What’s Inside?
- The project delivered dedicated digital spaces for prospects, brokers, and corporate members to independently manage quotes and subscriptions.
- Our teams developed custom Lightning components and ensured strict compliance with Salesforce security standards for AppExchange listing.
- The implementation significantly accelerated sales productivity and automated administrative processes for smaller contracts.
Context
A mutual insurance group offering a range of health and individual or collective provident products needed to enhance its digital footprint. To better serve its diverse user base, the organization sought to create dedicated, seamless digital environments for all its stakeholders.
Challenges
The mutual group wanted to offer a comprehensive digital space allowing prospects to independently generate online quotes and complete paperless subscriptions. Additionally, they needed to deploy a fully functional broker extranet with identical capabilities, as well as a dedicated, secure portal for their corporate members.
The Solution
The deployed solution utilized Salesforce Site, alongside Experience Cloud to establish both a Partner Community and a Customer Community.
Our Contribution
Our experts defined the product roadmap and designed the package according to strict Salesforce standards, including rigorous security requirements. We developed specific Lightning components to create a seamless user experience and successfully managed the AppExchange listing and security review process. Furthermore, we integrated various external services, delivered comprehensive documentation, and provided dedicated support to end-users during the rollout.
Benefits
The implementation of these digital communities personalized the customer experience and significantly accelerated sales processes. Prospects now enjoy increased autonomy for online quoting and subscription. Moreover, the organization achieved faster sales productivity, automated its administrative workflows, and successfully industrialized the management of small collective and standard health contracts.
Key Figures & Dates
- Project duration: 06/2015 – 12/2015
- Workload: 300 man-days
- Impact: 150 users
