Challenge:
Data was spread across a number of legacy mainframe systems that needed to tie to new mobile systems for the sales and marketing personnel deployed throughout the state.
Goal:
To improve lead distribution, contact management, and sales reporting for the enterprise.
Solution:
- Consulted with marketing director to determine current process.
- Designed prototype for submission and underwriting a workman’s compensation applications integrated with legacy back-office systems.
- Expanded after prototype acceptance to a contact management system for account tracking of agency activity for company-wide rollout.
Results:
- Successfully delivered prototype and received approval for full system roll-out across the organization.
