Strategy and Solutions
The client was a large insurance provider seeking to improve policyholder retention and engagement beyond annual renewal cycles. While customers interacted infrequently with insurance products, the insurer recognized financial wellness as an opportunity to build continuous value and trust. The company partnered with Zymr to launch a personal finance app that complemented insurance offerings with broader financial planning and education.
Policyholder engagement was limited to claims, renewals, and support interactions. Customers lacked tools to understand how insurance fit into their overall financial picture. The insurer needed a way to provide ongoing value, improve financial literacy, and strengthen emotional connection - without positioning itself purely as a transactional insurer.
Zymr helped the insurer reposition itself as a financial wellness partner rather than a periodic service provider. By delivering meaningful, personalized financial insights, the insurer increased engagement, improved retention, and strengthened long-term customer relationships.
Zymr designed a personal finance application aligned with insurance portfolios and long-term financial goals.
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