CUSTOMER SUCCESS STORY · INSURANCE MDM & CUSTOMER 360

For multi-line insurers, a policy-centric view with siloed customer data hides growth opportunities and makes it harder to serve the customer behind each policy. A leading carrier headquartered in San Diego, California, closed that gap with a Master Data Management (MDM) solution built by Infoverity — creating one unified, customer-centric view of every policyholder, and surfacing cross-sell opportunities that had been hiding in plain sight.

The carrier’s systems held individual policies, but not a single, trusted view of the policyholder behind them. That made it difficult for marketing to spot who was ready for a second policy, and made every customer service conversation start from scratch instead of from a full relationship history.

What you’ll learn inside

This case study is a blueprint for insurers ready to treat their data as a growth engine, not just a system of record. You’ll see how this carrier was able to:

• Provide marketing with the critical data it needed to identify new cross-sell opportunities.
• Establish an MDM foundation that mastered individual policyholder and policy data into a single source of truth.
• Improve data integrity and literacy across the organization by cleansing and standardizing critical data elements.
• Strengthen analytics capabilities by delivering master data to the data warehouse — sharpening views of customer lifetime value, churn, and fraud.

The result: a carrier that finally sees its customers as people, not just policies.