Case Study | ABC Insurance Services, Inc. About The Company ABC Insurance Services focuses on providing group insurance products and services to members and their employees. Products include Life, Health Disability, Dental, Vision, Critical Illness and 401(k) options for employers. The agency was founded in 1997 to provide a market-based approach for health care to Associated Builders and Contractor members. The Problem Beginning in 2000, ABC Insurance Services utilized a homegrown contact management system developed by an outside vendor and designed for the unique needs of the organization. This CRM system was an evolving platform. In 2012, the CRM system was scheduled for a rewrite and updating of the system. This process spanned two years and progressed very slowly due to

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