Life and Long-Term Care practice management platform

Business Requirement

A Fortune 100 insurance company planning to get greater visibility in its sales process, decided to transition its life and long-term care practice management platform on to


Implementation of the entire business acquisition cycle on Salesforce involved 50+ real-time and batch integrations with backend systems and repositories. This necessitated implementation of an Enterprise Service Bus on premise to interface with Sales cloud capabilities were leveraged for opportunity and contacts management. Service cloud provided capabilities for managing service requests that were generated in the context of business acquisition. Custom components for sales cycle activities were implemented on Collaboration was enabled through Chatter. Secure access was provided through Single SignOn.


To the insurance agents, this multi-million dollar effort provided a consistent, integrated and faster business acquisition platform. That helped the company receive a greater share, as compared to its competitors, of the business generated by these agents. To home office users, the platform provided greater insight into the sales process.