Skip to content
Contact us
Success Stories

Miller Centralises Data for 20K+ Trading Partners Using Our Insurance Industry Template

Introduction

Our client, a prominent independent specialist in the (re)insurance broking industry, operates within Lloyd’s and across global markets. With a team of over 750 professionals and $2.8 billion in premiums placed annually, our client needed a scalable solution to support its growth while maintaining high standards of efficiency and client service.

Challenge

Our client’s rapid growth was hampered by several key operational challenges:

  • Fragmented Client Data: Client information was stored across disconnected systems, preventing a unified view of client relationships.
  • Inefficient Pipeline Management: Relying on spreadsheets led to inconsistencies and limited visibility, making it difficult to track progress effectively.
  • Manual Client Onboarding: The onboarding process was slow and error-prone, relying on manual data entry and email exchanges, which caused delays and impacted client experience.

These issues created bottlenecks in operations and hindered client satisfaction, underscoring the need for a cohesive digital solution.

Solution

Our client selected Futureform to implement a Salesforce-based solution tailored to the insurance sector, addressing their unique operational needs:

  • 360° Client View: Salesforce centralised all client data, providing a complete view of client relationships. A client hierarchy system was established to streamline client management and improve service delivery.
  • Unified Pipeline Process: Futureform implemented a single pipeline for all business units, minimising manual data input and boosting data accuracy, while also supporting better account planning and marketing coordination.
  • Enhanced Broker Servicing: Guided workflows and real-time tracking improved broker efficiency, ensuring timely responses to client requests.
  • Seamless Data Integration: Through tools like MuleSoft and D&B Connect, data integration was automated, eliminating the need for manual re-entry and synchronising data across platforms.
  • Improved Analytics: CRM Analytics and Salesforce dashboards enabled automated reporting and whitespace analysis, offering our client deeper insights into business performance.

“Futureform was fully engaged from the start, committed to maximising the value we derive from Salesforce. Their expertise, particularly in the insurance sector, has been invaluable. I highly recommend them to any potential clients and have already referred them to another colleague.”
– Representative from our client

Conclusion

By collaborating with Futureform, our client has achieved a Salesforce-driven transformation that centralised client data, streamlined operations, and enhanced decision-making. With improved visibility, automated processes, and a scalable, data-driven approach, our client is now well-equipped to continue growing while delivering high-quality service to its clients.