A leading personal lines insurance company wanted to modernize its lead management system and drive better business outcomes. They were looking for a proficient technology partner who could provide strategic direction, development expertise, and governance, so they partnered with Exavalu.
Challenge
1
Our client struggled with fragmented lead management processes. They relied on multiple disconnected systems that hindered both their efficiency and visibility. They did not have a unified platform to manage and auto-assign leads based on sales agents' expertise. This limited their insights into customer interactions across product lines like Auto, Home, Membership, and Life.
2
To streamline business operations, our client needed to integrate their Member Relationship Management (MRM) System with Salesforce so that they could get a consolidated view of leads, assignments, and progress in the conversion process.
The Difference Exavalu Delivered
- We adopted a deeply collaborative approach and focused on implementing Financial Services Cloud, integrated with MuleSoft. This connected back-end policy and membership management systems, enabling a unified customer view. We led business requirement grooming, solution design, development, and DevOps to deliver an end-to-end solution, including deployment guidance.
- We then set up a skilled team of Salesforce professionals, blending onshore and offshore resources to efficiently handle their business requirements and development. Our solution incorporated multiple business units and product lines - Auto, Home, Ancillary Benefits, and Life - into a single platform, while empowering business and IT leadership to envision a robust CRM roadmap.
Services Offered
- Advisory
- Implementation
Benefits
Key Highlights
1
35%
Improvement in Lead Conversion
2
~41%
Increase in Target Users
3
250
Sales Agents Managing Leads
