An independent multi-line insurer wanted to modernize their technology landscape as their large-scale operations were hindered by legacy systems, creating inefficiencies in lead management and distribution. So, they reached out to Exavalu for expert digital advisory and establishment of a Salesforce Center of Excellence (CoE).
01
Advisory
02
Salesforce CoE Set-Up
Our client struggled with managing multiple lead sources as they did not have a unified platform to rely on. This led to inefficiencies in lead tracking and distribution which created bottlenecks and impacted on their overall sales performance.
They wanted an automated process to streamline lead routing to agencies, ensuring faster response times and improved conversions. As their existing implementation strategy lacked clear direction and governance, they needed a trusted partner who could strategically guide them and give a structured approach for optimizing the entire lead management process.
