Regional Insurance Carrier Sales & Marketing System Prototype
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.
To improve lead distribution, contact management, and sales reporting for the enterprise.
- 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.
Successfully delivered prototype and received approval for full system roll-out across the organization.