Case Study: American Diversified Global Insurer achieves a single broker 360 view and 4‑week consolidation across 35 systems with Reltio

American Diversified Global Insurer - Customer Case Study

American Diversified Global Insurer struggled with spreadsheet-based, manual cleansing and no operational governance for broker data across 35+ systems, which weakened broker retention and engagement strategies and cost market share. They engaged Reltio, using Reltio Cloud for Account 360, to create a holistic view of brokers and support better segmentation, compensation elasticity and retention analysis.

Reltio implemented Reltio Cloud for Account 360 with its Self-Learning Graph to consolidate data from 35+ systems into a single view of brokers (office, firm, captive agents) in just 4 weeks. The solution enabled effective commission management, uncovered relationships to identify top brokers, and revealed upsell and cross-sell opportunities, improving their ability to segment and retain broker business.