Case Study: Global Specialty Insurance Company achieves unified Customer 360 and relationship insights with Reltio Cloud

Global Specialty Insurance Company - Customer Case Study

Global Specialty Insurance Company, a global underwriter serving sectors from healthcare to technology, struggled to understand relationships across customers, products, brokers, and transactions and lacked a single view of customer data. To address this, they engaged Reltio and deployed Reltio Cloud (including the Reltio Self‑Learning Graph and its cloud master data management capabilities).

Reltio implemented rapid deduplication, a unified Account 360 view, an intuitive Facebook‑like UI, and built‑in DaaS integration (e.g., Dun & Bradstreet), enabling teams to discover relationships among customers, locations, employees, products, assets, and brokers. As a result, Reltio delivered greater agility and stability, fueled downstream underwriting and claims workflows, and gave sales and marketing reliable, enriched customer data—helping the company become more customer‑centric and generate new actionable insights.