Microsoft Dynamics Customer Solution Case Study Insurance Distributor Delivers Mobile CRM App To Agents, Drives Adoption and Sales Growth “Just four weeks after providing functionality from Overview Country or Region: United States Microsoft Dynamics CRM in our mobile applications, Industry: Insurance—Insurance brokers user adoption increased by 40 percent.” and agents Steve Jensen, Vice President of IT, Insphere Insurance Solutions Customer Profile Insphere Insurance Solutions serves the middle-income individual and business markets in the United States Insphere Insurance Solutions, one of the nation’s largest with insurance products from multiple independent, career-agent distribution groups, serves small carriers. businesses and the middle-income individual market and aims Business Situation to be the leading distribution channel for each of its strategic Insphere wanted to provide career agents with the tools they needed to drive carrier partners. Aiming to double the size of its sales field over productivity while establishing an the next few years, Insphere wanted to streamline its underlying sales delivery infrastructure for its insurance business. agent experience. To do so, the company implemented Microsoft Dynamics CRM and then worked with Pariveda Solution The company implemented Microsoft Solutions to build a fully integrated, cross-platform mobile Dynamics CRM and integrated the application. With this efficient field-selling environment in place, solution with a custom, mobile solution built on the RhoMobile Insphere now drives more productive agent activities and gives Suite developed in partnership with managers greater visibility into those activities. Insphere believes Pariveda Solutions, a Microsoft National Systems Integrator and RhoMobile Elite that the unified software environment has become a key Partner. component of the company’s value proposition for retaining and Benefits recruiting agents. Ease adoption and empower salespeople Enable management and agents to take control Expand the sales team and grow the
Microsoft Dynamics Customer Solution Case Study Insurance Distributor Delivers Mobile CRM App To Agents, Drives Adoption and Sales Growth Overview Country or Region: United States Industry: Insurance—Insurance brokers and agents Customer Profile Insphere Insurance Solutions serves the middle-income individual and markets in the United States with insurance products from multiple carriers. Business Situation Insphere wanted to provide career agents with the tools they needed to drive productivity while establishing an underlying sales delivery infrastructure for its insurance business. Solution The company implemented Microsoft Dynamics CRM and integrated the solution with a custom, mobile solution built on the RhoMobile Suite developed in partnership with Pariveda Solutions, a Microsoft National Systems Integrator and RhoMobile Elite Partner. Benefits Ease adoption and empower salespeople Enable management and agents to take control Expand the sales team and grow the business “Just four weeks after providing functionality from Microsoft Dynamics CRM in our mobile applications, user adoption increased by 40 percent.” Steve Jensen, Vice President of IT, Insphere Insurance Solutions Insphere Insurance Solutions, one of the nation’s largest independent, career-agent distribution groups, serves small businesses and the middle-income individual market and aims to be the leading distribution channel for each of its strategic carrier partners. Aiming to double the size of its sales field over the next few years, Insphere wanted to streamline its experience. To do so, the company implemented Microsoft Dynamics CRM and then worked with Pariveda Solutions to build a fully integrated, cross-platform mobile application. With this efficient field-selling environment in place, Insphere now drives more productive agent activities and gives managers greater visibility into those activities. Insphere believes that the unified software environment has become a key component of the company’s value proposition for retaining and recruiting agents. agent
Insphere_CS_Final.docx