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Customer Background
A Leading German owned Insurance company located in Novato, California- 100% owned and managed by highly profitable Allianz SE of Germany.
Business Challenges
  • Challenges in keeping track of key sales information and provide automated support for its unique sales process
  • Disoriented collaboration between sales representatives and field agents
  • The existing vendor was not able to provide the Business solution on platform that could meet the needs of the organization
  • The business users faced challenges in maintaining and managing accurate Agency profile, contact information and operational data
Solution Delivered
Considering the business challenges and the requirements of the customer, HCL implemented a customized and configured solution on, the leading on-demand solution and platform that would not only enable customer to overcome most of the business and operational challenges pertaining to their agency operations but also enable the sales and marketing teams to have access to up-to date business and operational data related to the agencies.
  • The new system was rolled out to more than 100 Sales reps and Agents and, through Salesforce Platform the solution implemented acts as an “Agency Management System”
  • Salesforce CRM is used across a number of divisions within the customer organization,  including Broker Relationship Management, Planning New Business, Development Management and Agency management
  • Development Managers can score data quality, understand the extent to which the right brokers or contacts are being visited, and the degree  to which contacts are being related to opportunities
  • Integrations, powered by the API synchronize a legacy Agency management system, master customer data, and finance information with Salesforce CRM
  • Plan to retire the legacy application in few months, reducing the need for new IT staff and complex training
  • Streamlined current manual processes with easy access to the required information bringing everyone on same platform and increased user adoption
  • Using Salesforce CRM, Agency information, profiling and development are now managed with greater accuracy
  • Comprehensive, consistent sales information provides management real-time visibility into key sales metrics

About HCL Salesforce Practice
  • HCL’s Credentials:
    Salesforce Premier Consulting Partner
  • HCL’s SFDC Practice offers “Advise to Execute” Services covering Consulting, Implementation, Enterprise Integration and Maintenance & Support.  Key highlights of HCL practice:
  • PREMIER Consulting Partner with (Topmost Tier)
  • One of the largest pool of Certified Consultants among SFDC partners globally
  • Selected by for providing L2 Developer Support globally on platform
  • Dedicated Centre of Excellence for with IPs and frameworks including CRI™, iSM™, CTMS, ExACT, i-Migrate, etc.
  • 360 degree Market facing joint GTM with


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