Case Study

Leading insurer set for retail and commercial growth with complete, consolidated customer records

Leading insurer set for retail and commercial growth with complete, consolidated customer records

Pages 2 Pages

Overview Many insurance companies are expanding their focus from retail to a broader commercial/retail mix. This Midwestern insurance leader was targeting overall growth while also increasing its commercial business. Limited by its legacy master data management system, the insurer needed a single customer view to help identify relationships and uncover opportunities. It also required analytics to position the optimal mix of products to both retail and commercial customers. Business challenge Like many insurers, they knew they needed to address these problems to maintain and grow their business with a more balanced approach. The lack of a single customer view negatively impacted multiple marketing campaigns yielding sub-par results. Independent insurance agents were also unab

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