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Florida Family Insurance

Florida Family Insurance

Florida Family Insurance

Florida Family Insurance products are marketed through a network of more than 500 independent insurance agents. Florida Family insures approximately 85,000 families within the state of Florida through its homeowners, dwelling fire and other personal lines insurance products. The Company is also a servicing carrier for the National Flood Insurance Program.

Challenge

  • Marketing reps needed self-serve access to Agency data to increase productivity
  • Wanted to decrease calls from Marketing reps to internal admins to fetch data locked in the legacy application
  • Needed to decrease the time require for field reps to “prep” for meetings with independent agencies

Solution

  • Chose Informatica Cloud Services to synchronize back end insurance system data with Salesforce
  • Now able to provide Marketing reps real-time, self-service access to agency data including:
    - # Contracts written and resultant revenues
    - Last trips to the Agency
    - Notes/Contact info

Benefits

  • Synchronized back-end Agency system with Salesforce in 2 days
  • Marketing reps no longer spend time gathering information to prep for meetings with independent agencies
  • Use Salesforce as their real-time presentation media

Next Steps: