A leading insurance provider was facing significant operational challenges due to a fragmented and manual quoting process. Agents were forced to navigate disparate systems, leading to inefficient data handling, delayed responses from carriers, and a high risk of errors. This lack of a unified workflow created a major bottleneck across the entire lead-to-policy lifecycle, from initial customer engagement to final policy renewal, hindering both sales velocity and agent productivity.
Caelius Consulting engineered a unified and automated solution on Salesforce Financial Services Cloud, with OmniStudio serving as the core engine for a new guided agent experience. The system automates the complete insurance lifecycle, from lead routing and quoting to document management and policy servicing. Custom OmniScripts now guide agents through a step-by-step data collection process, while seamless API integrations with external carriers deliver real-time rate comparisons directly within Salesforce. This ensures all customer, quote, and policy data is centralized, accurate, and secure.
This transformation delivered a faster, more accurate, and scalable insurance sales and policy management system. The key impacts include:
- Accelerated Quote Generation
- Reduced Manual Agent Effort
- Greater Operational Visibility
- Improved Data Quality and Compliance
Download the full case study to learn how Caelius's expertise in Salesforce OmniStudio and Financial Services Cloud can transform your insurance lifecycle and drive new levels of efficiency.
