Sales Cloud Solution for Insurance Consultants
Streamlining the Salesforce Quote process for insurance agents

Company Profile & Overview
Industry: Insurance
Location: Toronto, Ontario, Canada
Employee Category Range: 11 - 50 employees
Salesforce Cloud: Sales Cloud
Company Overview: Mid-market insurance consultants specializing in employee health and retirement plans
- Management and consultants faced ongoing challenges collaborating on quotes and generating sales collateral
- No visibility into ongoing sales activities
- Forecasting and funnel management were non-existent
- Important dates and milestones were being missed when tracking renewal processes with existing customers
Previous Technology:
Outlook and Excel Spreadsheets
Product Features Implemented:
Opportunity, Quotes, Custom Objects, Apex, Lightning, Outlook Integration, Conga Composer
- Customize Salesforce opportunities and quotes to capture options around different insurance plans for both employee health benefits and retirement plans
- Configure a set of standard quote templates using Conga Merge document generation
- Create custom objects for Plan and Renewal Management system using a blend of Apex, Salesforce Lightning Components and Process Builder
- Reports to give executives visibility into sales funnel, upcoming plan renewals and policy trends
- Existing customers are now consistently followed up with 90/60/30 days prior to renewals
- Full visibility into opportunity funnels to track open opps, opps closing this month and opps with no recent activity
- Management has full visibility into newly created quotes for policy renewals
- The process between teams to generate quotes is now streamlined
- Clients are receiving consistent and regular follow ups from the team
SkyVenn is Dedicated to Customer Success
Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.
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