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Client profile · Insurance

Regional independent insurance agency

A regional independent insurance agency serving commercial and personal lines clients. Vantage Point provides ongoing Salesforce managed services, including go-live support and enhancements.

Wisconsin Client since 2024 6 engagements

The challenge

After a new Salesforce rollout, the agency needed steady admin and development capacity to stabilize the org and keep improving it.

What Vantage Point delivered

  • Ran quarterly Salesforce managed services engagements starting in late 2024
  • Supported the agency's Salesforce go-live with added hours
  • Provided opportunity pipeline support after launch
  • Handled ongoing admin and enhancement requests via retainers and change orders

Platforms

Salesforce

Services

Managed servicesOptimization

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