Reltio · Insurance
Multi-state insurer unifies 10M+ customer records on Reltio cloud MDM
10M+ entities governed · cloud-native MDM in 9 months
At a glance
Key metrics
10M+
customer entities unified
9 months
to production
22
state-regulated books of business
Challenge
The situation
Customer data was scattered across policy, claims, and distribution systems. Cross-sell targeting relied on stale extracts. Regulators required per-state data-handling evidence.
Approach
How we delivered
- 01 Deployed Reltio as the cloud-native customer MDM with bi-directional sync to policy and CRM.
- 02 Authored match rules against 10M+ records with explainable logic for regulators.
- 03 Published the customer golden record as a data product to analytics and marketing.
Architecture
Solution architecture
Reltio as the hub. Event-driven sync to Guidewire (policy/claims) and Salesforce Financial Services Cloud. Downstream feeds to Snowflake for analytics and to Marketing Cloud for activation.
Architecture diagram placeholder
Data flow across source systems, platform, governance, and activation layers.
Outcomes
Measured results
- 10M+ customer entities unified with a 94% match rate at go-live.
- Regulator-ready data handling evidence produced automatically per state.
- Cross-sell program lift of 12% in first quarter of GA.
Technology
Tech stack
MDM
- Reltio Cloud Native MDM
Integration
- Event-driven sync
- REST APIs
Source/target
- Guidewire
- Salesforce FSC
- Snowflake
- Marketing Cloud
“Nine months to a trustworthy customer record across 22 states — we didn't think that was possible.”
Related
More outcomes
Chasing a similar outcome?
Tell us your target — cycle time, cost, risk, adoption. We'll walk you through what we've delivered closest to it.