Insurance
Insurance
Bluewolf is the leading provider of on-demand solutions for the insurance industry. We have helped some of the world's largest insurance companies enhance their business processes using the most innovative methods and technologies.
See what our clients have to say about Bluewolf - watch Bluewolf TV!
Challenge
Build a custom policy administration solution on a single CRM platform to manage and track RFPs through the policy lifecycle.
- Consolidate customer and contact information onto one central repository
- Provide better management and transparency of sales activities
- Centralize control of policy approvals and changes
- Automate commission calculations and splits
- Integrate with multiple legacy systems including ERP
The Hartford selected Bluewolf based on its extensive experience in providing on demand solutions for large-scale complex projects and its Customer Success Guarantee.
- Bluewolf's Integrator used to bi-directionally integrate data between Salesforce and Pyramid, replacing Oracle legacy system
- Custom policy administration tool using Apex code eliminated need for Lotus-based Work Flow Tracking system and disparate Excel spreadsheets on individual machines
- Commission engine built to automate commission splits
The Hartford moved onto one consolidated central repository of customer and contact information, enabling fast deployment of error-free RFPs that can be tracked and approved throughout the policy lifecycle.
- Underwriters able to access necessary intelligence within seconds as opposed to hours
- Management of life cycle policies streamlined and automated to provide greater visibility and selective control to appropriate parties at every stage
"Bluewolf has been extremely successful in interpreting my exact vision into Salesforce."
-ZeEster Browning, Project Manager, Atlanta Life Financial Group
