APRIL Insurance, a global leader in insurance services, operates across 16 countries and supports a network of 15,000 brokers. As the leading wholesale broker in France, APRIL aimed to elevate its digital transformation initiatives by automating customer and prospect data reconciliation. With Semarchy Data Management, APRIL streamlined its data management processes, improving visibility and creating new revenue opportunities through enhanced cross-sell and up-sell capabilities.

APRIL needed to overcome the complexities of managing customer and prospect data across its global subsidiaries to drive better insights and operational efficiency. Key challenges included:

Disparate data sources
APRIL’s subsidiaries brought diverse data systems, formats, and processes, making it difficult to consistently reconcile and integrate customer and prospect data.

Manual data processes
Customer and prospect reconciliation relied heavily on manual queries and macros, wasting time and resources on technical operations with no strategic value.

Inconsistent data quality
Varying data standards across subsidiaries created inconsistencies, limiting APRIL’s ability to trust the accuracy and completeness of its data.

Limited business visibility
Fragmented data prevented APRIL from gaining a unified view of customers across business lines, hampering its ability to identify cross-sell and up-sell opportunities.

To address these challenges, APRIL partnered with Semarchy to implement a centralized Master Data Management (MDM) solution. The strategy focused on:

• Automating customer and prospect matching: Semarchy’s powerful matching and deduplication engine enabled APRIL to reconcile customer and prospect data seamlessly, reducing reliance on manual processes.
• Creating a unified data platform: By aggregating data from all subsidiaries, Semarchy provided APRIL with a consistent source of truth for customers and prospects across all business lines.
• Enhancing data governance: Semarchy introduced advanced governance capabilities, ensuring compliance with privacy and retention requirements while maintaining high data quality standards.
• Leveraging agile data rules: APRIL benefited from Semarchy’s flexible platform, allowing quick updates to data models and rules as business needs evolved.

The implementation of Semarchy’s MDM platform delivered measurable and impactful results for APRIL:

• Increased revenue opportunities: APRIL unlocked new cross-sell and up-sell potential by aligning customer and prospect data across business lines, improving business visibility.
• Streamlined operations: Automated data reconciliation reduced the time and resources spent on manual processes, enabling teams to focus on strategic initiatives.
• Improved data quality and visibility: A unified data platform provided accurate, up-to-date insights, empowering APRIL to deliver better customer experiences and strategic decision-making.
• Enhanced compliance and security: APRIL ensured data privacy and met retention requirements with robust governance tools, safeguarding sensitive customer information.