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OLD MUTUAL SALESFORCE CLOUD SERVICE CASE STUDY

Old Mutual Insure is a short-term insurance company primarily based in Southern Africa.

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Challenge, Solution & Results

Old Mutual needed to improve their service to their clients. This service offering included timeous responses to client queries and fast turnaround times of accurate quotes. To achieve this, Old Mutual Insure needed to understand its clients better. They needed to make use of their customer insights to improve their service delivery while saving money at the same time.

Challenge

Old Mutual needed to improve their service to their clients. This service offering included timeous responses to client queries and fast turnaround times of accurate quotes. To achieve this, Old Mutual Insure needed to understand its clients better. They needed to make use of their customer insights to improve their service delivery while saving money at the same time.
Tetrad IT implemented numerous Salesforce Cloud Services (Financial Services, Sales, and Servic Cloud) as well as add-ons such as Lead Capture. Old Mutual Insure was then able to gather valuable customer insights and leverage that data to make intelligent decisions on how to better serve their customer base.

Solution

Tetrad IT implemented numerous Salesforce Cloud Services (Financial Services, Sales, and Servic Cloud) as well as add-ons such as Lead Capture. Old Mutual Insure was then able to gather valuable customer insights and leverage that data to make intelligent decisions on how to better serve their customer base.
The integration of social media platforms, and other in-house systems with Salesforce allowed Old Mutual Insure to have a central repository for all customer data. By intelligently leveraging this data, Old Mutual Insure reduced turnaround times, improved profitability, and gained new opportunities to up/cross-sell their products.

Results

The integration of social media platforms, and other in-house systems with Salesforce allowed Old Mutual Insure to have a central repository for all customer data. By intelligently leveraging this data, Old Mutual Insure reduced turnaround times, improved profitability, and gained new opportunities to up/cross-sell their products.

–  Jaco Jacobs

   Head of IT