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