A CDP for Insurance Providers

Achieve 1-to-1 personalization with policyholders and prospects through real-time, customer-centric engagements, all thanks to our advanced CDP for insurance providers.

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Improve click-through rates
Increase conversion rate
Reduce drop-off & bounce rates
Customer Lifetime Value growth
Boost engagement ratios


The CDP to maximize revenue per policyholder

Drive hyper-personalized engagements in real-time with our intelligent CDP for insurance providers.

With in-built customer analytics and journey orchestration, it allows insurance companies to drive contextually relevant, omnichannel engagements based on an always optimized customer view.

Your marketers will have the freedom to launch and manage data-driven campaigns with ease, all thanks to our low-code CDP with intuitive UI.

Digital Insurance Survey
Life Insurance

Boost loyalty & premiums with a smarter CDP

Transform the relationship between providers and policyholders and boost revenue per customer with the right content, delivered at the right time, via the right channel.

With our advanced CDP, create digital journeys that improve the policyholder experience (e.g., when filing claims online) and increase your share of wallet (e.g., by incentivizing customers to expand their product portfolio with usage-based programs).

You’ll have an optimized view of your customers at your fingertips, giving you the insights needed to uncover high-potential audiences, personalize policyholder experiences, and reactivate “sleeping customers” with targeted offers.

NGDATA Use Cases
CDP Use Cases for Insurance Providers

Our NGDATA use cases for insurance providers have been created to solve common challenges businesses are facing.

Support key life moments with personalized interactions

Gain your policyholders’ trust by prioritizing their personal and financial well-being and driving value throughout key life moments.

Create long-lasting relationships and position your brand as a life advisor with our Insurance Solution, enabling you to compete with digital-first InsurTech players.

By accessing optimized insights in real-time, you can understand and respond to changes in your customers’ circumstances, insurance needs, and life stages.


Engage policyholders with real-time personalization

Personalize policyholders’ experiences from the get-go with out-of-the-box insurance use cases and intuitive UI, designed to reduce the time-to-value of campaigns.

With always optimized Customer DNA™, which combines policyholder data from all channels and touchpoints, you can leverage intelligent insights with more agility than traditional data science allows.

Our AI-driven decision-making capabilities make personalization possible from the very beginning, with smart audience discovery and clustering algorithms allowing you to tailor campaigns to new customers.


Enjoy premium KPIs with our insurance CDP

Increase annual premiums

Increase leads and conversions with consistently personalized engagements for better annual premium growth.

Identify opportunities proactively

Boost CLTV throughout policyholders’ early journey stages by leveraging predictive customer insights to offer the next best experience.

Optimize acquisition journey

Guide customers throughout journey stages with convenient, intuitive, and engaging experiences, from initial targeting to retargeting and nurturing.

Increase retention

Proactively engage with customers with upcoming policy renewals to boost retention and minimize churn.

Heighten customer engagement

Promote rewards-driven wellness programs to increase engagement, gain customer insights, and build long-lasting relationships that position your brand as an advisor.


A fully comprehensive insurance CDP

Our Insurance Solution empowers providers to connect with policyholders
in a smarter and scalable way, reducing the time-to-market of data-driven
campaigns with a comprehensive set of predefined metrics and models.

360 customer

Our advanced CDP equips providers with real-time Customer DNA™, an optimized view of their prospects and policyholders. From omnichannel interaction data to insurance-specific insights, you’ll be equipped to drive smart and immediate engagements. For instance, it’ll show when members of a wellness program become more active, prompting you to reward them in real-time.


Drive 1-1 interactions at the right time, on the right channel, and in the right context with our CDP’s out-of-the-box campaigns. By leveraging our Customer DNA™ feature, these allow you to curate personalized journeys at every stage – whether you’re retaining customers or activating a new campaign.

Built-in analytical models
for the business user

Our product’s built-in machine learning capabilities generate propensity and churn models and minimize heavy data science work. From lookalike modeling for audience discovery, to churn modeling for smarter retention strategies, our user-friendly yet analytics-focused CDP keeps the power of AI at your fingertips.

CDP Institute

“NGDATA’s Intelligent Engagement Platform is Certified as a RealCDP and meets all core CDP requirements and supports enhanced CDP capabilities and best practices.”

David Raab – CDP Institute


We’ve Done This Before

Trusted by insurance companies

Requirements & planning

To start, we’ll identify the pains and objectives of your industry, alongside key operational personas. We’ll also identify your solution categories and associated objectives.

Solution design

Next, we’ll create a high-level functional design. This includes defining framework components (such as propensity models and data models), relevant use cases, and offers, experiences, and metrics.

Solution build

We’ll then work with our partners to configure your solution environment and start building entity and interaction schemas. We’ll configure metrics, load test data, build key integrations, and input text.

Validate & deploy

Once we’ve validated the solution, we’ll deploy our CDP while providing ongoing support, maintenance, and solution optimization.