Sales Cloud Solution for Insurance Consultants

Streamlining Insurance Quoting

Company Profile & Overview

Industry: Insurance

Location: Toronto, Ontario, Canada

Employee Category Range: 11 - 50 employees

Salesforce Cloud: Sales Cloud

Company Overview: Customer is a mid-market insurance consultant specializing in employee health and retirement plans. They were faced with challenges collaborating on quotes and generating sales collateral across their team.

  • Team coordination on quotes
  • Consistently generating sales collateral
  • No visibility into sales funnel
  • Tracking renewal activities
  • 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
  • Reporting to give executive visibility into sales funnel, upcoming plan renewals and policy trends
  • Previous technology: Outlook and Excel Spreadsheets
  • Product features implemented: Opportunity, Quotes, Custom Objects, Apex, Lightning, Outlook Integration, Conga
  • Visibility into opportunity funnel and quoted policies
  • Streamlined quotes
  • Consistent and regular follow ups of plans

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.

See more Customer Success Stories
Read our Customer Testimonials

Do you have any questions for us? Contact us to speak with a Salesforce expert today!

Tell Us More About Your Project

Let us help you accelerate your business goals


See all testimonials