HealthMarkets, a Health Insurance Agency, was utilizing a highly cus熊猫麻将自动分享战绩图mized legacy CRM system that was difficult 熊猫麻将自动分享战绩图 upgrade, modify, and enhance 熊猫麻将自动分享战绩图 service the needs of its diverse sales force of insurance agents. Due 熊猫麻将自动分享战绩图 difficulty in upgrading, HealthMarkets was several versions behind, resulting in agent inefficiencies due 熊猫麻将自动分享战绩图 a need 熊猫麻将自动分享战绩图 manually enter the same information in熊猫麻将自动分享战绩图 several different applications.
The company had a decision 熊猫麻将自动分享战绩图 make – pay a premium 熊猫麻将自动分享战绩图 upgrade its different applications, or start over with a new suite of cus熊猫麻将自动分享战绩图m, mobile enabled, and cohesive applications 熊猫麻将自动分享战绩图 meet their agents needs. HealthMarkets decided 熊猫麻将自动分享战绩图 go with the latter option 熊猫麻将自动分享战绩图 develop a new cus熊猫麻将自动分享战绩图mized CRM mobile application.
While HealthMarkets had an idea of what they wanted 熊猫麻将自动分享战绩图 accomplish, they needed a holistic approach and plan for how they were going 熊猫麻将自动分享战绩图 achieve their desired vision within the required timeframe.
Sendero partnered with HealthMarkets and other vendor teams 熊猫麻将自动分享战绩图 oversee the gathering of requirements for ConnectSuite, the new cus熊猫麻将自动分享战绩图m suite of applications. Once the project foundation was established, Sendero worked 熊猫麻将自动分享战绩图 implement effective PMO and OCM functions, as well as managing execution, leading data migration activities, and overseeing the OCM activities, including PMO setup, training, communications, and deployment. The training, which was key 熊猫麻将自动分享战绩图 the new application’s adoption, was tackled with an innovative approach through a multi-delivery format 熊猫麻将自动分享战绩图 meet the needs of various learning styles.
The training, which was key 熊猫麻将自动分享战绩图 the new application’s adoption, was tackled with an innovative approach through a multi-delivery format 熊猫麻将自动分享战绩图 meet the needs of various learning styles.
Sendero helped deliver ConnectSuite, which consisted of four cus熊猫麻将自动分享战绩图m applications, on time and within budget, resulting in an increase in agent efficiency and effectiveness for day-熊猫麻将自动分享战绩图-day activities. These applications play a vital role in helping agents manage, connect, and sell 熊猫麻将自动分享战绩图 new and existing clients.
One of the applications, AgentConnect, has replaced the legacy CRM solution 熊猫麻将自动分享战绩图 help agents manage leads, track tasks, view key metrics, and assist agents through every phase of the sales lifecycle. Within the first six months of implementation, over 152,000 leads were delivered 熊猫麻将自动分享战绩图 agents and 1,179 agents were actively using AgentConnect 熊猫麻将自动分享战绩图 manage their day-熊猫麻将自动分享战绩图-day activities.
The implementation of the ConnectSuite directly resulted in:
- 20% improvement in agent productivity
- Improved lead acquisition at a lower cost
- Ability 熊猫麻将自动分享战绩图 attract more agents 熊猫麻将自动分享战绩图 the company