Boosting Insurance Sales with WhatsApp & Marketing Cloud

Cross-Channel Marketing Success Powered by Salesforce SFMC

About the Organization

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.

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.

What We Have Done?

By leveraging Salesforce Marketing Cloud, the organization achieved increased revenue through personalization, using targeted marketing across WhatsApp, SMS, and Email to boost quote retrievals and drive higher policy conversions. Real-time WhatsApp interactions strengthened customer engagement by enabling faster inquiry handling, follow-ups, and callback options, significantly enhancing the user experience. Additionally, streamlined marketing operations through an integrated platform optimized campaign workflows, tracking, and automation—empowering the team to make smarter, data-driven decisions.

Products Used

Salesforce Cloud Section

Salesforce Service Cloud

Salesforce Service Cloud

Salesforce Sales Cloud

Salesforce Sales Cloud

The company partnered with Valuehub to implement a personalized, cross-channel marketing ecosystem leveraging Salesforce Marketing Cloud and WhatsApp. The engagement included Journey Builder for multi-step, personalized customer journeys, Ad Studio and Personalization Studio to optimize campaign timing and audience segmentation, and WhatsApp integration to enable real-time customer callbacks and quote interactions.

Results & Business Impact

The organization achieved a 12% increase in insurance quote retrieval rate through more personalized and targeted campaigns delivered via WhatsApp, Email, and SMS. Enhanced control over performance tracking and campaign ROI allowed for better decision-making and optimization. By integrating WhatsApp, Journey Builder, Ad Studio, and Personalization Studio, the team gained clear insights and improved targeting across multiple channels, resulting in more effective and cohesive marketing campaigns.