This sophisticated L&A insurance broker made big changes by switching to Salesforce. Full case study.
Interbrokers is a sophisticated L&A insurance broker that works with carriers all over the world. The company’s offerings include international health insurance policies, expatriate policies, general liability, special risk and life & health.
This family-owned agency prioritizes personal relationships with clients. “We take a family and assess the risk for health and life and other insurance needs in order to protect their standard of living,” says Diego Rosales, VP of Human Resources and Compliance. As an MGA, Interbrokers also serves a sales force of more than 600 agents.
Interbrokers first partnered with Accelerize 360 when transitioning to Salesforce. “We’ve entered into a new mode of doing business in the last 5 years. We wanted to become more automated and have more effective data.” Since, Interbrokers has not only updated their business, but created a roadmap for further digital transformation.
Transitioning to Salesforce can be daunting, especially for a business with a huge repository of existing data. The Interbrokers team started with a few well-defined goals: