Customer Experience Transformation Case Study Drive Growth in Agency Book of Business by Enabling Improved Mobile Experiences for a US-Based Insurer 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