About Our Client
Marketing Cloud, Sales Cloud, Service Cloud, and Experience Cloud managed services for a market leader in offering property and casualty insurance offerings.
Business Challenges
- Inconsistent customer experience across sales, customer service, and marketing interactions.
- Lower productivity due to inadequate agent onboarding processes.
- No process for agents to record leads generated from customer service inquiries Difficult and complex quotation process for insurance policies.
- Disparate technologies and tools utilized in the sale process.
Our Solution
- Designed next generation agent processes with marketing cloud journeys Implemented Experience Cloud providing a collaboration forum for agents and insurance partners.
- Implemented Sales Cloud standardizing management of sales leads and opportunities.
- Built custom integrations with Marketing Cloud and Sales Cloud.
- Built custom application for Agents to seamless synch data with Salesforce Built quick quotation capabilities and automated the policy generation process Digitized customer signatures with DocuSign for quotations.
Value Delivered
- Consistent customer experience with standardized quotations and policy generation for a customers.
- Reduced agent onboarding time by 35%.
- Improved engagement with agents and insurance partners.
- Reduced turnaround time for quotation generation and policy generation by 25%.
- Improved customer support resolution times by 15%.
- Automated sales processes and reduced sales operations costs by 10%.
