Home | Solutions | Industries | Insurance

Reltio powers insurance.

Industry-specific solution for insight-ready data to transform experiences for customers, agents, and employees.

Paperless Partners Paperless Partners

Unlock the value of data. Unleash transformation.

Insurers are going through a transformational shift from policy-centric to customer-centric, while facing pressures to drive innovation and cost reduction. Delivering personalized customer experiences and using intelligent process automation are vital steps in this transformation journey. That is not easy when customer, policy, and claims data are housed in disparate and outdated legacy systems.

We unlock and accelerate the value of your data with our Reltio for Insurance solution. We create a single source of trusted information. No matter how complex or outdated your data environment may be.  Our cloud-native SaaS master data management solution includes an insurance-specific data model and configurations to reduce time to value. We fuel your business with insight-ready, real-time data so you can deliver transformative experiences to customers, agents, and employees—every day.

Insurance industry trends and solutions for data challenges.

Customer-centric business needs
connected data.

We believe data should fuel your success, not hold you back. A complete view into customers—and their policies, claims, and relationships—is essential to knowing your customers and how to best serve them. High-quality, comprehensive data enables you to deliver a seamless digital experience. And to focus on customers, not just policies. By knowing your customers better, you can deliver the innovative products and services they need. You can maximize their lifetime value with targeted marketing and contextual offers.

Gaining a complete view of your customers, agents, policies, and claims from numerous disparate systems is not a trivial task. Is siloed, poor-quality data or a legacy MDM system holding you back?

Problem 1

Manual data entry and silos lead to inaccurate, duplicated, incomplete information. You cannot identify your customers across channels and see all their relationships with you.

Problem 2

You cannot see a customer’s full journey and assess their lifetime value. You miss opportunities to serve them and their households with innovative products and relevant offers for their life events.

Problem 3

Inaccurate or outdated data leads to loss of productivity and poor experiences due to manual interventions, re-processing of claims and policies, and compliance risks.

Problem 4

Your customer, claims, and policy data is locked in outdated legacy systems. You cannot easily share the data with modern systems to increase automation, self-service, and fraud detection.

Power your digital transformation with trusted, timely data.

Our Reltio for Insurance solution unifies your customer, agent, policy, and claims data—no matter how complex or how many sources it’s drawn from. We automatically drive and manage households. Giving you the unified view you need to deliver better customer-centric experiences.

Our solution is agile enough to fit any business. You achieve rapid time to value using our predefined insurance data model and configurations. We enable integrations to common insurance applications, data enrichment with industry-specific data providers, and data quality and governance processes for prescriptive use cases.

Icon
Accelerate growth.
  • Increase profitable customer acquisition and cross-sell with contextual marketing and engaging omnichannel experiences.
  • Know your customers and their journeys better to serve them more effectively.
  • Empower agents and brokers to identify growth opportunities with you.
Icon
Gain efficiency.
  • Improve customer satisfaction and loyalty through frictionless quoting, policy management, and claims settlement.
  • Reduce costs by extending your automated processes and digital self-service environment.
  • Introduce innovative services faster by collaborating with partner ecosystems.
Icon
Minimize risks.
  • Reduce losses by detecting fraudulent claims early.
  • Prevent claims losses by guiding customers using sensors and external data.
  • Avoid regulatory sanctions by complying with their communication preferences and KYC.

"We simplified the data model considerably over what we had with our legacy MDM, which has improved the quality of our data pipeline. There’s no need for us to do as much production support, troubleshooting, and triaging."

MATTHEW COOK, Director, Enterprise Data Services, Empire Life

Empire Life Screenshot Empire Life Screenshot

Accelerate the value of your core data.

Comprehensive, trusted, real-time data.

We unify and cleanse customer, agent, policy, and claims data in real time. We enrich it with external data, blending interaction and transaction data from all sources for an enterprise 360 view.

Comprehensive, trusted, real-time data.

Insurance-specific solution.

Our Reltio for Insurance solution delivers out-of-the box data model for customer domain, prebuilt configurations and householding capabilities.

Insurance-specific solution.

Rapid real-time integration.

Integrate with any system in a low-code/no-code environment with prebuilt connectors in just hours or days. Unlock data from both legacy and modern systems using API-led integration.

Rapid real-time integration.

Single source of high-quality data.

We cleanse, standardize, and deduplicate data using ML-based or user-definable matching rules to deliver insight-ready data. We continuously monitor data quality and help enforce data governance policies.

Single source of high-quality data.
Comprehensive, trusted, real-time data.
Insurance-specific solution.
Rapid real-time integration.
Single source of high-quality data.

How Reltio uniquely helps.

Industry Helathcare Provider Tablet Industry Helathcare Provider Tablet

Core data abstraction with API-led integration.

Connect core data in legacy systems using Reltio for Insurance solution as a data abstraction layer. Enrich that data and share it with other operational, analytics, and AI systems.

Cloud-Native SaaS MDM with built-in security and HA.

Achieve fast time to value and agility without upgrade disruptions using our
battle-tested, multicloud SaaS MDM solution. Enjoy zero-effort high availability (HA).

Design for real-time digital business.

Fuel your 24/7 business by streaming real-time, trusted data to operational, analytics, and data science systems for immediate insights and action.

Ready to see it in action?

Get a personalized demo tailored to your
specific interests.

Half Bottom Page Screenshot Half Bottom Page Screenshot