Connect and engage policyholders, agents, and employees

Drive personalized experiences to strengthen relationships in a rapidly evolving industry

Minimize risk by understanding and anticipating policyholder needs 

With expectations continuously evolving, it’s important, now more than ever, to listen to the policyholder.  Medallia provides insurers with technology to connect and engage policyholders, employees, and agents, and to leverage data-driven insights to create better, personalized experiences that strengthen relationships, build trust, and foster loyalty.  

Minimize risk by understanding and anticipating policyholder needs 

“Medallia has opened up a world of real customer feedback and inspired us to improve important processes that have a quantifiable impact on our bottom line.”


Group Chief Marketing & Customer Officer, Generali

Download the Case Study


CX leaders are 2.8 times more likely than laggards to meet financial targets.

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Turn claimants into brand ambassadors 

Deliver exceptional experiences throughout the claims journey.

  • Optimize the claims journey using behavioral signals, text analytics, and feedback insights to remove friction.
  • Provide a unified claims experience by integrating real-time feedback across all channels and touchpoints.
  • Improve policyholder experiences and agent performance with direct access to customer feedback via role-based dashboards.
See State Farm Case Study

Drive retention and loyalty

Make every policyholder’s experience easy, seamless, and efficient.

  • Continuously improve experiences using predictive models to identify pain points and prioritize fixes.
  • Uncover opportunities for cross-selling with real-time feedback signal capture to anticipate and address policyholder needs.
  • Meet the unique global compliance regulations by tailoring your feedback methods by country.
Read Zurich Case Study

Why leading insurers trust Medallia


Decrease in likelihood to churn.


Increase in renewal NPS within the first two months.


increase in spending.

Get peace of mind with expert security and data protection

You can be rest assured knowing that the confidentiality, integrity, and availability of your data is protected according to rigorous industry standards. We possess SOC 2 Type II platform compliance, GDPR/SCCs, CCPA, and HIPAA in addition to HITRUST, ISO 27001, 27017, 27018, and 27701. We are also certified for CBPR and PRP.

Medallia maintains up-to-date processes and controls with regular audits by internal and external parties, including clients and independent assessors.