Case Study: a US insurance buyout company boosts leads by 54% with Itransition’s Salesforce CRM

Insurance Buyout Company grows leads by 54% with Itransition

The customer, a US-based insurance buyout company, was managing its client base and leads through scattered Excel files and Google Drive, which hindered their business processes. To streamline operations, they hired Itransition to implement a customized Salesforce CRM solution to centralize their data and facilitate client management.

Itransition deployed a tailored Salesforce-based CRM system ahead of schedule, which included custom pages, components, and automated workflows for managing leads, annuities, and quotes. Following a data migration that cleaned 50% of duplicate records, the solution helped the insurance buyout company improve client management productivity by nearly 75% and grow their number of leads by 54%.