About the Organization

A leading insurance provider focused on offering comprehensive life, health, and personal coverage plans to small and mid-sized agencies. The organization works closely with partner agencies to help families and individuals secure reliable coverage with a customer-first approach.

Challenges

• Each regional partner agency used different campaign formats, making standardization difficult.
• Manual onboarding for new partner agencies was slow and error-prone.
• Marketing and enrollment teams worked in silos, delaying policy activation timelines.
• Lack of visibility on campaign performance led to inconsistent customer engagement rates.

Features Implemented

• Set up multiple business units in Salesforce Marketing Cloud to support campaigns for diverse partner agencies.
• Integrated automated digital and physical mailing journeys for outreach campaigns.
• Created standardized starter templates to help agencies launch campaigns faster.
• Enabled centralized reporting dashboards to track KPIs across business units.
• Connected marketing and policy enrollment workflows for seamless collaboration.

Products Used

Salesforce Marketing Cloud

Salesforce Experience Cloud