Case Study: Leading Insurance Brokerage and Consulting Firm achieves on-track revenue doubling and improved cross-selling with Avanade Advanced Marketing Solution

Insurance brokerage uses Avanade Advanced Marketing Solution

A leading insurance brokerage and consulting firm with operations in more than 120 countries needed a marketing tool to optimize multi-channel campaigns to millions of policyholders. Its legacy policy management system could not integrate marketing, track customers from first contact through purchase and after-sales, or support effective cross-selling and improved customer service.

Accenture and Avanade built a cloud-based Microsoft Dynamics CRM using Avanade’s Advanced Marketing Solution that integrated with the policy system and email tools, enabling “mature marketing” driven by customer engagement; the pilot ran in three countries and was then rolled out to 34. The deployment delivered faster, targeted multi-channel campaigns, higher response and conversion rates, better cross-selling, improved agent productivity and customer service, and put the firm on track to double revenues in three years.