Effective Tracking of Sales Opportunities & Customer Needs through CRM Upgrade for UK Specialty Insurance Company SITUATION The client was using an outdated version of CRM. There was no central visibility of existing business opportunities being pursued by different business teams. The system was poorly integrated with existing policy administration systems. Additionally, the company felt the need for a centralized system that could effectively track customer and policy lifecycles from campaigns, quotes, policy issuance, renewals, cancellations, and customer feedback. IMPACT The existing system was unable to support the requirements of the investment and schemes departments of the company. There was duplication of sales efforts and internal competition among business tea

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