Modernizing Insurance Quoting for one of the Largest P&C Insurance Brokers in the U.S
Quick glimpse
ABSYZ modernized the quoting and policy management experience for a leading U.S. P&C insurance broker by implementing an advisor-first solution on Salesforce Financial Services Cloud and OmniStudio. The new platform streamlined lead-to-quote workflows, integrated multiple carrier and legacy systems, and delivered a unified household-level view of policies, claims, and commissions. Automated validation and data enrichment improved underwriting accuracy, while guided quote flows simplified multi-line policy handling. The transformation enabled faster quote generation, improved data visibility, reduced manual effort, and enhanced advisor productivity to support growing customer demand.
Impact Delivered
- 30% Faster quote turnaround
- Higher advisor productivity
- 40% improvement in data accuracy and visibility
- 25% reduction in manual effort across quoting and policy management
Tech Stack
- Salesforce Financial Services Cloud
- OmniStudio
- Salesforce Core Objects
- Carrier Integrations
Client
- A Leading International Financial Centre & Regulatory Authority
Project Highlights
- Built an intuitive, advisor-friendly quote flow on Salesforce
- Streamlined lead-to-quote journeys for Auto, Home, and Bundled policies
- Integrated multiple carrier and legacy systems
- Improved data accuracy through automated validation and enrichment
- Delivered a unified household-level view of policies, claims, and commissions
Industry
- Insurance Broking (Property & Casualty)
Challenge
The client, a leading U.S.-based P&C insurance broker, needed to modernize its quoting and policy management experience to support increasing advisor volumes and rising customer expectations.
Their existing approach involved:
- Manual and time-consuming quote preparation
- Fragmented data across carrier systems
- Limited visibility into policies, claims, and commissions
- Rigid workflows that slowed down advisor productivity
- Higher operational effort to manage bundled and multi-line policies
They needed a scalable, advisor-first Salesforce solution that could improve speed, accuracy, and visibility—without disrupting existing operations.
How we helped
- Built an Advisor-Centric Quote Flow
- Designed a guided quoting experience using Salesforce and OmniStudio
- Reduced the number of steps required to generate quotes
- Improved ease of use for advisors handling multiple insurance products
- Implemented a Robust Insurance Data Model
- Leveraged Salesforce Financial Services Cloud
- Structured data using:
- Customer Property
- Insurance Policy
- Business Milestones
- Person Life Events
- Enabled consistent data capture across personal and commercial lines
- Automated Lead-to-Quote Workflows
- Implemented FCRA-compliant lead-to-quote automation
- Enabled faster qualification and data validation
- Reduced dependency on manual checks
- Enhanced Data Enrichment & Accuracy
- Integrated multiple ITV data sources
- Automated property and risk enrichment
- Improved underwriting accuracy and quote reliability
- Delivered a Unified Advisor Experience
- Built intuitive OmniStudio screens for:
- Policy creation
- Claims visibility
- Commission tracking
- Enabled household-level visibility for advisors and operations teams
- Integrated Carrier & Legacy Systems
- Enabled real-time quote generation from multiple carrier platforms
- Streamlined data flow between Salesforce and external systems
- Reduced duplication and rework
