Case Study: Lockton achieves seamless real-time data transfer with 27Global's MuleSoft implementation

Lockton streamlines data transfer in a few months with 27Global

Lockton, one of the world's largest independent insurance brokers, faced a challenge when a retirement services unit encountered data quality issues due to manual transfers between its BenefitPoint and Salesforce systems. This process caused delays and potential errors, leading the company to seek a solution to free up staff time and improve data quality. Lockton engaged the vendor, 27Global, to address this problem.

27Global implemented a solution using MuleSoft to enable real-time, seamless data transfer from BenefitPoint to Salesforce. The solution included additional validations and transformations, eliminating the need for manual data cleanup. As a result, 27Global significantly reduced the workload for the Lockton team member previously handling the manual imports and improved the quality and timeliness of the data, leading to a higher degree of trust in the data within Salesforce.

Lockton