Smart Communications
22 Case Studies
A Smart Communications Case Study
Leading P&C Insurer faced fragmented, Word‑based customer communications that left claims agents frustrated and customers waiting: messages were not personalized or timely, correspondence couldn’t be issued or edited in real time, e‑signatures and pre‑populated forms were missing, and compliance and auditability were hard to enforce. Already on Salesforce, the insurer turned to Smart Communications’ SmartCORR™ for Salesforce to modernize and centralize its claims communications.
Smart Communications implemented SmartCORR™ for Salesforce with in‑browser template editing, Salesforce data auto‑population, e‑signature and workflow automation so agents can draft, personalize and send communications from the Service Cloud Console. The change eliminated large Word template libraries (a reported 20x reduction in templates), sped case resolution, reduced training needs, increased agent productivity, and delivered faster, more personalized communications that improved customer engagement and auditability.
Leading P&C Insurer