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INSURANCE PROJECT

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Business Situation

Blueplus one of Italy’s leading insurance companies with almost 3.6 million customers. Because branches and local agencies managed relationships with contractors independently of the rest of the company, the insurer was running four distinct customer relationship management (CRM) platforms, each requiring its own management and maintenance. These data silos resulted in duplicate entries and incomplete reporting, preventing sales and marketing teams from getting a complete view of customers’ needs.

With a strategy to become a customer-centric organization, Blueplus Insurancehoped to leverage customer data to grow and deliver higher returns. But it first needed to modernize its processes and platforms for collecting customer insights.

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Solution

Due to its highly regulated industry, this insurance provider opted for a staged, hybrid-cloud approach, proposed by 365 Genesis. Our experts helped migrate all legacy CRM systems onto a consolidated, on-premises version of Microsoft Dynamics 365.

 

“365 Genesis has proven to be a reliable and competent partner in the implementation of the CRM platform, allowing the company to grasp its innovative potential.”

Richard Benoit Chief Information Officer, Blueplus Insurance

We leveraged our deep Microsoft technology knowledge and experience building enterprise applications to scale insights. We started with a user-focused, design-thinking approach to understand existing processes and the environment and then mapped out a strategy to migrate to the unified solution. Leveraging the company’s enterprise-wide information assets, 365 Genesis then implemented several customized modules, designed specifically for the commercial, marketing, contact center and contact center teams.

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Results

"We are Result Oriented"
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With a centralized Dynamics CRM system in place, the company is realizing several key benefits.

  •   With modern sales and marketing, teams can leverage real-time insights and modern tools to create customized, digital campaigns and drive engagement.

  •   Central analytics also provide them with measurable strategic performance indicators and customer-centric goals.

  •  A more digital workplace is helping to speed processes and services, reduce costs and drive more collaboration across branches.

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CONTACT

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CONTACT

Head Office

Employment

500 Terry Francine Street

San Francisco, CA 94158

 

info@mysite.com

Tel: 123-456-7890

Fax: 123-456-7890

Next Steps

Learn more about the value our work brings to our clients and their customers.

Get a quote: 123-456-7890

For any inquiries, questions or commendations, please call: 123-456-7890 or fill out the following form

Contact us

500 Terry Francine Street

San Francisco, CA 94158

 

info@mysite.com

Tel: 123-456-7890

Fax: 123-456-7890

Employment

To apply for a job with Sphere Constructions, please send a cover letter together with your C.V. to: info@mysite.com

We Build Proactive Solutions

Inquiries

For any inquiries, questions or commendations, Please call: 210-503-8420 or fill out the following form

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