Content Library

Explore our educational content to learn more about how Aureus can provide your customer with an EPIC customer experience


SentiMeter® for Personalized Customer Engagement

This client was looking to provide better customer-focused service by having one single view of the customer's journey.

Improve Agent Productivity with AI-Powered Analytics

Our client wanted to know which of their agents would likely generate a new policy in the near future, as well as improve their agent's productivity.

Identify Cross-sell Opportunities Using Customer Predictive Analytics

Enhance revenue growth opportunities with existing customers through effective cross-selling.

Using SentiMeter® to Improve Customer Experience

In this case study our client was struggling to centralize their data across the enterprise to enable a complete view of the sentiment of every single customer.

Optimizing Cross-Sell Efficiency for a Large Life Insurer

This Life insurer was have difficulty identifying the right product for the right customer.

Making Cross-Sell Effective for a Leading Insurance Broker

Aureus helped this major insurer develop a better cross-sell model.


Non-Standard Auto MGA

Aureus implemented predictive models to identify customers who were at risk of non-renewal.

Recommending the Right Product to the Right Prospects

It was crucial for this insurer to have an accurate understanding of their customers' needs.

Improving Agent On-boarding Using Machine Learning

This client increased their efficiency by improving the percentage of successful agent candidates.

Policyholder Retention for Personal Lines Auto

AI technologies can quickly identify policies that need to be reviewed to identify customers who are at risk for non-renewal.

Account Rounding for Service Center Agents

Sentiment and predictive analytics can help in determining cross-sell and upsell opportunities.

Transforming the Customer Journey with an AI-Enabled Customer One View

Learn how an AI-enabled single view of the customer can help insurers understand how customers are feeling today to predict the next best action.

How Sentiment Analytics Can Improve CX: An Agent's Perspective

Join Jackie Vergne and Kurt Thoennessen from Ericson Insurance Advisors to learn how Sentiment Analytics can help your organization pro-actively identify issues so they can be resolved to improve the customer experience of your policyholders.

The Life Cycle of a Predictive Model

Join Aureus Analytic's Dr. Nilesh Karnik and Jackie Vergne as they review a customer case study where the life cycle of two predictive models were developed for improving policyholder retention.

Voice Analytics - A New Avenue in Generating Innovation and Product Development

Join Ewelina (Evie) Mroczek, AVP, Product and Market Research at Lincoln Financial Group and Jackie Vergne from Aureus Analytics as they discuss how new technologies such as voice data analytics can help insurers learn more about their book of business and be applied to developing new products or updating existing ones.

How Data Sharing Can Remove the Friction of Adopting New Technologies

Join Mark Stender, President of Intellagents and Jackie Vergne from Aureus Analytics, as they discuss how, when done correctly, data sharing can be an enabler as opposed to an inhibitor for evaluating and adopting new cloud-based technologies and solutions.

Understanding SentiMeter®

Understanding the sentiment of your customer is not always easy. Customer surveys can provide only so much information. You need to collect implicit feedback as well as explicit feedback. Aureus Analytic's SentiMeter® can help you do this.

Data Integration with CRUX

Learn how data stream-based integration can easily bring all of your different datasets together.

Four Stages of Predictive Modeling and How Business Aspects Influence Them

Learn about some of the business factors that influence
the main stages of model development.

AI Masterclass

View this Masterclass in which Dr. Karnik will explore the applications of artificial intelligence for the non-technical business user. Upon laying the foundation, Dr. Karnik will focus on examples of actual implementations of AI applications that are in production today, followed by best practices for developing and maintaining practical applications in the insurance industry.

Aureus Analytics


Policies Processed


Number of Policyholders


Digital Predictions Delivered