Insurance Management System

Client
Requirements

A well-renowned insurance company that is the wholesaler for the financial institution, Brokers and Dealers approached SwissCode to develop a system that can help them to track case management, underwriting requirements and commission tracking related to their Company. They were used to leverage a ready-made software that used to demand a lot of manual work and had lots of errors. Their team was aware of the capabilities of Salesforce and shared a detailed concept of how they require the system to work based on different scenarios.

Features

We had in-depth discussions with their marketing & sales executives and Salesforce administrators and have implemented multiple projects to optimize Salesforce according to clients’ needs.

Lead Management

The organization can gather the lead details and manage them in an efficient manner

Client Management

The organization can gather client details and keep them in an accurate manner that can help them manage the clients through one single portal.

Application Fulfillment

The organization can automate the application filling and verification process.

Case Management

The organization can feed in the various case details and manage them all through one single portal.

Communication Call Recording Embedded in Salesforce

The organization can manage the various forms of communication along with voice calls and they can even save the call recording.

Whatsapp Integration

The organization can integrate their social media channels such as WhatsApp into the system to enhance communication.

Dynamic Quote Engine

The organization can create and update the insurance quotes and automate the tedious task through a dynamic quote engine.

Dynamic Doc Creator

The organization can create and update the insurance doc and automate the tedious task through a dynamic doc creator.

Detail Report

The organization can create detailed reports about all the insurance policies, clients adding every other detail of the customers to maintain the detailed report in a manageable manner.

Pardot Integration

The organization can keep their accounts in sync with the marketing Lead Database, online marketing, lead management and various other functionalities.

Marketing

The organization can keep their accounts in sync with the marketing Lead Database, online marketing, lead management and various other functionalities.

Challenges

1. Lead Management

The organization used to miss out on various lead opportunities due to the flaws of the legacy system. The Salesforce experts of SwissCode integrated visual Flows that allow them to choose the data such as client’s name, time zone, status, follow-up required, assigned team member and various other things from drop-down lists that have been culled from the most current information available.

2. Inbound call Integration

The client wanted to integrate the inbound calls to their Salesforce that can help them keep the track of their calls so the team of SwissCode created a custom package that can help them keep the track of their inbound calls and give them detailed analytical reports as well.

3. Quote Creation

As every insurance amount differs from the other, the organization required a quote creation algorithm integrated into their Salesforce system. The team of SwissCode helped them with the 28 parameter-based quote creation that can solve their complexity.

Salesforce Services

We have used the latest technologies that can justify client
requirements at the best to deliver bug-free solutions.

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • CPQ
  • Platform Cloud and 3rd Party tools integration
  • Visual flows
  • Lighting objects