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Insurance
Unified Policy and Customer Data Management
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Insurance agencies managing policy and customer data across multiple carrier systems with no unified view of client relationships and coverage.
Solution
Implement Salesforce FSC for Insurance with custom policy objects, carrier integration, household relationships, and unified customer view.
Key Outcomes
- 360-degree client and policy view
- Unified household relationship mapping
- Real-time policy status visibility
- Enhanced cross-sell opportunities
Tags
policy-administrationinsurancefscclient-360data-management
Implementation Timeline
12-16 weeks
High Complexity