Who they are
Our client specializes in life expectancy analysis for life insurance policies, along with providing life insurance underwriting services. With a focus on meticulous data organization, the company operates two Salesforce orgs—one dedicated to insurance policy writing and the other for data organization to initiate policies. The life expectancy calculation org plays a pivotal role, collecting and processing insured client information to determine policy decisions. Additionally, the company utilizes Salesforce tools for document generation, email communication, and policy servicing, ensuring comprehensive coverage of their operations.
The challenge
Our client’s main challenge came with the handling of sensitive data on a daily basis. All information related to life expectancy calculations is private and time-sensitive.
The client was previously working with legacy systems which required complex manual steps to take data from spreadsheets and create PDF documents which could not be easily edited or downloaded. These files, when shared, would then typically expire within a week — highlighting the critical role of Salesforce security.
Beyond that, the intricate nature of the insurance industry requires a deep understanding of premium calculations, grace notices, and the dynamics between insured and insurer.
The client company was in need of a quick learner that could take on their Salesforce data security needs with confidence and flexibility.
The solution
From the beginning, Modelit established excellent communication and trust between the project manager, the project lead, and the client. This consistent communication and follow-up helped maintain a smooth project flow, contributing to the success of the partnership.
A key aspect of our solution was emphasizing a thorough understanding of the client's business processes and data interactions. This approach aimed to prevent long-term errors and ensure the confidentiality of the highly sensitive data involved.
Tools We Used
The project's most challenging aspect stemmed from the nature of private data, which could neither be easily edited nor downloaded. Furthermore, documents created and shared containing said data had a short expiration period.
We started by implementing PDF.co to facilitate the generation of our client’s PDF documents. This tool also allows us to password protect those files. From there, we leveraged Experience Cloud and Service Cloud, with their secure methods of inputting and storing data. These Salesforce tools have been crucial to the success of this ongoing project. This way, we have been able to ensure that strict security protocols are always followed.
Our experience with this client has provided valuable insights into the inner workings of insurance companies. Our experts have gained a comprehensive understanding of industry terminology, along with a closer look at structural and data intricacies. The importance of data security and privacy has been essential, emphasizing the critical role it plays in the success of projects involving sensitive information.
Going forward, we stress the significance of thoroughly understanding the business and data interactions. This understanding is foundational to preventing long-term errors that could arise from any misunderstandings. Given the sensitivity of the data, establishing a deep understanding of the client's context and requirements is crucial for success.
How we helped
The project has positively impacted the client's business performance, with service exceeding expectations. The strong relationship built on trust has further solidified the client's satisfaction, showcasing the effectiveness of our tailored Salesforce solutions in the insurance industry.
