Valuehub | Your Go To CRM Partner

Boosting Insurance Sales with WhatsApp & Marketing Cloud

Project Details 📄

A digital-first insurance provider in Southeast Asia offering customizable auto and travel insurance directly to consumers. Known for fast service and transparency, the company aimed to enhance engagement and quoting through cross-channel marketing innovation.

Valuehub | Enterprise CRM Transformation & Salesforce Consulting

Challenges ⚠️

The team needed to improve insurance quote retrievals and enhance marketing effectiveness. The legacy setup lacked streamlined communication, real-time response mechanisms, and multi-touch campaign personalization — making it difficult to engage prospects and track campaign performance.

The Results 📊

Delivered a 12% increase in quote retrievals by unifying WhatsApp, Email, and SMS for smarter targeting and real-time insights.

Solutions 💡

✅ Increased revenue and conversions through personalized, targeted campaigns across WhatsApp, SMS, and Email.

✅ Stronger customer engagement with real-time WhatsApp interactions for faster inquiries, follow-ups, and callbacks.

✅ Enhanced user experience via seamless, multi-channel communication and quicker response times.

✅ Optimized marketing operations with integrated workflows, automation, and data-driven insights.

Valuehub | Enterprise CRM Transformation & Salesforce Consulting

Products Used

Marketing Cloud Next AI lead management

Salesforce Marketing Cloud

Marketing Cloud Next AI lead management

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