Multinational insurance company implements cloud-based solution to replace legacy CRM
A large multinational insurance company engaged Seisma’s help to implement cloud services that would improve the insurance enterprise’s legacy customer relationship (CRM) system. Seisma supported the implementation of a cloud-based solution to 1,000 users in a 12-week timeframe.
Seisma assisted the client by providing a single view of broker and customer transactions and interactions, as well as implemented case and workflow management for dealing with new and existing business inquiries. In addition, the solution provided improved opportunity management and:
- Automated the renewal process.
- Provided operational reports and dashboards for key sales and service metrics.
- Developed two automated batch interfaces to retrieve broker and policy data from existing legacy applications.
- Migrated data and removed duplicate records from legacy applications.
The solution was deployed to approximately 1,000 users during a 12-week timeframe. The company was able to achieve three of its strategic goals: improving the customer/broker experience, improving employee engagement and achieving greater operational efficiency.
The key success factors included speed-to-market and sales process discipline for:
- Application Development
- Integration Development
- Data Migration