Case Study: Leading Global Insurance Providing Company achieves 20% sales conversion lift and $3M cost savings with Avanade’s eAgent mobile CRM

Leading Global Insurance Providing Company - Customer Case Study

A leading global insurer of supplemental accident, disability, health and life products—with millions of customers worldwide—faced slow, paper-based sales and underwriting processes, unreliable backend data and inefficient lead distribution that left agents waiting weeks for leads and cost the company millions in lost revenue. These issues depressed issuance rates and hampered sales, prompting the insurer to seek a mobile CRM and marketing overhaul.

Avanade and Accenture implemented an integrated, tablet-based eAgent solution built on Microsoft Dynamics CRM that delivers route mapping, automated lead assignment, rate calculations, electronic underwriting, signatures and encrypted payments. The mobile CRM became the central system of record, enabling same-day approvals, freeing call-center staff, improving real-time reporting and boosting agent productivity—resulting in a 30%+ increase in lead disposition, a 20% jump in sales conversions, up to 50% higher annualized premium in some territories and about $3 million in cost savings to date.