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Drive Growth in Agency Book of Business by Enabling Improved Mobile Experiences for a US-Based Insurer

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

To know more about how we built a powerful and scalable digital platform on Salesforce Financial Services cloud for the insurer, download the case study.

Download Now

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