Case Study: Esurance cuts 400+ emails per month and streamlines request handling with Wrike Dynamic Request Forms

Esurance Shaves 400+ Emails From Their Inbox With Request Forms

Esurance, a direct-to-consumer insurer for auto, home, motorcycle and renters policies, faced growing chaos as its Marketing Production team scaled. The team wore multiple hats—front-end web production, email production and creative project management—and struggled to track reviews, versions and incoming requests, which led to poor visibility and an overwhelming volume of email.

By adopting Wrike and using Dynamic Request Forms, Esurance established structured request templates, a single source of truth and dashboards for high-level visibility. The change cut email traffic dramatically (about 400 emails saved per person per month), streamlined workflows, improved cross-team collaboration, and enabled performance reporting and workload tracking for faster, more organized delivery.

Esurance

Jeff Young

Content Production Manager