Case Study: Lockton streamlines field sales trip planning with ProsperVue by Valgen

Lockton achieves ROI in just one trip with Valgen

Lockton, a major insurance company, faced a challenge in efficiently planning field sales visits across large territories. Their producers needed a simple way to review customer locations, prioritize opportunities, and understand account histories before traveling. They implemented ProsperVue by Valgen to address these planning needs.

Valgen's ProsperVue solution provided an uncluttered, easy-to-use tool for pre-trip planning and mobile access during travel. This allowed Lockton's producers to make each trip far more productive by optimizing schedules and filling gaps between meetings. The company achieved a return on investment for the app after just a single trip.

Lockton