Reltio for Insurance
Confidently underwrite
the future.
Unified, real-time data to accelerate growth, reduce risk, and operate faster.
Trusted by innovative insurers and Fortune 500 leaders.
60%
increased first-call resolution
~$1M
data platform TCO savings
77%
data quality improvement
99%
faster RFI response times
The data foundation to thrive in constant uncertainty.
Our vendor-agnostic context intelligence platform unifies, standardizes, enriches, and activates core data with fast time to value.
LIFETIME VALUE
EFFECTIVENESS
CLAIMS EXPERIENCE
AND COMPLIANCE
Grow multi-policy adoption and increase wallet share.
Improve quote-to-bind rates, reduce lapses, and increase multi-policy adoption. Uncover beneficiaries, dependents, and coverage gaps. All enabled by a real-time 360° view of customer, household, policy, and claims data including relationships. Power AI agents that detect life events—such as a new home—then proactively suggest optimal coverages and assembles custom policies.
Price with precision and accelerate time-to-bind.
Reducing loss ratios and issuing policies faster require unified customer, household, asset, and risk data. Write individualized policies that grow client trust and profitability. Give underwriters context across households, assets, and risk profiles. Enable AI agents to automate compliance checks and flag anomalies. The result: more accurate risk assessment, better pricing, and faster decisions.
Accelerate claims processing and reduce leakage.
Self-service claims and short cycle times drive client satisfaction when policyholder, policy, claims, beneficiary, supplier, and third-party data are unified. You can provide claims teams with complete visibility into FNOL, coverage terms, and loss history. And let AI agents autonomously triage claims, validate documents, suggest settlement actions, and escalate to specialists.
Safeguard trust and minimize fraud.
Comprehensive risk management requires trusted data. Easily adhere to AML, KYC, NAIC, and suitability standards with high-quality data. Meet privacy mandates with our consent management. And fuel your risk management systems with accurate data to minimize losses and claims. Use AI agents to identify suspicious patterns and limit fraud involving policyholders, beneficiaries, and suppliers.
Unleash the power of AI in insurance with trusted data.
Accelerate underwriting and risk assessment.
AI agents can use trusted profiles, claims, and external data to score individual risk, recommend tailored pricing and terms, and accelerate underwriting.
Grow cross-sell and upsell opportunities.
AI agents can identify life and trigger events, give personalized offers, and do targeted outreach to grow multi-policy adoption and lifetime value.
Autonomous claims adjudication.
Enable AI agents with 360 profiles to verify coverage, assess claims, classify severity, and route each claim to the right adjuster or automate handling.
Hear from our customers.
“We simplified the data model considerably over what we had with our legacy MDM, which improved the quality of our data pipeline into Reltio. So there isn’t a requirement for us to do as much production support and troubleshooting.”
Matthew Cook
Enterprise Data Services
“With the customer on a call, the agent had to upload auto insurance proof. There was no reason to introduce that friction in the sale when they were trying to cross-sell the policy. So that was the friction point in terms of our agent point-of-sale system.”
Vamshi Andhe
Head of Data & Enterprise Business Intelligence
Get started faster with our Reltio for
Insurance velocity pack.
Achieve AI-driven transformation without compromising on speed, trust, or compliance.
Trusted source of real-time, enriched data for the insurance industry.
Reltio Data Cloud continuously ingests, unifies, and enriches your data so it’s ready to power agentic AI-driven automation across your enterprise.
Predefined data models and configurations.
Accelerate time to value with prebuilt data models and ready-to-use match rules, workflows, and dashboards tailored to industry best practices.
Prebuilt integrations and connectors.
Connect to any application, data source, or AI system—and enrich your data with pre-integrated third-party sources like Verisk, Moody’s, D&B.
Prescriptive implementation.
Prebuilt assets backed by insurance expertise accelerate value with faster, iterative deployments and reduced implementation risk.
Powerful capabilities for insurance.
Intelligent 360 profiles.
Unify member, provider, patient, and broker data into 360° profiles that fuels every decision across care delivery, payer operations, and patient engagement.
Householding.
Automatically groups related individuals, policies, claims, and relationships into cohesive “household” entities—linking spouses, family members.
Reliability you can depend on.
Keep your most critical data always on and always protected—with 99.99% availability and recovery under an hour—using Reltio Business Critical Edition™.
Instant, on-demand data.
Deliver reliable data to any system or AI agent in milliseconds. Power hyper-personalized customer interactions, instant quotes, fraud detection, and more.
Ready to
see it in action?
See how the Reltio Context Intelligence Platform can give you the speed and flexibility you need to accelerate the value of your data and maximize its impact every day.
