Case studies/Eduhealth
Insurance
One platform for every customer, policy and renewal
Eduhealth provides health insurance to the people education depends on: teachers, teaching assistants and university lecturers. We rebuilt their scattered systems into one bespoke platform that now runs the business end to end: customers, leads, policies and annual renewals.
5,000+ automations
renewal tasks automated every year: policies renewed, payments collected and documents issued without manual effort
Search contacts…Total deal amount
£6,917
Average per deal: £407
Open deal amount
£5,636
Average per deal: £403
Closed deal amount
£1,281
Average per deal: £427
New deal amount
£1,541
Average per deal: £385
Average deal age
11.4 days
Across open deals
Product discussion
4£1,541 | Total amount
Sarah Whitfield
Teacher · Individual cover
£342 / year
Daniel Okafor
Teaching Assistant · Individual
£298 / year
Priya Sharma
Lecturer · Couple cover
£415 / year
Mark Rowbotham
Head of Science · Family cover
£486 / year
Proposal accepted
3£1,302 | Total amount
Emma Claydon
Teacher · Family cover
£512 / year
James Whitlow
Lecturer · Individual
£330 / year
Hannah Byrne
SENCO · Couple cover
£460 / year
Preparing Paperwork
2£673 | Total amount
Oliver Grant
Teaching Assistant · Individual
£298 / year
Lucy Trent
Deputy Head · Family cover
£375 / year
Underwriting sent
3£1,345 | Total amount
Aisha Khan
Lecturer · Couple cover
£445 / year
Tom Bradley
Teacher · Individual
£380 / year
Georgia Mills
Business Manager · Family cover
£520 / year
Objection handling
2£775 | Total amount
Ryan Cole
Teacher · Individual
£365 / year
Nadia Hussain
Lecturer · Couple cover
£410 / year
Paperwork submitted
3£1,281 | Total amount
Beth Sanders
Teacher · Family cover
£490 / year
Craig Donnelly
Site Manager · Individual
£336 / year
Fiona Adeyemi
Lecturer · Couple cover
£455 / year
Emma Claydon
Advisor: Rachel Turner
Contact details
Mobile
07700 900412
emma.claydon@example.co.uk
Address
Flat 4, Maple Court, Orchard Lane, Leeds LS6 3AP
Membership info
Plan info
Latest activity
Recent interactions and updates for this contact
Renewal documents generated and emailed
Policy schedule + certificate PDF · automated
GoCardless payment collected: £42.66
Monthly instalment · Family cover
AI summary added to record
"Happy with renewal price. Asked about adding dependant."
Email opened: Your renewal confirmation
Sent automatically after renewal completed
Policy renewed automatically
Family cover · 12 months · no manual steps
Call logged: renewal query
4m 12s · handled by advisor
The client
Eduhealth is a specialist UK health insurance provider serving the education sector. Their customers are the people who keep schools, colleges and universities running. Policies, renewals and customer care are the heart of the operation.
The challenge
The business had grown across disconnected systems: customer records in one place, policies in another, finance and communications elsewhere. Each system did its job. None of them talked to each other.
Day-to-day work meant moving between platforms and re-keying the same information, with annual renewals, the rhythm of the whole business, managed without a single view of the customer behind them.
The solution
One platform, designed around the operation.
We rebuilt the core of the business as one bespoke platform: customers, leads, policies and annual renewals managed in a single system designed around how Eduhealth actually works, with policy documents generated and communications sent from the same place.
The platform connects the tools the team already relies on: GoCardless for collections, 3CX telephony, HubSpot, Google and QuickBooks for accounting. AI is built into the everyday workflow rather than beside it. Management reports and end-of-year projections now come straight from the system.
- Customer, lead and policy management in one system
- Annual renewals managed end to end
- PDF policy document generation
- Automated email communications
- AI built into everyday workflows
- Two-factor authentication and role-based access
- Management reports and end-of-year projections
Integrated with
What changed
The business runs on one system now.
One platform in place of scattered systems, with a single view of every customer and policy
Renewals, policy documents and payment collection run without manual effort
Leadership works from live reports and projections, not hand-assembled packs
A platform that keeps gaining capability: QuickBooks and AI features added since launch
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