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The Campaign Platform Between Insurer and Broker

Run targeted broker campaigns that drive real production.

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Ovio

Ovio Onboards Brokers, Guarantees Security & Reports

Ovio handles the heavy lifting: broker onboarding, GDPR-compliant data security, and real-time reporting on campaign performance across the entire network.

Onboard brokers
Ensure compliance
Live reporting

3 challenges when Insurers and Brokers want to execute joint campaigns

  • The broker has access to all relevant end-customer data

    Brokers sit on rich portfolio data — policy details, renewal dates, claims history — but insurers can't access it. Campaigns are designed blind, without the signals needed to target the right customers.

    Broker BMS
    No access
    Policy details12,400 policies
    Renewal dates847 upcoming
    Claims historyFull records
    Customer profilesSegmented
    Insurer designs campaigns without this data

  • Insurance companies send customer lists no one uses

    Insurers send up & cross-sell lists to brokers, but they end up ignored. Without context, personalisation, or easy execution tools, these lists go straight to the bin.

    Up & Cross-sell Lists

    Health Insurance Upsell

    340 leads

    Ignored

    Home Cross-sell Q2

    218 leads

    Ignored

    Life Renewal Push

    156 leads

    Ignored
    No context, no tools — lists end up unused

  • Brokers struggle with manual work to execute

    Even when a campaign reaches a broker, execution breaks down. Data enrichment, cleaning, configuration, and outreach are all manual — brokers don't have the time or tools to act at scale.

    Manual Execution Steps
    Data enrichment
    ~4 hours
    List cleaning
    ~3 hours
    System configuration
    ~2 hours
    Outreach setup
    ~3 hours
    12+ hours of manual work per campaign

Three modules to execute at scale

From signal detection to automated execution — through your broker network.

  • Module 1

    Predictable Portfolio Insights & Smart Lists

    Detect revenue signals — churn risk, upsell opportunities, unpaid premiums, and renewal windows. Ovio connects to broker BMS data and turns fragmented operational data into clear, prioritised signals that teams can act on.

    Learn more
    Signal Detection
    AI-powered

    12,400

    Policies

    847

    Brokers

    €1.05B

    Premium

    6.2%

    At risk

    Churn Risk€480k
    Cross-Sell€312k
    Unpaid Premiums€168k
    Renewals€92k
  • Module 2

    Co-branded Campaign Execution

    Scalable, co-branded execution through broker networks. Insurers define the campaign — Ovio detects eligible customers, co-brands communications, and lets brokers review and approve with near-zero effort.

    Learn more
    Co-branded Campaigns
    Broker network
    I
    Insurer
    O
    Ovio
    B
    Broker
    C
    Customer

    Life Insurance Renewal

    Sent
    150 brokers · 12,400 customers100%

    Cross-sell Home Insurance

    Active
    150 brokers · 12,400 customers64%

    Premium Reminder Q2

    Queued
    150 brokers · 12,400 customers0%
  • Module 3

    Agent Workflows

    Automate operational workflows between insurer and broker. From quote requests and lead assignments to reporting and renewals — AI-powered agent workflows handle repetitive tasks end-to-end.

    Learn more
    Agent Workflows
    AI-powered

    Active workflows

    12

    Tasks/week

    340

    Avg. resolution

    2.1h

    Quote request → Broker assignment

    Running

    Renewal follow-up automation

    Running

    Lead routing & escalation

    Active
    94% automation rate · 6h avg. time saved per broker/week

Launch your broker campaign in 3 steps

From kick-off to live campaign — in just a few weeks.

Week 1–2

Design & target

Kick-off with timelines and teams. Target group selection and campaign design — target list (query) and campaign copy (CTA).

Target Group
Age 25–554,200
No home policy1,840
Renewal < 90d620
Design Campaign
Week 2–3

Broker selection

Choose your broker target list. Account Managers confirm broker participation. On group level: alignment with broker group leadership.

Broker Selection
Broker Group A
45 brokers
Broker Group B
32 brokers
Individual
18 brokers
Week 3–4

Launch & report

Ovio onboards brokers online and supports BMS uploads. Campaign goes live with real-time reporting: clients per broker, clicks, open rates.

Live Reporting

92

Brokers

12.4k

Reached

31%

Open rate

White-labeled Portfolio Analysis

Offer your brokers portfolio intelligence — under your own brand.

Step 1

License & connect

Insurance company buys licenses for the broker. Brokers connect their BMS data securely.

Step 2

Analyse & predict

Descriptive and predictive analyses run on live portfolio data — surfacing churn risk, cross-sell, and growth signals.

Step 3

Act & grow

Actionable next best actions, joint initiatives, and campaigns — all co-branded and ready to execute.

Proven results

Real outcomes from broker campaigns powered by Ovio.

30%open rate
3.2xROIon campaign spend
4weeksfrom kick-off to live
5partnershipswith broker groups

Flexible partnership models

Start with a pilot, scale per campaign, or go all-in with a framework agreement.

Pilot

Initial setup and co-creation

One off

  • Campaign design & support
  • Broker onboardings
  • Business case validation
  • Up to 25 brokers
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Scale

Scale execution per broker campaign

Per campaign

  • Campaign design & support
  • Broker onboarding(s)
  • <100 brokers: €500 / €250 per broker
  • >100 brokers: €300 / €150 per broker
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Framework

Year-long strategic partnership

Custom

  • Custom pricing
  • Year agreement
  • Dedicated support
  • Unlimited campaigns
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Ready to reach millions of customers through brokers?

Book a discovery call and see how Ovio can power your next broker campaign — from signal to execution.

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