Transamerica
The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services.
Challenges
- Need a scalable platform for licensed agents to grow individual businesses.
- Streamline processes across multiple systems to improve retail customer experiences.
- Increase collaboration among licensed agents and security registered representatives.
- Grow recruitment of new associates.
Solutions
- Created personalized journeys to connect advisors, licensed agents, and customers.
- Developed processes and best-interest model to meet compliance and growth initiatives.
- Improved communication between agents and security registered representatives.
- Increased ability to recruit licensed agents anywhere, anytime.
Services Used
Sales Cloud
Success Cloud
Results
Needed to enhance the legacy quoting system.
Lacked resources to ensure the success of a large-scale technology project.
Needed to equip sales teams with the best tools in the least time to keep up with growth.
Other Case Studies
Elements
1. Needed to have one central view of credit union members, including a strong mobile solution, without wasting development cycles.
Genomic Health
1. Sales representative needed to see data associated to their territory visualized through various KPI’s such as effectiveness, trends, average TAT’s etc.
2. Sales Managers needed to see their own and their subordinates data and KPI’s as above.
Optum
1. Optum many different sources of data (SF, Siebel, etc) and several similar tools.
2. Users have to be trained in each tool on how to create visualizations.
3. Due to MDM processes, dimension data changes frequently.
