Regional Insurance Carrier Sales & Marketing System Prototype

Insurance Policy MediumChallenge:

Data was spread across a number of legacy mainframe systems that needed to tie to new mobile systems for the sales and marketing personnel deployed throughout the state.

Goal:

To improve lead distribution, contact management, and sales reporting for the enterprise.

Solution:

  • Consulted with marketing director to determine current process. 
  • Designed prototype for submission and underwriting a workman’s compensation applications integrated with legacy back-office systems. 
  • Expanded after prototype acceptance to a contact management system for account tracking of agency activity for company-wide rollout.

Results:

  • Successfully delivered prototype and received approval for full system roll-out across the organization.