Case Study: Allianz Care achieves streamlined document automation without added headcount with Conga

Allianz Care embraced its significant growth without additional headcount

Allianz Care, part of Allianz, was struggling with a manual, time-consuming document process in Salesforce as the business grew. The team needed a secure way to generate and manage large volumes of insurance documentation without adding headcount, and turned to Conga for help.

Conga implemented Conga Composer and Conga Grid, fully integrated within Salesforce so sensitive data stayed secure. The solution streamlined document creation, improved visibility into data, and let the team work much faster—preventing the need for extra staff and freeing employees to focus on customer relationships, pipeline management, and renewals.

Allianz

Alexander Bender

Global Head of CRM