Results in practice
Four cases from practice - at four leading brokers in the Netherlands. Concrete figures, real conversations, measurable impact.
The gap between experimentation and scale is wide. Our clients are in that 7% — the cases below show how.
Our clients use Onesurance to build a data lead in their market - and that is strategic.
That is why we do not publicly share names and exact results. In a personal conversation, Onesurance - with consent - shares the client name behind the case and the relevant contacts.
Case study
Advisory chain · part of major Dutch insurer
Client since May 2024How does an advisory chain stop lapse — before clients cancel?
Advisory chain within major Dutch insurer. ~85 advisors, multiple offices, personal and commercial lines.
The approach
EDA & business case
Book, data quality and lapse patterns analysed. Baseline: 14% lapse. Model: 10× more accurate than random selection.
Pilot Top Defend
Lapse predictions live at 5 offices. Weekly feedback cycles with advisors. First retention results visible.
Rollout Top Defend + Sales + AI Agent
Live across all ~85 advisors. Contact rate from 50% to 75%. AI Agent active at pilot offices for outreach via email and chat.
"We often only called clients after they had already cancelled. It felt like turning up late to the party."
Project manager · advisory chain"AI showed us precisely which clients needed additional cover. Hit ratio of more than 90%. The AI predicts it - the advisor makes it happen."
Project manager · advisory chain12.9% → 3.3% personal · 11.9% → 4.1% commercial
CLV contacted group
Case study
National advisory chain · part of insurance holding
Client since March 2024How does a large consolidator actively steer retention — across all brands at once?
National advisory chain, part of insurance holding. ~70K relationships, ~230K policies, multiple brands.
The approach
EDA & business case
Data quality, lapse, CLV and cross-sell analysed across the full book. Baseline: ~9% lapse. Top 1% risk 5× more accurate than random.
Pilot Top Defend
Monthly work lists with at-risk clients across multiple offices. Advisors logged follow-up; model learned every round.
Rollout — one work list for all modules
Top Sales, Top Care and Top Fit added. All advisors in one portal with management dashboard. Parent holding approves rollout to remaining brands.
"In clients we actually spoke to, lapse rates dropped by around 60%. The data consistently identified the right client - all we had to do was have the conversation."
Onesurance Quarterly Business Review · February 2026"No more loose Excel exports. One work list, one dashboard, clear choices. Advisors use it every day."
Business owner · national advisory chainNearly €400,000 in retained customer value across more than 1,000 targeted conversations - with a payback period of less than one month.
Leadership is targeting an EBITDA uplift of around 30% once the approach is fully embedded. Not by hiring more people, but by enabling advisors to pick sharper - who to talk to, when, and about what. Next phase: rollout to the remaining brands within the holding and an AI agent that partially automates portfolio review conversations.
13.2% → 5.5%
CLV contacted group
Case study
Top-10 broker · Netherlands · MGA
Client since May 2025More value per advisor — without adding capacity
Top-10 broker with MGA. ~120K personal and ~25K commercial relationships, multiple offices.
The approach
EDA & business case
Business Impact Assessment across the full book. Success criteria and pilot offices established. Model: 5.9× more accurate than random selection.
Pilot Top Defend + Sales
Biweekly work lists at pilot offices. Seven rounds with stand-ups and monthly management reviews. A/B test across ~2,500 relationships confirms impact.
Rollout — all offices + Top Care
Live at all offices. Top Care added. Adoption ~70%, top office 95%. AI Agent for automatic scheduling in preparation (Q2 2026).
"For contacted relationships we saw commission losses drop by roughly 90%. The data spotted it before the advisor did."
Onesurance QBR report · February 2026"The most enthusiastic office shows what is possible: 95% adoption, 67% contact rate - and the only office with a positive commission delta."
Internal analysis · top-10 brokercommission retained
no policies lost
via 1 Defend contact
additional commission
potential · 4 lines
potential · 2 lines
called back
The advisor chose not to make contact - an active decision. The data shows that contacted relationships cut commission losses by around 90% compared to non-contacted relationships.
commission lost
CLV lost
commission lost
CLV lost
Over €1 million in additional book value per year - with advisor capacity unchanged.
The difference is not in working harder, but in knowing which relationship deserves attention and when. The AI flags. The advisor makes it happen. Adoption now sits at around 70% and is still climbing - the next phase, automatic scheduling via an AI agent, puts 90%+ within reach.
contacted vs. not contacted
with unchanged advisor capacity
Case study
Independent advisory group · multiple offices · personal & commercial · part of German consolidator
Client since October 2025From Excel lists to a data-driven client rhythm — in one quarter
Independent advisory group with own MGA. ~65K relationships, ~250K policies, personal and commercial.
The approach
EDA & business case
Data and business check on the full book. AI engine trained on own data. Baseline: ~14% lapse. Model: 100% precision on top list in the first quarter.
Pilot Top Defend + Top Sales
Biweekly work lists at all offices. Five rounds with bidirectional feedback between management and advisors.
Rollout — Top Care, Acquire & agents
Top Care and Top Risk added. Acquire pilot for commercial prospects. Defend mail + chat in preparation. New advisor portal H2 2026.
"Every two weeks we get exactly the relationships we should have been on top of in advance. Advisors no longer search - they call."
Business owner · independent advisory group"On the top risk list we have not seen a single cancellation this quarter. That says everything about the timing of the signals."
Onesurance Quarterly Business Review · Q1 2026A working rhythm of data-driven client management across all offices - within one quarter.
No longer a pilot tucked away in a corner, but part of every advisor's biweekly cadence. The next phase - Acquire and the first Defend agents - brings new acquisition and automation within reach.
Jan – Apr 2026
CLV · contacted Defend group
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