As an independent multi-line insurance provider, our client offered personal, automobile, homeowners, renters, and business insurance across multiple states. However, their large-scale operations were hindered by legacy systems, creating inefficiencies in lead management and distribution. To modernize their technology landscape, they partnered with Exavalu for expert digital advisory and the establishment of a Salesforce Center of Excellence (CoE).
The client struggled with managing multiple lead sources due to the absence of a unified platform, leading to inefficiencies in tracking and distribution. They sought an automated process to streamline lead routing to agencies, ensuring faster response times and improved conversions.
Inefficiencies in lead distribution management created bottlenecks, impacting overall sales performance. With their existing implementation strategy lacking clear direction and governance, they needed a trusted partner to provide strategic guidance and a structured approach for optimization.
Leads Process per Month
Reduction in Lead Processing Time
Integration Points Implemented
Enhancements Deployed Monthly
