Case Study: Security National Financial Corporation achieves higher customer engagement and streamlined sales operations with Creatio

How Technology Helps Drive Better Results And Accelerate Growth

Security National Financial Corporation, a U.S.-based leader in life insurance, funeral services and mortgage loans, faced flat sales growth when routine relationship activities failed to produce higher-level customer engagement. To tackle this, Security National partnered with Creatio to customize the bpm’online platform into a Customer Engagement/Field Service Management tool focused on lifting engagement across B2B and B2A channels.

Creatio implemented measurable engagement by creating specific activity/task workflows in bpm’online, migrating paper forms into the platform, integrating calendar/reminder systems, and centralizing lead-generation management. The rollout increased CRM adoption and made engagement activities trackable, positioning Security National to improve customer retention and, ultimately, drive stronger sales and profitability.

Security National Financial Corporation

Mark Russell

Sales Development Manager Sales Recruiting & Training-lead Lab-client Engagement,