Case Study: Wesleyan reduces CRM data cleanse time by 96% with InRule

Wesleyan Reduces Crm Data Cleanse Time by 96% With Inrule®

Wesleyan Assurance Society, a UK-based provider of insurance and financial services, needed to replace a legacy financial planning system that relied on manual processes, spreadsheets, and hard-coded rules. The company wanted to modernize its CRM and point of sale workflow, speed up the sales cycle, and give business users more control over rule changes without depending on IT.

Wesleyan selected InRule to power a centralized business rules management system integrated with Microsoft Dynamics CRM and Microsoft Azure. InRule helped automate calculations, customer letters, portfolio recommendations, and CRM data cleansing, enabling corrections to be pushed live in one day instead of four to six weeks and reducing CRM data cleanse time by 96%.

Wesleyan

Gregg Schofield

Rules Engine Product Owner