-73%
Quote Processing Time
94%
Client Satisfaction
$2.1M
Annual Cost Savings
89%
Policy Retention
Client Overview
Industry
Property & Casualty Insurance
Annual Premium
$180M+
Employees
187 (42 licensed agents)
Active Policies
28,000+
Project Duration
18 weeks
The Challenge
- 1Manual quote generation taking 3-5 days
- 2Siloed data across 4 different systems
- 3Limited visibility into policy renewals
- 4Compliance documentation scattered
- 5No automated workflow for claims
- 6Poor client communication tracking
Our Solution
Comprehensive Salesforce FSC implementation with integrated quoting, policy management, and client engagement tools
Salesforce Financial Services Cloud
Unified platform for all insurance operations
Automated Quote Generation
Integrated with rating engines for instant quotes
Client 360 Dashboard
Complete view of policies, claims, and interactions
Renewal Management
Automated alerts and workflow for policy renewals
Measurable Results
Significant improvements across all key performance indicators
Metric
Quote Processing
Before
3-5 days
After
4-8 hours
73% faster
Metric
Client Satisfaction Score
Before
67/100
After
94/100
+40%
Metric
Policy Retention Rate
Before
76%
After
89%
+17%
Metric
Operational Costs
Before
$4.2M/year
After
$2.1M/year
-50%