Case Study: Global Insurance Brokerage Firm achieves a global view of customer accounts and new growth opportunities with Dun & Bradstreet

Global Insurance Brokerage Firm Gains Visibility of Worldwide Customer Accounts and Uncovers Growth Opportunities

Global Insurance Brokerage Firm, a long-time customer of Dun & Bradstreet, needed a more consistent way to connect new accounts to D-U-N-S® Numbers across regions and to gain better visibility into worldwide customer accounts. Its manual data-refresh process was slow and limited the firm’s ability to improve analytics, understand customer relationships, and uncover growth opportunities.

Dun & Bradstreet helped the firm modernize its data management with D&B Connect and Data Blocks, integrated with the Reltio cloud MDM platform. This enabled self-service lookups, bulk customer matching, and richer data enrichment from the Dun & Bradstreet Data Cloud. As a result, the firm reduced manual refresh work, improved speed and consistency of account data, and strengthened its ability to analyze customer hierarchies and identify new business opportunities.