Success Story

World’s #1 Insurer Allianz switches from Salesforce to Insider One, driving 1.3X more revenue and 37% higher ROI in six months

Migration
Smart Recommender
Architect

1.3X

more revenue compared to Salesforce

37%

higher ROI

1 month

migration from Salesforce to Insider One

Industry

Banking – Insurance

Themes

Customer Experience
Journey Orchestration
Personalization

Channels

Email
Web
Mobile App
SMS

Tools

Architect
Smart Recommender
Migration

“We delayed switching from Salesforce for two years due to our initial investment, but even simple campaigns became a bottleneck. After reviewing eight vendors, Insider One stood out with the strongest RFP and even offered to buy out our Salesforce contract. Migration was easy, adoption fast, and within our first three months, we ran more campaigns than we did in the past two years, driving 1.3X more revenue. The lower total cost alone made the switch worthwhile.”

VP of Growth

Executive summary

After years of using Salesforce, Allianz required a tech partner who could help it deliver high-performing campaigns at scale with speed, simplicity, and flexibility. To improve marketing efficiency and profitability, Allianz replaced Salesforce Marketing Cloud with Insider One. The move reduced reliance on IT, accelerated campaign execution, and delivered results. Within six months, Allianz achieved higher ROI, improved profitability, and empowered teams to launch more campaigns significantly faster. Insider One’s expert support and intuitive platform proved critical in driving sustainable, enterprise-scale growth.

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About Allianz

Allianz is a global financial services leader, providing insurance and asset management solutions to millions of customers worldwide. With a strong focus on trust, efficiency, and long-term value, Allianz continuously invests in technology to enhance customer engagement and operational excellence.

Why Insider One?

Allianz chose Insider One to simplify its martech stack, reduce IT dependency, and unlock faster time to value. Insider One’s automatic migrators made the switch from Salesforce smoothly with reduced manual efforts, while contract buyout options removed cost and risk barriers, allowing Allianz to avoid penalties and double payments.

Insider One’s enterprise readiness, strong analyst recognition, and hands-on consultancy gave Allianz confidence that it could scale personalized, compliant journeys while boosting efficiency and ROI across teams. Insider One’s flexible contract terms replaced Salesforce’s rigid agreements, giving Allianz the freedom to grow without lock-in.

SUCCESS STORY #1

Accelerating time to value with a 30-day migration from Salesforce

The challenge

Switching providers posed a significant risk for Allianz, where reliability, compliance, and continuity aren’t negotiable. The team needed a platform that could be deployed quickly without disrupting customer communications, reduce reliance on IT, and replace Salesforce with a simpler, more efficient solution that would deliver value in weeks, not months. Between unpredictable costs and growing platform complexity, Salesforce was holding them back.

The solution

Allianz partnered with Insider One’s growth and technical experts to align on short- and long-term goals. Using Insider One’s automated Salesforce migrator, the team built a tailored, step-by-step migration plan. With a personalized blueprint, clear checklist, and hands-on support from Insider One’s Onboarding Experts and Deliverability Specialists, Allianz went live for web in under two weeks and launched its first campaign within three weeks, with all implementation, onboarding, and enablement services included at no extra cost.

The results

Data migration and
hygiene check completed in 3 weeks

Web and app SDK deployed in 30 days

SUCCESS STORY #2

Achieving 1.3X revenue growth in six months with compliant journey orchestration

The challenge

Allianz’s marketing teams needed to move faster without breaking strict regulatory and compliance rules. Legacy tools made campaign execution slow and IT-dependent, making it nearly impossible to scale personalized communications across channels. The team needed a centralized platform to orchestrate timely, compliant, and relevant customer journeys across email, web, mobile, and paid channels.

The solution

Insider One’s journey orchestration tool, Architect, let Allianz design and activate compliant one-to-one journeys across multiple channels from a single platform. Starting with email and web, teams launched predictive, data-driven journeys that adapted in real time to customer signals. As confidence grew, Allianz scaled orchestration across additional channels, driving measurable revenue impact while maintaining speed, control, and governance.

SUCCESS STORY #3

Launching 11X more campaigns in 45% less time

The challenge

As Allianz scaled its digital marketing initiatives, legacy workflows in Salesforce became a bottleneck, slowing experimentation, delaying launches, and limiting the team’s ability to respond to customer behavior in real time. In insurance, personalization is high-stakes. Every communication needs to be compliant, relevant, and fast. Building and launching campaigns took multiple people and felt painfully manual, making it nearly impossible to scale across regions and lines of business. Allianz needed a solution that could handle enterprise scale while being easier to run, quicker to launch, and far more agile.

The solution

Insider One delivered simplicity and speed without compromising control. Using Insider One’s Journey Architect, Allianz unified campaign creation, personalization, and activation in a single interface, eliminating the need for multi-team handoffs and manual workflows.

The results

1.3X

more campaigns executed in 45% less time

Summary

By switching from Salesforce to Insider One, Allianz significantly accelerated time to value and transformed marketing efficiency. Over 90% of active campaigns were migrated within 30 days, with zero downtime for live customer journeys. Insider One’s automated migration tools, combined with dedicated solution engineering support, reduced manual migration effort by ~65% and cut IT involvement by over 40%. Allianz’s migration was backed by Insider One’s $0 Migration Guarantee, removing financial risk and ensuring full confidence during the transition.

Looking ahead

Allianz plans to expand its channel mix by adding more Insider One channels, like Support Agent. This will enable more of our customers to reach the support they need faster and without interference from our human agents.

Favorite feature

Automatic Migrator

Allianz’s favorite feature is Insider One’s Automatic Migrator, which enabled the team to transfer hundreds of historical and live campaigns from Salesforce to Insider One with one click, ensuring a fast, easy, and seamless migration with no disruption to ongoing marketing activities.

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