19 Best Customer Data Platform for Insurance Reviewed in 2025
Best Customer Data Platform for Insurance Shortlist
Here’s my shortlist of the best customer data platforms for insurance:
Customer data platforms (CDPs) for insurance help you stitch together policy, claims, underwriting, and digital engagement data so you can segment accurately, personalize at scale, and stay compliant. Instead of wrestling with silos and stale records, a CDP gives you a real-time customer view for smarter cross-sell, proactive retention, and consistent experiences across every channel.
I’ve evaluated leading insurance-ready CDPs based on data integration depth, identity resolution, real-time analytics and segmentation, governance and compliance controls, activation across channels, and price-to-value. In this guide, I’ll break down the best options, why they stand out, and how to pick the right fit for your data stack, regulatory requirements, and growth goals.
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Best Customer Data Platform for Insurance Summary
This comparison chart summarizes pricing details for my top customer data platform for insurance selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-driven insights | 5000 free active hours | $1/user/hour or $150/user/month | Website | |
| 2 | Best for real-time data collection | Free demo available | Pricing upon request | Website | |
| 3 | Best for regulatory compliance | Not available | Website | ||
| 4 | Best for compliance management | Free demo available | Pricing upon request | Website | |
| 5 | Best for cross-device synchronization | Free demo available | Pricing upon request | Website | |
| 6 | Best for scalable systems | Free demo available | Pricing upon request | Website | |
| 7 | Best for secure data activation | Free demo available | Pricing upon request | Website | |
| 8 | Best for unified customer profiles | Free demo available | Pricing upon request | Website | |
| 9 | Best for data integration | 30-day free trial | Pricing upon request | Website | |
| 10 | Best for omnichannel support | Free demo available | Pricing upon request | Website |
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Hiver
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
monday service
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Customer Data Platform for Insurance Reviews
Below are my detailed summaries of the best customer data platforms for insurance that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Twilio is a customer data platform built for insurance and financial services providers. It unifies policyholder data across claims, renewals, and service touchpoints. Insurers can use it to deliver timely and personalized communications across channels.
Why I picked Twilio: Twilio uses AI-driven insights to improve customer data management. Real-time analytics help segment policyholders and predict churn. Fraud prevention and authentication tools strengthen security. This makes it a trusted CDP for personalization and compliance in insurance.
Standout features & integrations:
Features include messaging through SMS and WhatsApp, voice services for calls, and email APIs. It also provides tools for user authentication and fraud prevention. These features are designed to enhance customer engagement and data management.
Integrations include Salesforce, Zendesk, Slack, HubSpot, Shopify, Microsoft Teams, SAP, Google Cloud, AWS, and Stripe.
Pros and cons
Pros:
- Comprehensive fraud prevention
- Strong authentication tools
- AI-driven customer insights
Cons:
- Customization needs coding
- Complex setup for beginners
Tealium is a customer data platform built to support insurance companies with real-time insights. It unifies policyholder data across claims, renewals, and digital interactions. This helps insurers create accurate profiles and deliver more personalized engagement.
Why I picked Tealium: Tealium specializes in real-time data collection, ensuring policyholder information stays accurate and up to date. Its EventStream API Hub captures data from any channel or device for precise profiling. The AudienceStream CDP then turns this data into actionable insights for segmentation and targeting. These capabilities make Tealium a reliable CDP for insurers looking to improve personalization and customer trust.
Standout features & integrations:
Features include tag management, which simplifies the process of managing marketing tags. Data governance tools help maintain data quality and compliance. Additionally, its consent management feature ensures that your team handles customer data responsibly.
Integrations include Google Analytics, Adobe Analytics, Salesforce, HubSpot, Facebook, LinkedIn, Twitter, Shopify, WordPress, and Amazon Web Services.
Pros and cons
Pros:
- Strong data governance
- Easy tag management
- Effective data collection tools
Cons:
- Requires technical expertise
- Steep learning curve
Meiro is a customer data platform that helps insurance providers integrate and manage policyholder data. It consolidates information from claims, underwriting, and customer service into a unified system. Insurers can use it to improve insights while maintaining compliance with industry regulations.
Why I picked Meiro: It excels in regulatory compliance, ensuring insurers meet strict data standards. Governance tools maintain accuracy and security across policyholder records. Its integration features streamline data consolidation from multiple sources. These strengths make Meiro a trusted CDP for managing sensitive insurance data.
Standout features & integrations:
Features include data governance tools that ensure compliance with industry standards. The platform provides analytics to help you understand customer behavior and trends. Additionally, it offers data visualization tools that make complex data more accessible.
Integrations include Salesforce, HubSpot, Microsoft Dynamics, Oracle, SAP, Google Analytics, Amazon Web Services, Tableau, Slack, and Twilio.
Pros and cons
Pros:
- Comprehensive data visualization
- Effective data governance features
- Strong focus on compliance
Cons:
- Initial setup complexity
- Requires technical expertise
Guidewire is a customer data platform built specifically for insurance providers. It unifies data from claims, underwriting, and policies into a single system. Insurers use it to streamline operations and make more informed decisions.
Why I picked Guidewire: It strengthens compliance management with tools that help insurers meet regulatory standards. Data governance features ensure accuracy, security, and integrity across policyholder records. Its analytics support risk assessment and policy optimization. These capabilities make Guidewire a strong CDP choice for improving efficiency in insurance.
Standout features & integrations:
Features include advanced analytics that assist in identifying trends and making informed decisions. Data governance tools ensure compliance with industry standards. The platform also offers risk assessment features that help you evaluate potential challenges and opportunities.
Integrations include Salesforce, Microsoft Azure, Amazon Web Services, SAP, Oracle, Duck Creek Technologies, IBM, Tableau, Google Cloud, and Workday.
Pros and cons
Pros:
- Advanced risk assessment capabilities
- Effective data governance features
- Strong compliance management tools
Cons:
- Customization can be challenging
- Initial setup complexity
Lemnisk is a customer data platform that focuses on delivering personalized marketing experiences for the insurance sector. It helps marketing teams by enhancing customer relationships through data-driven insights and personalized communication.
Why I picked Lemnisk: Lemnisk excels in cross-device synchronization, ensuring a consistent customer experience across all devices. This feature allows your team to track customer interactions seamlessly, providing a unified view of each customer. The platform also offers customer journey orchestration to personalize interactions effectively. Its ability to integrate data from multiple sources enhances the accuracy of customer profiles.
Standout features & integrations:
Features include journey orchestration, allowing you to tailor customer interactions based on individual behaviors. The platform's real-time analytics provide insights into customer preferences and trends. Additionally, it offers advanced segmentation tools to target specific audience groups.
Integrations include Salesforce, Adobe, Oracle, Google Analytics, Marketo, HubSpot, Mailchimp, SAP, IBM, and Microsoft Dynamics.
Pros and cons
Pros:
- Journey orchestration tools
- Real-time analytics capabilities
- Effective cross-device tracking
Cons:
- Complex data management
- High customization demands
Tezo is a customer data platform that helps insurance providers modernize their data operations. It integrates policyholder information across claims, underwriting, and customer service. Insurers can use it to streamline processes and improve decision-making with AI-driven insights.
Why I picked Tezo: It delivers scalable, cloud-native solutions that adapt to evolving insurance needs. Data modernization tools ensure policyholder records are secure and reliable. Self-service dashboards provide real-time visibility into customer and policy data. These capabilities make Tezo a strong CDP for insurers seeking both efficiency and scalability in their data strategy.
Standout features & integrations:
Features include enterprise AI that leverages LLM-powered systems for enhanced analytics. The platform also provides machine learning insights to optimize business processes. Data visualization tools help you interpret complex data easily.
Integrations include Salesforce, Microsoft Azure, Amazon Web Services, Google Cloud Platform, Oracle, SAP, IBM, Tableau, Slack, and HubSpot.
Pros and cons
Pros:
- Cloud-native solutions
- Secure data operations
- Focus on scalable systems
Cons:
- Learning curve for new users
- Requires technical expertise
Hightouch is a customer data platform built for the insurance industry. It transforms raw data into actionable insights for underwriting, claims, and customer engagement. By centralizing and syncing data, it helps insurers deliver more personalized and efficient services.
Why I Picked Hightouch: Hightouch emphasizes secure data activation, meeting strict compliance needs in insurance. Its real-time syncing ensures your teams always work with the most accurate policyholder data. The platform integrates smoothly with existing data warehouses, avoiding costly replacements. This combination of security, speed, and compatibility makes it a strong choice for insurers aiming to modernize their operational ecosystem.
Standout features & integrations:
Features include real-time data syncing, ensuring your team always has access to the latest information. The platform provides custom audience segmentation tools, allowing for targeted marketing efforts. Additionally, it offers a user-friendly interface that simplifies data management tasks.
Integrations include Salesforce, HubSpot, Zendesk, Google Ads, Facebook Ads, Marketo, Mailchimp, Slack, Snowflake, and Amazon Redshif
Pros and cons
Pros:
- Custom audience segmentation
- Seamless integration with warehouses
- Real-time data syncing
Cons:
- Limited offline functionality
- High customization demands
Adobe Real-Time CDP is a customer data platform tailored for businesses seeking to unify their customer interactions across channels. It serves marketers and data analysts by providing tools for real-time data collection and personalized customer experiences.
Why I picked Adobe Real-Time CDP: The platform excels in creating unified customer profiles, allowing your team to consolidate customer data from multiple sources. Features like real-time data ingestion ensure that profiles are always up-to-date. The platform also offers identity resolution, which helps in merging data points into a single customer view. This unified approach enhances your ability to deliver personalized marketing campaigns.
Standout features & integrations:
Features include advanced segmentation, which allows you to target specific audience groups effectively. Predictive analytics tools help forecast customer behavior and trends. Additionally, its data governance capabilities ensure compliance with data protection regulations.
Integrations include Microsoft Dynamics 365, Salesforce, SAP, Marketo, Magento, Amazon Web Services, Google Cloud, Slack, LinkedIn, and Facebook.
Pros and cons
Pros:
- Advanced segmentation options
- Strong identity resolution
- Real-time data updateas
Cons:
- Limited offline functionality
- Complex initial setup
Informatica is a customer data platform that helps insurance providers unify and manage policyholder data. It integrates information from claims, underwriting, and service channels. Insurers can use it to improve data quality and gain a complete view of each customer, including demographics, behavior patterns, and projected lifetime value.
Why I picked Informatica: It stands out for its robust data integration across diverse sources. Data quality tools ensure records remain accurate and consistent. Governance features support compliance with insurance regulations. These strengths make Informatica a reliable CDP for creating a 360-degree policyholder view.
Standout features & integrations:
Features include data quality tools that help you maintain accurate and consistent data. The platform's data governance capabilities ensure compliance with industry standards. Additionally, it offers a 360-degree customer view, allowing for a comprehensive understanding of each customer.
Integrations include Salesforce, SAP, Oracle, Microsoft Azure, Amazon Web Services, Google Cloud Platform, Adobe, Marketo, Tableau, and Snowflake.
Pros and cons
Pros:
- Supports diverse data sources
- Comprehensive customer views
- Effective data quality tools
Cons:
- High customization demands
- Requires technical setup
novomind is a customer data platform that helps insurance providers improve policyholder engagement. It centralizes data from claims, renewals, and service channels into one system. Insurers can use it to deliver consistent and personalized experiences across touchpoints.
Why I picked novomind: It stands out for its omnichannel support, enabling insurers to manage interactions seamlessly across web, email, and messaging. Real-time communication tools ensure fast, reliable responses. Its integration features consolidate policyholder data from multiple sources. These strengths make novomind a strong CDP for enhancing customer service in insurance.
Standout features & integrations:
Features include real-time communication tools that facilitate instant customer interactions. The platform's data integration capabilities ensure all customer information is up-to-date and accessible. Additionally, it offers analytics tools that help you understand customer behavior and preferences.
Integrations include Salesforce, Microsoft Dynamics, SAP, Oracle, Zendesk, Freshdesk, Amazon Web Services, Google Cloud, IBM, and Twilio.
Pros and cons
Pros:
- Effective data integration
- Real-time communication tools
- Strong omnichannel capabilities
Cons:
- Limited offline functionality
- High customization demands
Other Customer Data Platform for Insurance
Here are some additional customer data platforms for insurance options that didn’t make it onto my shortlist, but are still worth checking out:
- SAS Viya
For advanced analytics
- Insider
For predictive behavior insights
- Treasure Data
For enterprise scalability
- Fullstory
For user experience analytics
- DinMo
For data privacy compliance
- Xceedance
For insurance data modeling
- ADA Global
For AI-driven personalization
- Gong
For sales team insights
- FirstHive
For cross-channel marketing
Customer Data Platform for Insurance Selection Criteria
When selecting the best customer data platform for insurance to include in this list, I considered common buyer needs and pain points like data integration challenges and regulatory compliance requirements. I also used the following framework to keep my evaluation structured and fair:
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Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Customer data integration
- Real-time data processing
- Customer segmentation
- Data analytics and reporting
- Compliance management
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven insights
- Cross-device synchronization
- Predictive analytics
- Advanced data visualization
- Customizable dashboards
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Ease of navigation
- Customization options
- Learning curve
- Mobile accessibility
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars
- Step-by-step guides
- Supportive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Access to live chat
- Responsive email support
- Comprehensive knowledge base
- Dedicated account managers
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Flexible pricing plans
- Transparent cost structure
- Features included in basic plans
- Discounts for annual subscriptions
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly praised features
- Frequent complaints
- User testimonials
- Feedback on customer support
How to Choose a Customer Data Platform for Insurance
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Can the platform grow with your business? Consider future needs and whether the tool can handle increased data volume and user load without extra costs or issues. |
| Integrations | Does it connect with your existing systems? Check compatibility with tools like CRM, marketing platforms, and analytics solutions to avoid data silos. |
| Customizability | Can you tailor the platform to your workflows? Look for flexible features that allow you to adjust processes without needing a developer. |
| Ease of use | Is the interface user-friendly? Ensure team members can navigate it quickly without extensive training, which can reduce downtime and increase productivity. |
| Implementation and onboarding | How long will it take to get set up? Consider the time and resources required to fully integrate and train your team on the new system. |
| Cost | Is the pricing transparent and within budget? Compare costs across vendors, including hidden fees or charges for additional users or features. |
| Security safeguards | How does the platform protect your data? Look for encryption, access controls, and compliance with data protection regulations to ensure sensitive information is safe. |
| Compliance requirements | Does the platform meet industry standards? Ensure it aligns with regulations specific to your sector, such as GDPR or HIPAA, to avoid legal issues. |
What Is a Customer Data Platform for Insurance?
A customer data platform for insurance centralizes policy, claims, and engagement data into unified customer profiles. By integrating sources and applying real-time analytics, it helps insurers personalize interactions, predict behavior, identify upsell opportunities, and stay compliant. Teams across marketing, service, and underwriting use CDPs to improve efficiency, retention, and regulatory confidence.
Features of Customer Data Platform for Insurance
When selecting a customer data platform for insurance, keep an eye out for the following key features:
- Data integration: Combines customer data from various sources into a single view, enhancing data accuracy and accessibility.
- Real-time analytics: Provides immediate insights into customer behavior, enabling timely and informed decision-making.
- Customer segmentation: Divides customers into groups based on shared characteristics, allowing for targeted marketing and personalized interactions.
- Compliance management: Ensures adherence to industry regulations, reducing legal risks and maintaining data protection standards.
- Data visualization: Transforms complex data into easy-to-understand visual formats, aiding in the interpretation of insights.
- Identity resolution: Merges data from different sources to create a unified customer profile, improving personalization efforts.
- Predictive analytics: Anticipates customer needs and behaviors, helping to strategize future business actions.
- Omnichannel support: Manages customer interactions across multiple channels, providing a consistent and integrated experience.
- Customizable dashboards: Allows users to tailor the interface to their needs, improving workflow efficiency and user satisfaction.
- Security safeguards: Protects sensitive customer data through encryption and access controls, ensuring information remains secure.
Benefits of Customer Data Platform for Insurance
Implementing a customer data platform for insurance provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved customer understanding: By integrating and analyzing data, you gain a clearer view of customer needs and preferences, enhancing your ability to serve them better.
- Enhanced decision-making: Real-time analytics provide immediate insights, allowing your team to make informed decisions quickly.
- Personalized marketing: Customer segmentation and identity resolution enable targeted campaigns, improving engagement and conversion rates.
- Regulatory compliance: Compliance management features help ensure you meet industry standards, reducing the risk of fines and legal issues.
- Consistent customer experience: Omnichannel support ensures interactions are integrated across platforms, providing a unified experience for customers.
- Increased efficiency: Customizable dashboards and data visualization make it easier to interpret data, saving time and improving productivity.
- Data security: Security safeguards protect sensitive information, giving you peace of mind and maintaining customer trust.
Costs and Pricing of Customer Data Platform for Insurance
Selecting a customer data platform for insurance requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in a customer data platform for insurance solutions:
Plan Comparison Table for Customer Data Platform for Insurance
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic data integration, limited analytics, and basic customer segmentation. |
| Personal Plan | $10-$30/user/month | Enhanced data integration, real-time analytics, advanced customer segmentation, and limited compliance management. |
| Business Plan | $40-$70/user/month | Full data integration, comprehensive analytics, customer segmentation, compliance management, and customizable dashboards. |
| Enterprise Plan | $80-$150/user/month | All features from lower tiers, advanced analytics, full compliance management, omnichannel support, and personalized customer experiences. |
Customer Data Platform for Insurance FAQs
Here are some answers to common questions about a customer data platform for insurance:
What is the difference between a data platform and a customer data platform?
A data platform collects and manages data in general, while a customer data platform (CDP) specifically targets customer data. CDPs integrate and unify customer information from multiple sources, offering a comprehensive view for marketing and customer service teams to enhance personalization efforts.
What is the difference between MDM and CDP?
Master Data Management (MDM) focuses on ensuring data consistency and accuracy across systems, identifying if records refer to the same entity. A CDP, on the other hand, gathers customer data to understand behaviors and preferences, helping marketers take informed actions for better customer engagement.
How do customer data platforms handle data privacy?
Customer data platforms implement security measures like encryption and access controls to protect sensitive information. They often comply with data protection regulations like GDPR, ensuring that your team can manage customer data responsibly and maintain trust with your clients.
Can a customer data platform improve marketing campaigns?
Yes, a customer data platform can significantly enhance marketing campaigns by providing detailed customer insights. By segmenting audiences and analyzing behaviors, your team can create targeted and personalized marketing strategies that resonate more effectively with different customer groups.
How does a customer data platform support compliance?
A customer data platform supports compliance by offering tools that manage and track data usage according to industry regulations. This ensures that your company adheres to legal standards, reducing the risk of fines and enhancing data governance practices.
What industries benefit most from customer data platforms?
Industries that rely heavily on customer insights, such as insurance, finance, retail, and healthcare, benefit greatly from customer data platforms. These tools help businesses in these sectors improve customer engagement, personalize experiences, and make data-driven decisions to stay competitive.
What’s Next:
If you're in the process of researching customer data platforms for insurance, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.