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Marketing Cloud, Sales Cloud, Service Cloud, Experience Cloud Managed Services

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%.