Case Study

A Unified Salesforce Implementation for a Leading Life Insurance Company

A Unified Salesforce Implementation for a Leading Life Insurance Company

Pages 1 Pages

This client is a holding company for a family of firms with $82 billion of insurance in force providing insurance coverage to 4.2 million policyholders. Its subsidiaries offer whole and term life insurance, supplemental health insurance, accidental death insurance, Medicare supplements, long-term care health policies for the elderly, and life insurance policies to labor union and credit union members. The client made use of Salesforce for one of their subsidiaries, and had often considered implementing it individually for the others. They knew that Salesforce could solve many of their problems but they kept evaluating it as a single point solution for each subsidiary. There existed numerous disparate systems that kept them blind to data that could be shared across the enterpri

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