Case Study: Symbo Insurance achieves 100% automated omnichannel onboarding and personalized engagement for 100k+ users with MoEngage

How Symbo Insurance used MoEngage as an All-in-one Engagement Platform

Symbo Insurance, a full-service insurance platform established in 1994, faced fragmented, ad-hoc marketing across Email, SMS and IVR while trying to onboard and convert POSP agents with minimal drop-offs. Head of Marketing Niti Nirvan sought a centralized, data-driven omnichannel approach and implemented MoEngage — using MoEngage Flows and its drag-and-drop builders — to enable orchestration, segmentation, personalization and AI-driven campaign optimization.

MoEngage built automated, behavior-driven workflows for onboarding, KYC completion, rewards and re‑engagement, including vernacular messaging and sequential Email→SMS→IVR flows. The outcome: 100% of Symbo’s engagement programs are automated with MoEngage, reaching more than 100k users, processing thousands of personalized emails, SMS and IVR requests daily, improving engagement rates (email/SMS) and boosting KYC completions while reducing churn.

Symbo

Niti Nirvan

Head of Marketing