Solutions by Industry

Insurance: Closer to Every Policyholder, Every Step of the Way

Data4Sales is the Customer Data Platform for insurance: it brings together policies, coverage, renewals, and contact information for policyholders and brokers into a single customer profile. You can send proactive notifications and updates to the right audience, measure satisfaction after each interaction, and identify who to offer the next policy to.

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Customer Data · InsuranceToday's Data

Policy SystemSelf-ManagementBrokersSurveysCampaignsWhatsApp

Jorge F.Insured · Home and Auto

PoliciesHome · Auto

RenewalIn 40 days

RunnerAna G.

Orbis CopilotJorgehas a home and a car, and 30% of policyholders like him also insure their pets.

Household without pet insuranceOrbis Audiences · updated daily

14.600

Jorge, your home insurance policy renews in 40 days. You can now add coverage for your pet to the same plan.

EmailWhatsAppNotice to Runners

Combined data6 sources, 1 policyholderPolicies, brokers, and surveys

Insured Person's ProfileJorge F.Home and Auto · Renew in 40 days

Orbis CopilotCoverage OpportunityHigh-Affinity Profile

Orbis Audiences14,600 policyholdersHousehold without pets

ActivationMessage and ChannelEmail, WhatsApp, and notification

Insurance Challenges

What's Holding Back the Relationship with Policyholders

Challenge 1

Contact us only when there is a problem

Many policyholders only speak with their insurance company when they sign up, renew their policy, or when something goes wrong.

With Data4Sales: proactive and helpful communication throughout the entire policy term.

Challenge 2

Policyholders and brokers with different needs

The same notice does not apply to both the insured and the broker handling the policy.

With Data4Sales: audiences and messages tailored to each audience.

Challenge 3

Blind Cross-Selling

It is unclear which policyholder is most likely to add coverage or when the best time is to offer it.

With Data4Sales: opportunities identified using each customer's data.

Use Cases

What Insurance Companies Do with Data4Sales

Preventive Alerts

Alerts by area in minutes.

Renovations

Every renewal is handled in a timely manner.

Launch of Coverage Plans

Every new product goes to those who need it most.

Notice to Brokers

News and training for your network.

NPS Surveys

The satisfaction of each policyholder, as measured.

Adoption of Self-Management

More policyholders are filing claims online.

Success stories

Brands Across Latin America That Are Already Boosting Sales With Their Data

View all cases

Technology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study

Fashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case study

Coffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case study

Fashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case study

Supermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case study

Retail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case study

Beauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case study

Fashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case study

Pets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case study

Beauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case study

Fashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study

The platform

Data, Marketing, and Support Brought Together by Orbis

DataCustomer Data PlatformAll your customers in a 360° profile

DataOrbis CopilotAsk your data and make decisions in seconds

MarketingOrbis AudiencesPrecise Audiences in Seconds

MarketingOrbis CreativeA message for every customer

MarketingWorkflowsAutomated workflows for every stage

SupportOrbis SupportAI-Powered Support with Full Context

Frequently Asked Questions

Data4Sales for Insurance

Questions insurance teams usually ask us before we get started.

Is Data4Sales suitable for insurance companies?

Yes. Data4Sales consolidates policies, coverage details, renewals, and contact information for policyholders and brokers into a single customer profile, and sends notifications, renewal reminders, surveys, and campaigns via email and WhatsApp.

Can I communicate differently with policyholders and brokers?

Yes. Data4Sales creates separate audiences for policyholders and brokers and lets you send each group its own message, with results measured by audience.

Can preventive alerts be sent by area?

Yes. When an alert is issued, you can quickly identify the policyholders with coverage in the affected area and send them recommendations via email and WhatsApp.

How is satisfaction measured?

With automated NPS surveys after every contact, transaction, or renewal. Each response is added to the policyholder's profile.

What does Data4Sales' AI do in the insurance industry?

Orbis Copilot identifies cross-selling opportunities, Orbis Audiences creates audiences of policyholders and brokers in seconds, and Orbis Creative crafts messages tailored to each audience.