Case Study: Mylo achieves month-over-month revenue growth and improved customer experience with GetFeedback

Mylo drives positive customer experience with GetFeedback

Mylo, a Lockton Company, is a digital insurance agency that uses an AI-powered recommendation engine and expert agents to match customers with the right coverage across home, auto, life, and business policies. Facing a crowded market, Mylo needed real-time visibility into customer interactions and a way to tie feedback directly into its CRM to scale CX programs, analyze responses across multiple products and partnerships, and identify where the sales process was breaking down.

By implementing GetFeedback and its Salesforce integration, Mylo automated post-interaction email and SMS surveys, set up alerts for negative feedback, and used dashboards, attribution, and key-driver analysis to pinpoint pain points and coach agents. Those changes enabled faster issue resolution, targeted training, and product-level optimizations that contributed to month-over-month revenue growth and consistently strong customer sentiment—even among shoppers who didn’t ultimately buy.

Mylo

Matt Phillip

Marketing Automation Manager