Case Study: a Texas-based, member-owned insurance organization modernizes its digital platform with Tevpro and Concrete CMS

Texas-based, member-owned insurance organization streamlines agency data and boosts self-service with Tevpro

A Texas-based, member-owned insurance organization needed to modernize its legacy digital platform without losing critical custom functionality and integrations, such as its connection to Salesforce and its customer-facing agent search tools. The challenge was to preserve these business-critical capabilities while creating a more flexible, maintainable, and cost-effective technology foundation. They partnered with Tevpro to migrate from Progress Sitefinity to the open-source Concrete CMS.

Tevpro implemented a solution that included an automated Salesforce integration for agency data, rebuilt location-based search tools for finding agents and repair shops, and developed custom sponsorship workflows and an analytics dashboard within Concrete CMS. The results provided the customer with greater internal control, reduced platform complexity, and a more flexible foundation for future development. Tevpro's work ensured improved customer self-service and integrated performance reporting without the need for disconnected systems.