How Pattern enhanced their sales processes by making the switch from Marketing Cloud to Ortto


email open rate


higher open rate than industry average


welcome email open rate

After losing business due to technical issues and communications not going out as expected, Pattern was in need of a marketing automation solution that would get the job done. They chose Ortto, and since have seen open rates as high as 64.7% – three times higher than the industry average.

We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.

Mica Shtewi, Tech Manager at Pattern

It takes physicians over a decade to get qualified in their field – that’s a big sacrifice and an even bigger investment. So, what happens if, after completing their training, a physician cannot work due to an injury or illness?

This was the question that sparked an idea between two friends, and in 2013 Pattern was born. Today, Pattern is an independent broker of true own-occupation disability insurance that specializes in educating doctors about protecting their income and their training investment.

In order to educate doctors about disability and life insurance and to assist them in finding the right-fit policy, Pattern needed to have a robust and streamlined sales process. However, they were experiencing some major difficulties that were inhibiting key processes and causing them to lose business as a consequence.

About Pattern

Pattern is an independent broker of physician true own-occupation disability insurance. Pattern’s mission is to help doctors protect their income in case they have a disabling event that prevents them from being able to do the specific job they trained for.

Launched: 2013

Location: United States

Industry: Financial services

Size: 30-50 employees

Top features

Email Marketing

Email Marketing

Automate personalized messages with Ortto's email marketing software. Increase open rates with Ortto AI, track results with advanced analytics, and create beautiful branded emails with ease.

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Create customer journeys with Ortto's intuitive and visual journey builder. Automate repetitive tasks and get more time to strategize and optimize.

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Custom Activities

Custom Activities

With all your data integrated into one customer data platform, you can build custom activities based on any combination of data. Layer payment plan, location, demographic, browser, and action-based data to target with precision.

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Final word

Pattern has an important message to spread: the more physicians they can educate about disability insurance, the better decisions physicians can make, and the more lives that are changed.

In the past, completing simple tasks such as sending emails has been difficult for Pattern and they have not been able to effectively nurture leads down the sales funnel. Now, with Ortto – a marketing automation software that facilitates better communication throughout the sales process – they are reaching more clients and are driving more conversions.

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