Providing solutions in the insurance space on Salesforce since 2013, Bluewave’s experience in the sector is extensive, from B2B lead and sales tracking, brokerage management, customer portal design, digital marketing and targeting, case management and more in project based, retainer based or BAU support models.  From large international insurance bodies to targeted brokerage firms, we have enabled the insurance industry to modernise processes and identify new avenues of business from their typical user base.  Solutions have included:
  • Insurance firm broker management suite, providing gated access to internal materials, learning management tracking, lead allocation and collaboration
  • B2C insurance broker data segmentation and lead allocation UI
  • Dynamic digital marketing to B2B and B2C space leveraging Salesforce Marketing Cloud
  • B2B insurance lead tracking and quotation management
  • Asset insurance management solutions with integrated content management
  • B2B customer portals for customer HR departments and staff, providing health care insurance statistics and online data modification
For references in this area, please contact us above.