Case Study: National Insurance Provider achieves 2-8% higher quote-to-bind rates with Atrium and Salesforce Einstein Discovery

National Insurance Provider boosts quote-to-bind rates by 2-8% with Atrium

Atrium helped a national insurance provider overcome the challenge of prioritizing millions of leads from various sources to meet aggressive policy growth goals. The customer's internal data science team had struggled to develop and operationalize predictive models that could determine a lead's "likelihood to bind" and surface those insights in a meaningful way for their agents within Salesforce.

The Atrium team implemented a solution using Salesforce Einstein Discovery to build purpose-driven predictive models that were integrated directly into agent workflows. This enabled over 20,000 agents to receive actionable lead-propensity insights, which translated into a 2-8% increase in quote-to-bind rates across agent offices. At least 70% of agents surveyed reported clearer prioritization of their daily work as a result of the solution provided by Atrium.