Home / Case Studies / Insurance Campaign CRM
/ Case Study · Information Technology
An Automated Email and SMS Campaigning Solution for a US Insurance Provider. Campaigns on Autopilot.
/ The engagement
Marketing Campaigns, Blended with Automation.
A CRM-based SMS and Email campaigning solution that scales the insurer's marketing, reaches customers by SMS, email, or both, and generates reports automatically from how end-customers respond.
/ About the client
The client is a trusted insurance service provider in the US region, running marketing campaigns manually. An automated solution was needed to give the current processes the push they required.
The client's prime objective was to blend its business processes with automation and scale up its marketing campaigns. Brainvire rolled out a CRM-based SMS and Email campaigning solution that generates reports automatically from end-customer responses.
/ The approach
Design, architecture, and features, shipped as one program.
SMS, email, or both
The client reaches each customer by SMS, by email, or by both means of communication, chosen per requirement for every campaign.
Third-party SMS API
The Pulse SMS service is integrated with the CRM so texts route through the carrier companies Pulse works with, the toughest part of the build.
Built per lead choice
Dynamic template creation handles the different layout and style formats an email and an SMS text each demand, shaped by the choice of leads.
No deadlocks
Campaign scheduling runs many campaigns a day and prevents two from crossing over on the same slot, so the process never deadlocks.
/ What stood in the way
Four problems, solved without a maintenance window.
Select a challenge to see how it shaped the build.
SMS or email, or both
The client needed to reach customers by SMS, email, or both. We built channel selection into each campaign so the right medium goes out per lead.
Pulse SMS API integration
Pulse runs its own app that sends SMS via carrier companies. Integrating that API with our CRM was the toughest part, and we made the two work as one.
Dynamic template creation
Email and SMS differ in layout and style. We built dynamic template creation so every campaign renders correctly for the format and the choice of leads.
Scheduling of campaigns
Customers run multiple campaigns a day, and two can collide on a scheduled slot. We automated scheduling to avoid cross-over and prevent any deadlock.
/ Product screens
The delivered experience.
The interface people actually use.
/01Campaigns
/02Target Lists
/03SMS Builder
/04Email Builder
/05Scheduling/ The results
What changed, in numbers.
/ Next step
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