Case Study: a large insurance provider improves retention with Zymr’s financial wellness app

a large insurance provider boosts engagement 40% in 6 months with Zymr

A large insurance provider faced the challenge of low policyholder engagement and infrequent interactions outside of annual renewals. To improve retention, they partnered with Zymr to build a personal finance application that would provide ongoing value and reposition the company as a financial wellness partner.

Zymr designed and implemented a financial wellness app featuring personalized financial plans, investment tracking, and educational content integrated with the customer's insurance insights. This solution led to a 40% increase in user engagement within six months and resulted in higher policy renewal rates for the insurance provider.