Client Success Story - Global Insurance Company achieves simplified and transparent communications

A Global Insurance Company achieves simplified and transparent communications

Persistent helped the client achieve simplified communication by setting up a central management tool for policies and associated documents in the issuance process.

Challenges

A leading Global Insurance Company was struggling due to extensive exchange of information and documents between it’s employees and external partners. Information was primarily exchanged via e-mail and there was no option to centrally manage the current status of individual insurance policies.

Solution
  • Implemented Salesforce to reduce the email exchange of information and provided a central location to manage current status of individual policies for various stakeholder with a unified view
  • Deployed a ‘Partner Community’ that helped the client maintain critical documents from partners
  • Helped client with the transfer of important master data to Salesforce via an interface to the IPS system
Number of Users

500

External Partners

50

Internal Employees

Outcomes
  • Client empowered with the ability to manage communication and exchange documents with their partners on one single portal
  • Reduced email traffic for document exchange led to massive productivity improvements
  • Handling of contracts and claims digitized
  • All involved parties provided with an updated view on relevant data
Partners Involved

Contact us

You can also email us directly at info@persistent.com.

You can also email us directly at info@persistent.com