Susana Ortega Valle

VP of Product Simply Business

Susana Ortega is VP of Product for Simply Business, a digital broker for small business insurance. In her role, Susana is focused on leveraging technology to provide value to customers. Susana is leading the charge to use generative AI to simplify product language from insurance jargon to layman's terms for customers, resulting in a personalized customer experience.

Another key initiative is personalizing customer journeys. For example, if a customer tells the platform they own a photography business, Simply Business will recommend insurance policies for photographers. Susana believes this personalization results in higher conversions and more loyal customers.

Ultimately, Susana can articulate to attendees how AI is revolutionizing the customer journey at Simply Business – by bringing data together to provide a faster, smarter and more personalized experience.

Day 1 – Monday, April 28, 2025

9:50 AM Panel: Beyond Retention – Using Predictive Data to Deepen Customer Relationships

Retention is corporate-speak, but relationships are personal. With predictive insights, insurers can help customers feel valued by proactively recommending policy adjustments, reaching out ahead of renewals to reduce churn, and ultimately strengthen their role as proactive, customer-centric providers. By leveraging predictive data effectively, insurers can reinforce customer trust and set themselves apart as leaders in customer experience. This session will teach you how to:

Ensure data accuracy and privacy
Integrate predictive analytics with your legacy systems and/or fragmented data structures

Check out the incredible speaker line-up to see who will be joining Susana.

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