Analytics and Collaboration Success Story

Enterprise Application Integration for Worldwide Insurance Organization

Business Situation

• The client is a world leader in life insurance, annuities, and financial services
• The future of client management is envisioned as a single, integrated primary application for agents and financial representatives, providing access to client information throughout the sales cycle

Key Issues

• Needed an overall strategy for moving data in and out of the client’s CRM application (Siebel)
• The current non-integrated systems do not always support a “client centered” sales cycle or mirror the workflow of the agent, impacting the agent’s productivity and efficiency
• From an agency management perspective, recruitment and retention efforts were hindered in that the enterprise does not offer state of the art technology to the field

Outcomes

• The Revere Group team designed and implemented an Enterprise Application Integration architecture that facilitated the movement of data from legacy applications in the back office out to the field force across the country
• The client is experiencing increased field forces operational efficiency and collaboration capabilities
• Updating of employee, client and policy information as it occurs to agents in the field is now occurring in near real-time