International Financial Institute
An international financial institution headquartered in Finland, this company provides a range of insurance services, including commercial/residential, car, travel, life, and liability insurance. With a strong customer focus, they sought to enhance client engagement and operational efficiency.
The Challenge
Disconnected legacy systems prevented the company from gaining a 360-degree view of its customers, limiting engagement and resulting in revenue leakage and poor arrears management. To address these challenges, a cohesive system was essential.
The Solution
Shiftlogic implemented Salesforce CPQ and Billing with a focus on accurate configuration, utilizing quote bundles, proration, order management, billing, collections, and payments to streamline operations and improve customer engagement.
Services Provided
Shiftlogic’s experts, Laxman Rao Manchukonda and Azad Mirza, led a phased implementation that went live in sprints:
Sprint 1: Premiums & Renewals
Sprint 2: Claims and Claim Reimbursements
Sprint 3: Refunds & Payments
This structured rollout allowed the company to address specific areas progressively, ensuring a smooth transformation.
Results
This business-critical transformation program strengthened the company’s customer-centric approach, bringing them closer to their clients. The integrated technology was instrumental in achieving enhanced engagement and operational improvements.
Ready to Make the Shift?
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