A leading insurance company in the United States and a leader in financial services globally





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A leading insurance company in the United States and a leader in financial services globally .


  • De-centralized sales processes and system to manage large accounts
  • Complex customer on-boarding experience including managing customer contacts
  • Customer activity management including deeper understanding to buying pattern, decision process with analytics & reporting
  • Provide mobility access to improve field productivity and customer engagement

Solution & Benefits

  • Entire solution built and implemented on Salesforce platform
  • Provide mobile access via Salesforce1 for agents to capture all customer details
  • Automated process across all the activities leveraging process builder.
  • Implemented the organization security model to comply with regulatory requirements and access controls based on role & responsibilities and hierarchies.
  • Build tools and automated system to extract, cleanse and load data from existing system to new system
  • Build reports and dashboards for both operational and executive level
  • Setting up the Pilot system for implementing Wave Analytics to improve quality and insights on the current reporting system

Customer Success Stories

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