AI case study

Highstreet Insurance PartnersSales recommendations

Each acquisition added a 6-month data blackout. Ora now surfaces renewal scores and cross-sell signals across 500K clients as agencies join.

Published

Key results

Agency Onboarding Time
<2 weeks
Renewals Surfaced
438k+
Growth Policies Identified
130k+

Result highlights

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The story

Context

One of the top 25 insurance brokerages in the US, built through partnerships with more than 200 independent agencies and managing approximately 500,000 active client relationships.

Challenge

As the company expanded through acquisitions, integrating each new agency's data took up to six months, delaying analytics and client insights for...

Solution
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Scope & timeline

  • 95%+ of colleagues gained Ora access in 12 months

Quotes

The company

Highstreet Insurance Partners logo

Highstreet Insurance Partners

myhighstreet.com

Insurance and financial services network for independent agents and agencies.

IndustryInsurance
Location305 West Front Street, 49684, Traverse City, Michigan, United States

The vendor

Databricks is a Big Data company that offers a unified analytics platform for data science, engineering, and analytics teams.

IndustrySoftware & Platforms
LocationSan Francisco, California, United States
Employees10K-50K
Founded2013

Use case

Highstreet Insurance Partners's Sales recommendations is part of this use case:

Personalization
51 case studies(+119% YoY)
Proven impact?
LowModerateVery Strong
5.2Strong
8.4Very strongwithin Sales

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