Case Study: ICW Group achieves streamlined agency onboarding and a centralized master data hub with Profisee

How Profisee helped ICW Group their Insight-driven Enterprise

ICW Group, the largest group of privately held insurance companies domiciled in California (quoting more than $3 billion annually, 700 employees, 300,000+ customers and a 3,000-agency distribution network), faced manual, slow agency onboarding with no duplicate-data checks or integrations to systems like SAP and Salesforce. To address the need for a centralized place to manage critical agency and agent/broker reference data and a fast-to-deploy solution, ICW engaged Profisee.

Profisee implemented a centralized Customer/Master Data Hub that automated duplicate detection with business rules, introduced workflow-driven agency onboarding, and built integrations to Salesforce, SAP, SNAP, CounseLink and PMS. The Profisee solution created a 360-degree view of agencies, eliminated duplicate data, streamlined onboarding to support ICW’s growth strategy, and increased ICW’s capacity to quickly and efficiently add agencies across all 50 states and DC.

ICW Group