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insurance consulting services

Empowering Insurers in the Digital Era

Insurance serves a noble purpose: to protect individual and business property, liability, and financial obligations.

Our team of insurance industry consulting experts has helped more than half of the top ten life, annuity, and property and casualty companies in the United States do just this. With our insurance industry know-how and deep experience with the technologies that drive transformation, we equip national and regional carriers to modernize, innovate, and disrupt to win in the increasingly competitive insurance market.

Leading Insurance Carriers Count on Us

We've Got You Covered

Carriers continue to face turbulent macroeconomic conditions, a tight labor market, and the rise of environmental and social changes. At the same time, policy holders and agents expect hyper-personalized interactions across the insurance value chain, from shopping to buying, services, and claims. This shift pressures carriers to rapidly evolve technology and data ecosystems while transforming internal processes and relationships.

With our support, you’ll be able to protect more of what matters to your clients: their homes, cars, investments, and businesses. Our industry experts help:

  • Modernize operations to respond to evolving agent, broker, and consumer expectations in a digital operating environment
  • Enable platforms, process optimization, and workflow automation to ease use and enhance price competitiveness
  • Turn data into opportunities that drive distribution, underwriting, claims, and customer moments that matter
  • Reduce underwriting expenses while improving the quality of services

Tap Into Our Deep Insurance Experience

We help carriers transform operations across lines, equipping them to meet the unique demands of today’s individuals and businesses.

Modernizing Carriers Across All Touchpoints

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Brand Awareness

We help you drive awareness and consideration of your product.

How We Do It

  • Digital Strategy
  • Digital Marketing
  • Experience Design


Prepare for the digitally enlightened consumer who has unique, heightened expectations for hyper personalization.

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Catching a customer at the right time is essential. Perficient helps you convert prospective B2B and B2C clients.

How We Do It

  • Customer Journey Expertise
  • Commerce
  • Mobile
  • Product Engineering


Meet your clients where they are and create real-time, frictionless experiences.

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Now that you have a new client, retention and wallet share become critical growth factors.  We’ll help you maximize lifetime values.

How We Do It

  • Contact Centers
  • Integration/APIs
  • Automation
  • CX Platforms
  • Managed Service Offerings
  • Results

    Engage and communicate with customers and agents through customer-centric solutions.

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Experience Quality

We enable you to act swiftly and accurately when engaging with policyholders and claimants, helping you keep your promise to protect.

How We Do It

  • Automation
  • Artificial Intelligence
  • Predictive Analytics
  • Prescriptive Analytics
  • Payments


Improve the speed and quality of engagement by leveraging intelligence to improve experiences, optimize loss cost, and identify and reduce fraudulent activity.

Technology Efficiency

All elements of the value chain must be integrated to optimize organizational productivity and integrate the customer experience.

Solutions to Your Challenges

Read & Hear Our Views

Meet the Experts

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Brian Bell

Brian Bell leads Perficient’s insurance practice with more than 25 years of experience, half of which was spent at a Fortune 100 diversified insurance company. He has served in many key positions during his career, including marketing, finance, and technology.


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David Wiesel

David Wiesel is general manager of Perficient’s financial services practice and is responsible for the team’s key activities and overall growth. He plays a critical role in overseeing client relationships and group operations.


Are You Ready to Improve Your Productivity and Efficiency?