How NEXT Insurance Scaled Up Automation and Personalization with Vecton
Client
ERGO NEXT Insurance is a company fully dedicated to small businesses, offering coverage for over 1,300 types of businesses such as cleaners and yoga instructors. It serves more than 420,000 business owners, providing simple, affordable, and tailored insurance solutions, and is driven by the motto: “Led by people, powered by technology.”
Challange
ERGO NEXT Insurance partnered with Vecton to streamline and scale the benefits of advanced marketing automation technology for better customer lifecycle management. A significant challenge was increasing the skills and know-how of NEXT employees in areas like marketing communication personalization and customer analytics, empowering the team to use the Bloomreach Engagement platform independently and efficiently.
Solution
Vecton established a learning environment for NEXT employees by creating an internal wiki website with structured onboarding materials, links, and best practices. They recorded 15 educational videos covering automation scenarios, content personalization, and analytics.
Additionally, Vecton implemented a support process where consultants provided answers, assistance, and training. This democratized the advanced usage of Bloomreach Engagement across the NEXT teams, fostering rapid growth in their expertise.
"We wanted to enable our marketing team to move quickly while not needing to rely on our engineering team for changes. By working with Vecton, we were able to get our team up to speed as well as move quickly to achieve our goals. This also enabled our engineering team to focus on larger items that would drive our longer-term success."
Matt Zumwalt
Head of Lifecycle Marketing, ERGO NEXT Insurance
Summary
Through the partnership with Vecton, ERGO NEXT Insurance has successfully scaled its automation and personalization capabilities. Vecton’s support included setting up a learning ecosystem, providing educational content, and offering ongoing consulting. This approach democratized the advanced use of Bloomreach Engagement, leading to improved marketing automation efficiency, reduced risks, and a highly skilled team capable of leveraging technology to deliver advanced customer experiences.
“Over the years of working with the Customer Lifecycle team at NEXT, we observed that their marketing automation setups became increasingly advanced, with higher levels of personalization, greater resilience to errors, and continuously improving design. All of this was made possible by the steadily growing expertise of the NEXT teams and the increasingly broader use of the Bloomreach Engagement platform"
Arek Kustra
CEO Vecton
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