Case Study: ICICI Lombard increases agent engagement and ROI with Phrazor

How ICICI Lombard increased Agent Engagement and ROI with personalized insights at scale

ICICI Lombard, one of India’s leading private sector general insurance companies, needed a better way to monitor and communicate the performance of its independent agents. Its business analysts were manually creating agent reports from multiple datasets, which made it difficult to scale personalized insights, evaluate KPIs consistently, and keep agents engaged and motivated.

Using Phrazor’s reporting automation platform, ICICI Lombard was able to generate and distribute personalized performance reports at scale, including written narratives, peer comparisons, and market insights for more than 11,000 reports each month. Phrazor helped the company cut monthly report generation time to just 2 days, improve agent engagement and data understanding, and better track sales performance to support ROI improvement.

ICICI Lombard

Siddharth Diwan

AVP - Technology