Case Study: a leading insurance company boosts CRM engagement and retention with WeDoCRM

a leading insurance company boosts opt-ins by 15–20% with WeDoCRM

WeDoCRM partnered with a leading insurance company to transform its CRM infrastructure and marketing communications into a strategic growth engine. The client faced challenges with their existing tools, which lacked the deep automation and advanced segmentation features needed to deliver personalised, multichannel customer experiences at scale.

WeDoCRM conducted a comprehensive audit and developed a targeted plan, which included recommending and implementing a new Email Service Provider (ESP), Customer.io. The solution featured advanced segmentation, automated customer journeys, and technical improvements. This transformation was projected to achieve a 10% uplift in retention and conversion rates, meet industry email benchmarks, and deliver an ROI of 35-42%.