Interbrokers Salesforce Transition Case Study

This case study documents the transition of Interbrokers, an international insurance broker, to Salesforce, facilitated by Accelerize 360. Interbrokers specializes in various insurance offerings including health, expatriate, life, and general liability. The objective of the transition was to automate their operations and improve data management. Before Salesforce, the company faced challenges with record-keeping, manually archiving client messages. The implementation of Salesforce allowed for automated data capture through Lightning Sync and Gmail Sync, significantly reducing time spent on client communication logging. Additionally, the transition provided a single source of truth for the teams, enhancing visibility into account activities and ensuring top-tier security with multi-factor authentication. The study outlines the automation of renewal requests management and the plans for future integration of additional tools like Dinero to streamline payment calculations. Overall, this transition has equipped Interbrokers with improved organizational capabilities and the ability to respond promptly to client inquiries.