A Digital Upgrade
Orchid Insurance is a premier leader in program under writing services and distribution in personal and commercial catastrophe property insurance. Headquartered in Vero Beach, Florida, Orchid designs, markets, underwrites and administers insurance policies on behalf of third-party carriers through an independent network of more than 7,100 experienced agents and brokers.
This growing MGA has been heavily investing in tech for the last few years. The Orchid team found A360 to help them revamp their digital ecosystem.
Originally, the goal was to empower distribution managers – distribution covers both sales & agency services – to use Salesforce as a true CRM. Orchid’s former system didn’t have a comprehensive way of tracking notes and deal activity or setting and defining goals. Data was siloed, which means executives often found it difficult to analyze trends.
The Accelerize Approach
The partnership between Orchid Insurance and Accelerize 360 was so successful that it continued for more than a year and covered three implementation phases.
Here are just some of the technologies we added:
- Sales Cloud
- Marketing Cloud
- Tableau dashboards
- Velocity + Salesforce
- Agent portal
- Chat bot configuration
- HVS for email notifications
Payoff
All success metrics were met or exceeded.
Experience Cloud
Self-service options for agents.
Whereas previously they’d requested work via email, now agents gained access to all relevant information in one place. Salesforce obviated the need to use multiple systems.
Service Cloud
Analytics dashboards & subscription reports.
Previously the team had tracked work using spreadsheets. Now, users cansee the work they’re doing and even verify it with their managers.
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The Journey Continues …
Orchid is committed to being at the forefront of tech, so this team’s journey is far from over. These are a few things on the roadmap:
Single Sign-on
Policy Admin System
Agent Experience
Honestly, everyone I’ve met withA360 has just been great to work with and so responsive.
Staci Longbottom
Salesforce Administrator
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