Success at ICW Group

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

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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.
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