Case Study: Orchid Insurance achieves a digital CRM upgrade with Accelerize 360

Orchid Insurance modernizes Salesforce across 3 phases with Accelerize 360

Orchid Insurance, a leading managing general agent in catastrophe property insurance, faced challenges with a fragmented digital ecosystem. Their previous system lacked comprehensive CRM capabilities in Salesforce, making it difficult to track sales activity, set goals, and analyze trends due to siloed data. They partnered with vendor Accelerize 360 to address these issues.

Accelerize 360 implemented a multi-phase solution utilizing Salesforce products including Sales Cloud, Service Cloud, and Marketing Cloud, along with Tableau dashboards and an agent portal. This provided unified data, self-service options for agents, and enhanced analytics. All success metrics were met or exceeded, eliminating reliance on spreadsheets and email for workflow management and giving executives clearer visibility into trends.

Orchid Insurance