Case Study: Leading Midwestern Insurance Company achieves a consolidated single customer view and 99%+ match rates with Pitney Bowes Single Customer View

Leading insurer set for retail and commercial growth with complete, consolidated customer records

Leading Midwestern Insurance Company was pursuing growth by expanding its commercial business but was constrained by a legacy master data management system. The insurer lacked a single customer view, causing duplicate records, missing demographic and geographic data, wasted marketing spend, and agents making inappropriate recommendations. The company learned about the Pitney Bowes Single Customer View and related Pitney Bowes data services to address these gaps.

Pitney Bowes implemented its Single Customer View alongside its Master Data Management Solution, National Consumer Database, Business Points of Interest, Spectrum Spatial bundle and VeriMove NCOA to clean, match and enrich records. The work produced better than a 97% successful match rate, delivered a de-duplicated single view for about 90% of customers initially and more than 99% after tuning, improved segmentation and direct‑marketing success, enabled targeted pricing and cross-sell, and gave agents richer profiles and analytics—creating a stronger foundation for the insurer’s modernization.