Case Study: Global Insurance Company achieves simplified communications and centralized policy management with Persistent Systems and Salesforce

Global Insurance Company achieves simplified and transparent communications

Persistent Systems helped Global Insurance Company address the challenge of heavy back-and-forth communication and document sharing between employees and external partners. The company relied primarily on email and lacked a central way to track the current status of individual insurance policies and related documents.

Persistent Systems implemented Salesforce, including Partner Community, to create a single portal for managing policy status, documents, and master data updates. As a result, communication became more transparent, email traffic was reduced, contract and claims handling was digitized, and all stakeholders gained an updated unified view; the solution supported 500 external partners and 50 internal employees.