Act-On Software
132 Case Studies
A Act-On Software Case Study
Meyer and Associates, a broker and third‑party administrator founded in 1973, partners with more than 100 colleges and universities to market insurance to alumni and affinity groups. As the company grew, its lean marketing team struggled to deliver highly customized messaging at scale: legacy ESPs lacked the automation, personalization, deliverability tools, and insights needed to coordinate timing and content across diverse alumni audiences.
After switching to Act-On, Meyer and Associates gained automation, segmentation, Data Studio analytics, and hands‑on support (including improved deliverability via a shared IP pool). The team has tripled email send volume, achieved open and click rates nearly double the industry average, and is now building lead scoring and further automated journeys to deliver more personalized offers.
Ann Meyer Abdi
Chief Operating Officer