Case Study: Advisors Excel achieves streamlined advisor communication and seamless multi-organization data sharing with OroCRM

Advisors Excel - Customer Case Study

Advisors Excel, an Insurance Marketing Organization founded in 2005, needed a single CRM platform to serve a network of independent, self‑employed advisors. Existing CRM systems lacked insurance‑specific functionality, so Advisors Excel sought a custom solution to improve communication channels, get the right information to the right person, and reduce organizational “drag.” They selected OroCRM, using its open‑source, multi‑organization capabilities.

OroCRM enabled Advisors Excel to keep each advisor’s data separate while preserving Advisors Excel’s parent‑organization control, let each organization customize its application on top of a shared base configuration, and simplify sharing of knowledge, records, processes, and historical data. The implementation reduced administrative overhead and streamlined information flow across the advisor network, improving communication and freeing advisors to spend more time with clients.

Advisors Excel