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Client profile · Insurance

National insurance marketing organization

A national insurance marketing organization and carrier. Vantage Point implemented Salesforce for its employee benefits division and provided ongoing support and assessment for an acquired agency.

South Client since 2022 3 engagements

The challenge

The organization needed to integrate Salesforce across its employee benefits division and an acquired agency.

What Vantage Point delivered

  • Implemented Salesforce for employee benefits division
  • Assessed user experience and engagement for acquired agency
  • Provided ongoing Salesforce retainer support

Platforms

Salesforce

Services

ImplementationOptimizationManaged services

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