Our client, NBIS, is a US-based insurance agency focused on delivering innovative, proactive and risk management based insurance solutions. NBIS is a program administrator and Managing General Underwriter (MGU) for specialized transport industries in North America.
NBIS has always been at the forefront embracing new and customer-focused technologies, and now wanted to accelerate their next phase of growth by elevating sales performance, and measuring, tracking and optimizing marketing activities with a robust digital platform.
We are a Salesforce Gold Partner and joined hands with the insurer to deliver the new solution built on Financial Services Cloud.
Key features of the solution include:
- Mobile experience improving the sales team engagement
- Real-time insights on upcoming policy renewals with agency/agents, sales life cycle management, etc.
Business benefits:
- 10% increase in policy renewals
- 50% improvement in adoption by sales team
- 15% improvement in conversion due to quality of leads