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About

Matthew O’Neill

Matthew O’Neill works with insurance professionals to attract more profitable customers, improve retention, and reduce loss ratios through stronger industry partnerships. He is an international professional speaker, risk strategist, and Founder of CX Synergy with more than a decade of experience delivering engaging, highly interactive education programs for underwriters, field representatives, and agents. His work equips insurance professionals with practical tools and frameworks that elevate consultative selling, proactive risk management, and long-term client relationships—shifting conversations beyond price and policy toward prevention, resilience, and sustainable performance.

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Matt is widely recognized for his expertise in predict-and-prevent risk management frameworks, which help reduce claim frequency and severity, strengthen workplace safety culture, and improve outcomes for insureds, agencies, and carriers alike. His methodologies have been integrated into carrier training and leadership development programs, supporting stronger underwriting partnerships, improved loss performance, and more collaborative relationships across the insurance value chain.

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In addition to his speaking and advisory work, Matt serves as Vice President of Risk Strategy and Innovation for OneDigital’s Property & Casualty division, where he works closely with agents, underwriters, and service teams nationwide to advance enterprise risk strategy, innovation, and partnership alignment. Throughout his career, he has partnered with independent agencies, state associations, and carrier organizations across the United States, Canada, and the UK, advocating for consultative, risk-first approaches that transform traditional sales models into comprehensive risk management practices.

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A respected industry voice, Matt has been featured in numerous publications and podcasts and is the author of The Insurance CX Playbook, a monthly LinkedIn newsletter focused on elevating leadership, credibility, and customer experience within the insurance profession. Known for his dynamic, participant-centered speaking style, Matt delivers practical, thought-provoking sessions that leave audiences with actionable insights they can immediately apply.

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Matt O’neill Knows The Insurance Game!

He has worked with everyone from main street businesses to nationally recognized organizations. He is a keynote speaker, workshop facilitator, and trusted advisor to industry professionals who want to grow faster, serve better, and build high-performing teams. Matt is the author of the LinkedIn newsletter The Insurance CX Playbook and has been featured in podcasts, magazines, and video interviews for his thought leadership on customer experience, growth strategy, and retention.

CX Synergy Story

As a customer experience synergy consultancy, we specialize in solving the problem of enhancing customer satisfaction and loyalty. Our services help companies improve their overall customer experience, identify pain points, and implement effective strategies to boost customer engagement and retention. By optimizing customer interactions and aligning business objectives with customer needs, we aim to drive growth, increase customer lifetime value, and create lasting brand loyalty for our clients.

Business Consulting

Contact Us Today

For any inquiries, questions, or feedback, please feel free to reach out to us.

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