Case Study: a national insurance provider boosts retention with Zymr's financial wellness app

National Insurance Provider boosts app engagement 40% in 6 months with Zymr

A national insurance provider faced the challenge of low policyholder engagement outside of renewal periods. Customers viewed their insurance as a transactional product, making retention difficult. To reposition itself as a long-term financial partner, the insurer partnered with vendor Zymr to develop a financial wellness app.

Zymr designed and implemented a tailored platform featuring personalized financial planning tools, investment tracking, and educational content. This solution successfully transformed customer engagement, leading to a 40% increase in app usage within six months and higher policy renewal rates for the national insurance provider.