Mercury Insurance improves retention and increases revenue.
Mercury Insurance unified siloed data across lines of business, boosted accuracy, and increased trust. Real-time, AI-ready data empowered agents—increasing efficiency and fueling growth.
Siloed data: A barrier to efficiency,
trust, and growth.
Unreliable customer contact information.
Scattered customer data—across auto, homeowners, and umbrella systems—led to inconsistent contact details.
Agent friction and slower cross-sell.
Manual reupload such as auto proof for cross-selling created frustration and slowed sales efforts.
Incomplete policy views and increased call volume.
Customer portal omitted umbrella and mechanical protection policies, creating confusion and increased support.
Manual multipolicy discounts with lower accuracy.
The underwriting team needed to manually verify eligibility for multipolicy discounts—with only 95% accuracy—leading to higher call volumes to the service center, more processing time and costs, and increased customer complaints.
Lack of holistic household views.
Missing complete, household-level 360 views limited cross-sell/upsell and sales to returning customers.
Why Mercury Insurance chose our platform.
With many product lines and data domains, Mercury needed trusted, unfied data on a modern platform to foster growth and adoption of AI initiatives—integrating with its customer portal, underwriting, POS, and other systems.
Mercury needed a cloud-native SaaS platform with no maintenance or upgrade hassles and scalability.
Data stewards wanted to resolve data issues fast—with minimal training—to increase productivity.
Reltio’s integration options fit seamlessly into its ecosystem, including Guidewire, POS, and more.
Mercury Insurance's solution.
Unified source of truth across lines of business.
Consolidated data into >17M individual, 500K organization, 17M vehicle, 6M policy, 4M property, and 13M quote records.
Agent enablement with good performance.
Powered customer 360 views with households, policies, potential upsell/cross-sell opportunities, and prior balances.
Analytics-ready data for AI.
Fueled the AWS Redshift data warehouse and S3 data lake with clean, enriched data to power analytics and AI.
Real-time and batch integration.
Integrated modern apps such as Guidewire with real-time Reltio APIs, and legacy systems relied on batch processing.
Mercury Insurance benefits with Reltio.
Enhances customer experience.
Upgraded customer portal to show all policies, reducing frustration and customer service interactions.
Increases agent experience and efficiency.
Gains efficiency, increased upsell and cross-sell, and boosted sales speed and success with holistic customer views.
Increases multipolicy discount accuracy from 95% to 99%.
Reduces manual policy verification and calculation for MPD, decreasing calls by ~80K, speeding underwriting, lowering costs, and increasing customer satisfaction.
Boosts performance for faster processing and interactions.
Populates legacy renewal app within SLAs, and critical customer data served to modern apps in real time.
Creates an AI-ready data foundation.
High-quality, trusted data sets set the stage for increased use of AI for business intelligence and decision-making.
