Strategy and Solutions
The client was a national insurance provider seeking to improve policyholder retention and engagement beyond traditional policy management. Customers typically interacted with the insurer only during renewals or claims events. Leadership wanted to introduce a financial wellness app that aligned insurance coverage with broader financial planning goals.
To design a platform capable of delivering meaningful, personalized insights, the insurer partnered with Zymr.
Policyholder engagement outside renewal cycles was low. Customers viewed insurance as a transactional product rather than part of a broader financial strategy. The insurer needed a solution that combined financial education, investment tracking, and insurance portfolio visibility—while maintaining compliance and data privacy standards. The platform had to be engaging enough to drive regular usage without overwhelming users with complexity.
Zymr helped the insurer reposition itself from a policy provider to a long-term financial partner. By integrating financial planning tools with insurance data, the company strengthened policyholder loyalty, improved renewals, and increased lifetime customer value.
Zymr designed a financial wellness platform tailored to insurance customers.
Secure Data Governance Framework
Ensured privacy and regulatory compliance across financial data flows.
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