Case Study: Mercury Insurance improves customer lifetime value with Reltio trusted data

Mercury Insurance improves customer lifetime value with trusted data

Mercury Insurance partnered with Reltio to solve data silos across auto, homeowners, and umbrella systems that created inconsistent customer contact information, manual work for agents and underwriting, incomplete policy views, and limited household-level visibility. These issues reduced efficiency, hurt cross-sell opportunities, and increased customer service calls and complaints.

Using the Reltio Context Intelligence Platform, Mercury Insurance unified customer, policy, vehicle, property, and quote data into a single source of truth and connected it in real time to systems like Guidewire, the customer portal, and analytics environments. Reltio helped Mercury improve multipolicy discount accuracy from 95% to 99%, reduce calls by about 80,000, speed underwriting and agent interactions, enhance the customer portal, and create an AI-ready data foundation for future growth.

Mercury Insurance

Vamshi Andhe

Head of Data & Enterprise Business Intelligence Mercury General