Case Study: Allianz Care streamlines quotation management with Merkle’s QuoteForce

Allianz Care speeds quote generation by 50% with Merkle

Allianz Care faced a challenge with its outdated, Excel-based Sales Quotation System (SQS), which was inefficient and prone to human error. Multiple teams had to manually create and re-enter proposals and renewal quotes into Salesforce, a process that was slow and difficult to manage. The vendor Merkle was engaged to address these inefficiencies.

Merkle developed a complex custom Sales Cloud application called 'QuoteForce' to automate and streamline the quotation management process. This solution resulted in a 50% faster generation of new business quotes and a 60% quicker generation of renewal quotes. The new platform drastically reduced the time to create large member quotes from days to under an hour, significantly improving efficiency and collaboration across teams.

Allianz Care