Sales Cloud Solution for Insurance Consultants

Company Profile and Overview

Industry: Insurance

Location: Toronto, Ontario, Canada

Employee Category Range: 11 – 50 employees

Salesforce Clouds: Sales Cloud

Company Overview: Mid-market insurance consultants specializing in employee health and retirement plans

Streamlining the Salesforce Quote process for insurance agents.

  • 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
  • Solutions 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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Projects Completed


Years of Experience per Senior Salesforce Consultant


Apps Developed on the AppExchange