Platform
Web
Industry
BFSI
Country
USA
Service
Insurance management
Building a future-ready digital platform for Insurance leaders
Modernize insurance workflows end-to-end, from lead management to client onboarding, while ensuring compliance and trust.
The client, a growing insurance company, was burdened with outdated manual processes and disconnected systems for policy sales, claims, and customer interactions. Their sales team was stretched thin managing leads and paperwork across multiple tools, slowing down growth.
They needed a robust digital platform to unify workflows, reduce operational friction, and deliver a seamless experience for prospects, customers, and agents.
Client’s problem statement
Outdated processes were slowing down scholarship management and student experience
The client was relying on a legacy portal to manage scholarship applications, which was heavily dependent on manual processes and lacked scalability. Students struggled to track their applications or pay fees easily, resulting in a fragmented experience.
Inconsistent email communications and disconnected case interactions further complicated administration. The client needed a unified, automated system to simplify scholarship management, improve visibility, and support multiple scholarship programs effortlessly.
Challenges
Manual processes slowed down policy sales, claims, and onboarding.
Disconnected systems created duplicate work and data silos.
Compliance and data integrity were difficult to maintain at scale.
Customers lacked a self-service option for managing policies.
Legacy data migration posed a high risk of loss or errors.
Solution
Deployed Financial Services Cloud to centralize insurance operations end-to-end.
Designed OmniScripts for step-by-step compliant client onboarding.
Launched Customer Portals to enable policyholder self-service.
Integrated existing systems with Salesforce for a smooth transition.
Migrated all legacy data into Salesforce securely and accurately.
Automated manual workflows using built-in Financial Services Cloud tools.
Features
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Design
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Tools & Technologies
Financial Services Cloud
Omni Studio
Customer Portals
Data Migration
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