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
