts with value. Daily feedback from sales into PX allowed fast optimization. SVG scaled outcomes by up to 13x while keeping CPA below target.
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Aetna used Distribution Engine to automate case routing in Salesforce. Before, managers spent up to 8 hours a day assigning... cases by hand. Now, cases are matched to agents based on location, hours, and case type. This change saved over 8 hours daily and improved team productivity. The solution also reduced manual work and made reporting easier for managers.
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Snitcher helped Adacta identify 5x more website visitors than other tools. Adacta gained full account-level engagement data for better ABM... targeting. The marketing team now sees which insurance companies are researching their solutions. They eliminated wasted ad spend by filtering out non-ICP traffic. HubSpot integration made workflows seamless for sales and marketing.
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ChannelNet built a website for UAW Retiree Medical Benefits Trust to help manage retiree benefits. The site lets administrators update... benefit criteria and add wellness content easily. It uses a content management system for full control over site updates and member feedback. The solution aims to automate processes and lower servicing costs. It also helps increase customer satisfaction by improving communication with retirees.
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Botify helped Post Office increase organic traffic by 10%. The team used Botify’s AI-powered SEO platform to improve site structure... and content discoverability. They reduced redirects by 48% and cut crawl budget waste by 17%. Monthly sessions with Botify experts uncovered new optimization opportunities. The Post Office team now saves hours each week and has gained recognition for their SEO transformation.
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Botify helped Post Office increase organic traffic by 10%. The team used Botify’s AI-powered SEO platform to improve site structure... and content discoverability. They reduced redirects by 48% and cut crawl budget waste by 17%. Monthly sessions with Botify experts uncovered new optimization opportunities. The Post Office team now saves hours each week and has gained recognition for their SEO transformation.
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Semalt helped Final Expense Rate, a life insurance brokerage, grow organic traffic by 275% in 13 months. The team rebuilt... the website, improved its structure, and added a custom insurance rate calculator. They optimized on-page SEO, created unique content, and launched a targeted link-building campaign. As a result, 776 keywords reached Google’s top 10, and monthly visits increased by 1,545. The client saw strong growth in both Google and Bing rankings.
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urllo helped a multinational insurance company cut redirect management costs by 65%. The company managed over 500 domains and needed... a secure, automated solution for redirects. urllo's Enterprise plan replaced their in-house system, giving them full control and advanced analytics. The team now spends less time on manual work and more on business improvements. urllo also improved security by identifying hacking attempts and providing 100% uptime.
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Western Financial Group used Lumar to improve their website's technical design. They aligned their site with search engine best practices.... This helped boost their website performance. The team focused on technical SEO improvements. As a result, their site became more visible to search engines. Lumar supported their digital marketing goals.
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2-10 Home Buyers Warranty used seoClarity's Content Fusion and Professional Services to boost their SEO. They rewrote key landing pages,... optimized their pricing and FAQ pages, and followed targeted recommendations. Their homeowners warranty page saw a 102% increase in ranking terms. The pricing page's organic traffic jumped 933%. The FAQ page traffic rose 235%. Overall, they achieved a 77% year-over-year increase in organic traffic and a 131% rise in top 3 keyword rankings.
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Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
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Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
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Sara Assicurazioni used TIBCO and AWS to move from legacy systems to a cloud platform. The company reduced infrastructure costs... by 50%. Business transactions now finish in half the time. Claims open in minutes, not hours. Service downtime of 2-3 hours was eliminated. The insurer now delivers two or more application releases per week. All employees have mobile access to applications.
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Zapier helped Arden Insurance automate over 34,000 work hours in a year. The company saved more than $500,000 in overhead... costs. Automated workflows now handle past-due notices and mailing legal documents. These automations helped collect over $150 million in payments. Customer service reps spend less time on manual tasks and more time helping clients. Arden Insurance uses Zapier to run business-critical processes with fewer resources.
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Redpoint technology helped a large healthcare payer cut member segment build time by 80%. The payer unified data from many... sources to personalize member engagement. Redpoint enabled real-time interactions and campaign automation. Over 300 campaigns were migrated to Redpoint from other platforms. The payer improved member outcomes and lowered medical costs. Multivariant testing and predictive recommendations increased member activation.
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RedEye’s Marketing Automation platform helped LV=, a leading UK insurer, boost prospect conversion rates by 295% over 36 months. LV= used behavioural... data and cross device tracking to identify and engage more prospects. The platform enabled highly personal, timely communications tailored to each customer’s journey. Channel income increased by 76%, making this channel more valuable for LV=. LV= worked closely with RedEye for over 10 years to optimize their marketing automation programs.
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Lemonade used Lokalise to speed up localization for new markets. Their old translation system caused bottlenecks and made it hard... for developers to test changes. Lokalise's branching and API features let each developer manage translations for their own features. This kept the code clean and made testing faster. With Lokalise, Lemonade launched in new European markets up to 2.5 times faster than before.
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Safely. com used Guesty to grow its European customer base and boost revenue. The integration automated insurance requests, guest screening,...and payments for short-term rental managers. Guesty users now make up 100% of Safely's non-US customers and 11% of total revenue. The partnership led to a 95% retention rate with joint clients. Safely gained access to Guesty's network and industry events, driving further business growth.
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CloudBees CI helped Markel move its DevOps environment to the cloud. Markel faced slow build times and scaling issues with... on-premise Jenkins. After piloting CloudBees CI on Azure Kubernetes Service, build times dropped from 25 minutes to 4 minutes for key systems. Teams gained real-time visibility and could scale compute resources instantly. CloudBees CI enabled Markel to modernize CI/CD pipelines and support dozens of teams worldwide.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Hanwha Life used Samsung SDS to build a hybrid cloud platform based on AWS. The company wanted to optimize security... and operations for its financial services. Samsung SDS helped Hanwha Life deploy AWS Outpost and integrate on-premise and public cloud systems. The solution enabled secure DevSecOps and improved system scalability. Hanwha Life now manages security and operations more efficiently across cloud and legacy systems.
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Contify helped a global US-based insurance company automate its market intelligence newsletters. The strategy team switched from weekly to daily... updates, cutting the time delay for strategic information by 85%. Contify’s platform combined automation and expert curation to deliver structured insights. The company saved 70% of the time spent on manual research. Executives received timely, actionable intelligence for faster decisions.
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CustomerLabs 1PD Ops helped Dundas Life cut retargeting campaign costs by 67%. They used Conversion API and smart audience segmentation... to improve ad performance. Event Match Quality score rose from 3 to 7 out of 10. Top-of-funnel campaign CPL dropped by 60%. Lead acquisition doubled compared to previous campaigns. Dundas Life used first-party data to build better lookalike audiences and lower costs.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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MAPFRE used Audiense and Brandwatch to segment and profile millennial audiences in Pennsylvania. They identified six unique segments based on... life milestones and online behavior. Personalized messages for each segment led to higher engagement rates on Facebook and Twitter. The top personalized ad achieved a 2.65% engagement rate, outperforming non-personalized content. MAPFRE now plans to keep using personalized messaging for niche audiences to boost engagement and brand awareness.
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OWOX BI helped a leading direct insurance provider measure ad success and increase ROAS. The company struggled to track advertising... impact across online and offline channels. OWOX BI Pipeline consolidated website, CRM, and ad cost data in Google BigQuery. Funnel-based attribution models revealed undervalued and overestimated channels. The company automated reporting, improved budget allocation, and achieved a 100% higher ROAS for one channel.
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Digital Remedy used its Performance CTV platform for an auto insurance company. The goal was to increase web and app... account creation before the company's IPO. The campaign led to a 6% higher IPO valuation and $700 million in funding. The company sold 2 million more shares than projected. The campaign also delivered a 300% bind ROAS and strong lifts in awareness, favorability, and intent.
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Hiscox UK used New Relic to migrate from a legacy observability tool to a unified platform. The team built custom... dashboards for technical and business users, giving real-time insights into customer journeys and system health. Marketing and executive teams now track engagement, page load times, and revenue-impacting issues instantly. Support teams use dashboards to monitor workflow performance and set accurate SLAs. New Relic helped Hiscox UK break down silos, speed up incident resolution, and drive data-driven decisions across the business.
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Mixpanel helped Lemonade grow policyholders by 500% and boost quote-to-purchase rates by 250%. Lemonade used Mixpanel’s analytics to spot user... drop-offs and fix issues fast. Teams across the company use Mixpanel to make data-driven decisions. Anomaly detection and funnel analysis led to a 50% increase in Extra Coverage purchases. Marketing and product teams improved conversion rates by optimizing user flows and acquisition channels with Mixpanel insights.
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Hitachi Vantara helped Suva modernize its storage infrastructure to support digitization and automation. Suva deployed Hitachi Virtual Storage Platform 5500,... achieving over 10 million IOPS and a 1.85:1 data deduplication and compression ratio. The new solution enabled real-time analytics, machine learning, and faster case management. Suva improved customer service speed and integrated processes with partners. The partnership with Hitachi Vantara spans more than 30 years, delivering quality and innovation.
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HDI Global SE used Piwik PRO to segment website visitors and analyze customer behavior. They built detailed customer profiles and... tracked user journeys with the Customer Data Platform. This helped them identify high-performing channels and optimize marketing spend. As a result, they increased conversions from forms and tariff calculators. Content is now tailored by region, improving brand perception and customer experience.
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WebFX helped The Difference Card recover from pandemic-driven business decline. They built a lead-generating website and launched targeted digital marketing... campaigns. The Difference Card saw a 77% increase in producer proposal requests and an 84% year-over-year revenue boost. Service page traffic rose by 31.6%. Organic sessions grew by 43%. WebFX acted as an extension of their marketing team, helping them compete with larger rivals.
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If used Sleeknote to target website visitors who struggled to find the right insurance product. They set up manual triggers... and personalized SleekBoxes to offer help at key moments. By asking for phone numbers, they generated over 3,000 sales leads for their team. Many leads converted to customers, with some returning to complete purchases later. Sleeknote helped If improve user experience and boost lead generation.
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Abeille Assurances used iovox Dynamic Number Call Tracking and WebCallBack to improve digital efficiency. They wanted better attribution for marketing... campaigns and a unified view of customer journeys. With iovox, they reduced costs by 20% and increased quality leads by 20%. The solution helped them design future campaigns and expand to other funnels. Abeille Assurances valued the flexibility and security of iovox's platform.
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Invoca's AI helps Mutual of Omaha score 100% of contact center calls. Before Invoca, they had little insight into agent... performance. Now, they spot top performers and those needing coaching fast. The team gives feedback to managers instantly, not weekly. Invoca reveals issues that hurt customer experience and revenue. Mutual of Omaha values Invoca's support team and technology partnership.
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Hiscox used ResponseTap to track calls and understand their marketing ROI. The marketing team wanted to see the full customer... journey from online research to phone calls. ResponseTap helped them connect digital activity to phone enquiries. This gave Hiscox a clear view of which marketing channels drove calls. The team used integrations to get a complete picture of their marketing performance.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Vitality used Salesforce to streamline its sales and renewals processes. The company unified its distribution teams on a single CRM... platform, improving data visibility and productivity. With expert support from Salesforce, Vitality increased feature utilisation by 35% and achieved a 5x boost in Salesforce adoption. Automation helped retention agents apply discounts faster and save 80 hours of developer time. 24/7 technical support minimized downtime and kept projects on track.
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Stitch helped Metromile cut data integration time from days to under an hour. The team now configures new integrations in... just 10 minutes. Metromile can focus on data quality and business value, not manual processes. Stitch and Snowflake let them quickly analyze new insurance products, like their partnership with Turo. Data is now easier to connect, protect, and use for growth.
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Fulcrum helped Carrington Risk cut field engineer report writing time by 66%. Before Fulcrum, reports took up to 60 days... and required manual edits. Now, data collection is faster and more accurate, with location data added automatically. Reports are sent to clients immediately, speeding up risk management and insurance premium negotiations. Carrington Risk uses Fulcrum to streamline property risk surveys and improve client outcomes.
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CATIC used Tresorit to replace risky email attachments and slow physical mail with secure, encrypted file sharing. Teams now send... large legal and claims documents in minutes, not days. External partners and clients access files easily, without creating accounts. Audit logs and end-to-end encryption ensure compliance and data protection. CATIC values Tresorit’s simplicity, security, and responsive support.
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Files. com helped AFR Insurance automate secure SFTP transfers and file workflows. AFR replaced manual, error-prone processes with automated document...handling and branded client portals. The Life department now receives decrypted documents in minutes, speeding up policy issuance. Compliance improved with end-to-end encryption and audit logs. IT efficiency increased as legacy systems were retired, reducing operational overhead. Clients and agents now enjoy a simple, secure upload experience, boosting satisfaction.
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FileHold helped an insurance services agency solve file management problems caused by paper-based processes. The company faced compliance changes and... a surge in new business, making it hard to track files and wasting hours daily. FileHold's document management software improved collaboration and made workflows easier. The underwriting and new business teams used FileHold to build and manage case files. The company scaled staff more easily and reduced reliance on paper, boosting efficiency.
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Flowfinity helped Freedom Health replace paper forms and laptops with a custom iPad app for 200 field sales reps. The new mobile... solution enabled real-time data collection and digital signatures, speeding up insurance application processing. Sales agents can now serve customers anywhere, even without network access. The app improved data quality and reduced manual data entry. IT can quickly update and deploy changes to the app without programming. Freedom Health plans to expand the solution to field auditors.
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Jerry. ai used CleverTap to improve their insurance app's conversion rate by 15%. They faced challenges with user onboarding, engagement,...and retention. CleverTap enabled personalized omnichannel campaigns and automated follow-ups. This led to faster user activation and $15,000 in monthly operational savings. Real-time analytics and segmentation helped Jerry.ai understand user behavior and boost growth.
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Jerry. ai used CleverTap to improve their insurance app's conversion rate by 15%. They faced challenges with user onboarding, engagement,...and retention. CleverTap enabled personalized omnichannel campaigns and automated follow-ups. This led to faster user activation and $15,000 in monthly operational savings. Real-time analytics and segmentation helped Jerry.ai understand user behavior and boost growth.
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MoEngage helped TATA AIG General Insurance cut manual marketing work by 90%. The company switched from a legacy Martech platform... to MoEngage's Customer Data and Engagement Platform. This move let them launch complex campaigns 93% faster. MoEngage unified customer profiles and enabled omnichannel engagement across app, website, SMS, email, and WhatsApp. TATA AIG now runs targeted winback and renewal campaigns, improving customer retention and satisfaction.
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AAA Insurance used Logiforms to help agents manage online insurance quotes, sales leads, and claim submissions. They needed a secure,... scalable, and mobile-friendly solution for all their clubs. Logiforms let non-technical staff build smart forms that adapt as customers enter information. The platform works across North America and keeps member data safe. AAA improved efficiency and user experience for both agents and customers.
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Helvetia Insurance used Foleon to transform their internal magazine from a static PDF to an interactive digital experience. Employees now access... the magazine in three languages, with over 45% reading on mobile devices. The new format increased engagement, with average session duration exceeding four minutes and more than 1,000 visitors per issue. Staff feedback has been very positive, with many preferring the digital edition over print. Foleon's templates and editor made it easy for Helvetia's small team to produce high-quality content quickly.
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Taboola helped Menora Mivtachim Holdings lower their cost per acquisition by 25%. The campaign used sponsored content and video ads... to reach new pension insurance customers. Retargeting with CTA buttons cut CPA by 37% and boosted conversion rates by 66%. Menora used TaboolaPixel and SmartBid to optimize bidding and targeting. High-quality leads from Taboola often converted to pension insurance sales.
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Aon uses the Imagen Pro platform to centralise video content. The platform helps Aon connect global teams easily. Imagen Pro... offers scalable storage and detailed metadata tagging. It supports collaboration across offices worldwide. Aon benefits from a customised interface and intuitive web portal. The solution improves access and management of digital assets.
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Outbrain’s Zemanta helped DKV, a top European health insurer, boost lead generation. DKV wanted more users to learn about and... subscribe to their health insurance. They used Zemanta’s native ad platform to target high-performing audience segments. The campaign cut cost per lead by 23.7% compared to display ads. DKV saw 19% more leads than display and a 60% month-over-month increase in leads.
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Solly Azar used Genially to improve onboarding and training for its 300-person team. The company needed a fun and engaging... way to welcome new hires and share key information. Genially's interactive templates helped them create visual, interactive content without extra training. This made onboarding more effective and kept employees engaged. The team now stands out from competitors and recommends Genially for HR and training teams.
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ClearPoint Health used Contracts 365 to improve contract management. They needed a better way to handle many contracts as they... grew. Contracts 365 integrated with Dynamics 365 Sales, letting them create and approve contracts faster. Forms auto-filled with CRM data, saving time. The solution fit their Microsoft Cloud setup and security needs. Now, ClearPoint Health manages contracts more efficiently for their healthcare insurance business.
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Icertis Contract Intelligence helped The Standard, a large insurance provider, centralize and modernize its contract management. The company improved compliance... and performance by gaining total visibility into supplier contracts. Icertis enabled a 25% reduction in repetitive transactional contracts and automated compliance tracking. The Standard achieved five to six times employee cost in savings. The procurement team now acts as a strategic business enabler, not just a transactional function.
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Goosehead Insurance used Docusign eSignature and Salesforce to speed up its quote-to-bind process. The company improved document delivery by 90%... with SMS and email, and cut user completion time by 36%. Goosehead saved 19 million sheets of paper by going digital. Automation reduced document errors from 25% to zero. Agents now spend more time serving clients and less on paperwork.
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Abeille Assurances used Precisely's Spectrum Spatial Analyst to improve risk assessment and customer experience. The GeoAnalytics team enabled over 95... users to access and analyze 100 GB of spatial data and 50 GB of raster data. Teams gained autonomy, visualized risks, and made faster decisions. The solution helped deploy 12 projects and improved geocoding accuracy for claims and underwriting. The company now plans to migrate these tools to the cloud for even greater efficiency.
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DiliTrust Matter Management helped a $19. 5B property and casualty insurer automate legal billing and operations. The company faced slow,...manual invoice processing and poor visibility into legal spend. After implementing DiliTrust, they reduced external law firms from 450 to 99. Automated invoice processing saved hundreds of hours each year. The insurer lowered administrative costs and improved vendor satisfaction with faster approvals.
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ClearlyRated helped Woodruff Sawyer launch an annual NPS survey to gather direct client feedback. The survey program started in 2014... and quickly became a key part of their client experience strategy. Woodruff Sawyer used actionable insights from the survey to improve service and address client concerns fast. Their most recent NPS score was 86.1, far above the industry average of 34%. Integration with Salesforce made feedback accessible to all client-facing staff.
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SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
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SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
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SurveySparrow helped OWIT Global move from a manual evaluation process to a 360-degree feedback platform. The new system let employees... get feedback from peers, managers, and themselves. This made evaluations more complete and boosted employee engagement. Managers saved time with automated surveys and clear reports. OWIT Global now uses data-driven insights to help employees grow and plans to expand SurveySparrow for customer feedback.
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Philadelphia Insurance Companies used Forsta to improve customer experience. They implemented Forsta-powered surveys, dashboards, and action management tools. This helped... them move from just collecting data to making changes across the company. The process became faster and smarter. They also added a more human touch to their work.
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Crisp helped ACommeAssure manage over 608,935 messages from 29,799 conversations. By combining a chatbot and FAQ, they reduced total conversations... by 50%. The team integrated Crisp API with their backend to give agents contextual data. ACommeAssure created a knowledge base and automated simple questions with a chatbot. Crisp's platform improved efficiency and handled high activity peaks for customer service.
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Zurich UK used LivePerson to improve customer engagement in insurance claims. They shifted from phone and email to digital messaging... channels, including WhatsApp and video chat. This change reduced the average claim settlement time to just 13 minutes. Messaging volume increased by 149% and customer satisfaction rose, with a +69 NPS. Agents can now help more customers at once, making the process faster and easier for everyone.
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Kommunicate helped Conte. IT automate 90% of customer conversations with a chatbot. Conte.IT wanted customers to handle tasks like policy...renewal or cancellation without human help. They tested chatbots to answer common questions and improve self-service. Kommunicate integrated with Google Dialogflow and fit their budget. The chatbot's analytics and easy reporting showed high adoption and satisfaction. Conte.IT kept phone support but reduced live agent dependency.
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