Success at ICW Group

See how ICW removed significant delays and duplicate data across SAP and Salesforce in the insurance agency onboarding process.

Challenges

Support Agency Onboarding Process

• 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.

Strategy

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 databetween all the systems using business rules.
• Develop workflow driven agency onboarding process with key data owners.
• Build integrations with downstream systems.

Outcome

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.