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

A Global Insurance Company achieves simplified and transparent communications

Simplification of communication between partners and employees by setting up a central management tool for policies and associated documents in the issuance process.

Challenges

A leading Global Insurance Company was struggling dure to intensive 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
  • By implementing Salesforce reduced the email exchange of information and provided a central location to manage current status of individual policies for various stakeholder with a unified view
  • With the Deployment of Partner Community 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
  • The ability manages the communication and exchange of documents with their partners in one single portal.
  • Prodcutivity improvements by reducing email traffic for document exchange
  • Handling of contracts and claims was digitalized
  • All involved parties are provided with an updated view on the 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