Historically, the insurance sector has operated under a paradox: companies swim in oceans of data, but their sales and marketing teams often suffer from a lack of information. For years, launching a targeted campaign depended on a ticket to IT, a wait of days (or weeks), and a result that, by the time it arrived, had already lost its commercial relevance.

The Baloise Insurance case, in partnership with Veezoo, is not just a technological success story; it's a manifesto for the business-centric approach that Keyrus champions today. It's not about having data for the sake of having data, but about democratising it and making the job easier for those who make business decisions, without requiring them to be data scientists.

The cost of dependency

In the traditional model, a regional agent with a brilliant idea for a cross-selling campaign faced an invisible barrier: identifying, for example, customers between 20 and 30 years old without home insurance who hadn't had an in-person meeting in two years. This request required complex database queries.

When this happens, the following critical problems arise:

• Opportunity cost: ideas get cold in the IT queue

• Lack of relevance: Mass campaigns erode customer trust.

• Operational burden: technical teams wasting time on basic reports instead of advanced analytics.

The answer: natural language for business decisions

Baloise changed the game by allowing its employees to ask simple questions in multiple languages—German, English, or French—to obtain complex answers. By integrating a natural language interface, the sales force regained autonomy.

From Keyrus' perspective, this is the core of digital transformation: eliminating the friction between the business question and the data answer. When an agent can see in seconds which customers in their area have car insurance but lack legal protection, the sale ceases to be a "cold call" and becomes advice based on real needs.

Impact on the Bottom Line: Cross-selling and efficiency

The results of this business-oriented approach are tangible:

• Hyper-specific segmentation: smaller campaigns, but infinitely more effective.

• Increased ROI: By offering products that the customer truly needs, the conversion rate skyrockets.

• Organisational agility: decisions based on facts, made in minutes, not days.

Data as a common language

At Keyrus, we believe the future of consulting lies not in delivering complex tools, but in enabling capabilities that allow companies to be data-driven from the ground up. Baloise is an example of how the path to digital maturity involves empowering people at the point of sale.

“For me, it was important to provide our sales promoters with a tool that would allow them to develop campaign ideas based on our customers’ needs. With Veezoo, they can easily and quickly make even complex queries down to the contract level and validate ideas,” says Patrick Schmutz, Regional Marketing Distribution Manager at Baloise.

If your organisation still relies on intermediaries to understand its own customers, it doesn't have a data problem; it has an agility problem. Technology already allows you to speak to data in your own language; the next step is having the business acumen to ask the right questions.