Client: A Top-Tier Car Insurance Company in the USA
Industry: Insurance
Solution: Salesforce Sales & Service Cloud Implementation
Challenge:
The client, a leading car insurance provider, struggled with disjointed customer data, slow claims processing, and inefficient sales pipeline management. Their legacy CRM lacked automation, causing delays in policy issuance and claim approvals.
Solution:
InfoTechBrains implemented Salesforce Sales & Service Cloud, integrating AI-driven customer engagement tools, automated claims tracking, and a self-service policyholder portal.
Key Implementations:
Automated lead & policy management – Sales Cloud optimized the end-to-end sales cycle.
Custom Products – Handling Multiple Products Type of Insurance Plans with Custom Business Logics
Self-Service Customer Portal – Reduced support requests by 45%.
Seamless Third-Party Integrations – Connected with payment (Fiserv), Tax Calculations (Avatax) and other multiple complex integration with external APIs.
Results:
80% Faster Claims Processing – Automated workflows reduced manual approvals.
60% Increase in Customer Retention & Policy Renewals – Personalized policy recommendations improved loyalty.
45% Boost in Sales Conversion – AI-driven lead scoring improved targeting.
Want to revolutionize your insurance business? Let’s talk!
