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Customer Engagement

Wesleyan Assurance Society

Long standing UK mutual society builds strong customer relationships with clear, consistent, and timely communications.

Client profile

  • Founded in Birmingham, UK in 1841
  • A mutual society with no shareholders
  • Provides tailored financial advice plus a range of products to select professional groups
  • Has 1,600 employees and more than 260,000 customers

Business goals

  • Gain business agility by replacing legacy document generation systems and processes.
  • Improve customer service with more consistent messaging and documentation.
  • Enable document design teams to save time and be more efficient.
  • Demonstrate regulatory compliance in document management.


  • Better customer service, helping to create and sustain long-standing relationships
  • Aids in cross-selling, keeping members informed of additional products
  • Letter changes in minutes vs. 3-6 months
  • Helps demonstrate FCA compliance, reducing business risk

Technologies used

EngageOne® Interactive

Some communications require a human touch. EngageOne Interactive makes it easy for staff members to efficiently engage customers in ways that are accurate, personalised and totally compliant.

Learn more


For years, Wesleyan Assurance Society relied on manual processes and hard-coded letters for its customer-facing communications. The business lacked the agility it needed to revise documents quickly in response to customer, product or regulatory changes, making it difficult to keep messaging consistent and demonstrate its market leadership and expertise. To improve customer experiences and the quality and timeliness of communications, Wesleyan Assurance turned to Pitney Bowes to create a more flexible, template-based approach to document composition. As a result, the mutual society is building stronger customer relationships and realizing compliance benefits.

Business challenge

“The documentation and letters that we send to our members reflect who we are as a business,” explains Keith Harris, Planning & MI Reporting Manager for Wesleyan Assurance Society. “We wanted them to be clear, timely, consistent, and high quality.”

At the same time, the company needed to simplify the creation and maintenance of customer-facing documents. Each manual customer letter took up to 10 minutes to generate, with employees pulling information from multiple CRM and policy management systems. Once a letter was hard-coded, change requests could take as long as six months to complete. Wesleyan Assurance needed an easier, more consistent way to create and manage customer communications.

“Pitney Bowes demonstrated a deep understanding of what we’re trying to achieve as a customer-focused business. We now have a robust solution for customer communications that’s very easy to use.” Keith Harris,
Planning & MI Reporting Manager,
Wesleyan Assurance Society



After a request for proposals (RFP) process, Wesleyan Assurance Society chose the EngageOne® Interactive document composition solution from Pitney Bowes to generate member communications from two new policy administration systems—one for its open book and another for its closed book.

Pitney Bowes worked with Wesleyan Assurance Society’s business managers and document design team to create standardised and sound processes around EngageOne Interactive, giving the business the ability to easily create and maintain documents. “Pitney Bowes demonstrated a great understanding of what we’re trying to achieve as a customer-focused business,” Harris reports. “We now have a robust solution for customer communications that’s very easy to use.”

Wesleyan Assurance Society now has approximately 300 templates set up in EngageOne, enabling more than 1,200 letter variations that conform to slight differences in product messaging. After an employee makes a change in the policy system or a policy event occurs, customer letters are now automatically generated and printed via an overnight batch process. Business users can request alterations to templates and most of them take minutes to change when customer experience, product or regulatory changes occur, such as the recently enacted NHS payment reform in the UK. Wesleyan Assurance can now send timely and accurate communications at every touch point on the customer journey.

“With EngageOne, we can adopt consistent tone and messaging as customers make changes and move between products, inspiring confidence and minimising confusion,” says Brendan Folan, Head of Pensions & Protection for Wesleyan Assurance.

“By automating our customer-facing communications with EngageOne, we’re giving our employees more time to focus on our customers and provide 10-out-of-10 customer service.” Brendan Folan,
Head of Pensions & Protection,
Wesleyan Assurance Society



Now, when customers express interest in a new investment, submit an insurance claim, or apply for a policy, they receive clear communications that keep their experience streamlined and engaging. This helps Wesleyan Assurance create and sustain long-standing relationships with its customers. To create cross-sell opportunities, employees can easily enhance communications to inform customers of other products. Since implementing EngageOne, the company’s Customer Satisfaction scores are trending up, and employees spend much less time on document management. And when FCA audits occur, demonstrating compliance is much easier.

“EngageOne gives us the ability to respond faster to customer needs and regulatory changes, helping us improve customer experiences, enhance compliance, and reduce risk,” Harris adds.

Higher quality customer communications are also helping Wesleyan Assurance from a branding perspective, enabling the company to demonstrate that it understands its customers’ professional and financial needs. In the future, Wesleyan Assurance will use EngageOne e-Messaging to send email and text messages to customers and financial consultants.

“By automating our customer-facing communications with EngageOne, we’re giving our employees more time to focus on our customers and provide 10-out-of-10 customer service,” says Folan. “Pitney Bowes is a great fit for our continuous improvement culture. Technology like this really supports where we want to be for our customers for many generations to come.”

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