
ICW GROUP
Headquarters: San Diego, CA
Industry: Financial Services | Insurance
Customer: since 2016
Data Types Mastered with Profisee
Read additional case studies
- With an ever-expanding network of independent agencies, the agency onboarding process was manual and cumbersome.
- Significant delays occurred when onboarding agencies, as there is no duplicate data check point or integration with systems such as SAP or Salesforce.
- Needed a centralized location to manage all critical Agency and Agent/Broker reference data.
- Needed a solution to get up & running quickly.
CREATE CUSTOMER DATA HUB
- Implement a centralized repository for reference and master data including agency and agent data with states served and products offered.
- Automate validation and identification of duplicate agency data between all the systems using business rules.
- Develop workflow driven agency onboarding process with key data owners.
- Build integrations with downstream systems.
MASTER DATA KEY BUSINESS STRATEGY
- Centralized data hub for agency information. All departments are working from one, clean trusted view of data.
- Streamlined, workflow driven agency onboarding process eliminates duplicate data supporting ICW agency growth strategy.
- Integrated with Salesforce, SAP, SNAP, CounselLink and PMS for downstream system connectivity.
- Created 360 degree view of agency – increased capacity to quickly and efficiently add additional agencies as ICW expands coverage.
Read additional case studies

Learn more about how private commercial real estate finance and investment firm Greystone Financial uses Profisee MDM to overcomes its data challenges.
Read More
Learn more about how AXIS Capital uses Profisee to accelerate core insurance processes, reduce risk and improve management visibility.
Read More
Learn more about how this national healthcare group uses Profisee MDM to improve the patient experience and increase operational efficiency.
Read More
Learn more about how Lexmark uses Profisee to create business-ready data to power its demand forecasting algorithm and boost revenue.
Read More
Learn more about how a specialty insurance carrier uses Profisee MDM to automate and manage its full broker lifecycle and greatly reduce onboarding times.
Read More
Learn more about how Rheem uses Profisee MDM to manage its installer, distributor and retailer data to identify cross- and up-sell opportunities.
Read More
Learn more about how Boyne Resorts uses Profisee MDM to integrate and manage its customer data from disparate systems across its 11 properties.
Read More
Learn more about how YMCA of the USA uses Profisee MDM to integrate, match, merge and standardize its staff data from 763 branch locations across the US.
Read More
Learn more about how Mass General Brigham uses Profisee MDM to let patients find a provider through a provider lookup system.
Read More
Apogee uses Profisee MDM to standardize and harmonize its vendor data for its strategic procurement initiative.
Read More
Learn how Vituity leverages Profisee MDM to integrate data from across their hundreds of locations nationwide and leverage it to optimize the patient experience and improve health outcomes.
Read More
At Domino’s, data matters. And they want their data to work as hard for them as each of their hundreds of thousands of team members across the globe.
Read More
See how GAP achieved a 50% reduction in manual effort to update their financial reports with a smarter approach to data management.
Read More
Mass Media Corporation utilizes Profisee integrative MDM Platform to work with its global customer network and achieve business goals.
Read More
Learn how Profisee's intuitive platform helped Envista Dental achieve their Insight Driven Enterprise with higher data quality.
Read More