Case Study: Leading Global Reinsurer achieves a 360-degree customer view with Persistent Systems

Global Reinsurer achieves a 360-degree customer view

Persistent Systems partnered with Leading Global Reinsurer, a global reinsurer that was struggling with an outdated Salesforce setup for its Life Insurance business and no central CRM across other lines of business or regions. The fragmented IT landscape created data silos across Asia-Pacific, North America, and Europe, preventing a true 360-degree customer view.

Persistent Systems migrated 150 Life Insurance users from Salesforce Classic to Salesforce Lightning Experience and implemented a central Salesforce CRM for both Life and Non-life business units, integrating it with ERP. This global rollout unified the IT landscape, delivered a 360-degree view of customers, and helped the reinsurer identify up-selling and cross-selling opportunities.