Connecting the Dots: Unified Agency Management on Salesforce Financial Services clouds

A leading property and casualty insurance provider with a strong legacy and a vast network of agencies and agents, the Client is well known for excellence in underwriting, policy management, and claims handling. However, as their operations expanded, aging systems began to hinder performance and agility.

THE CHALLENGES: Critical Gaps in Agency and Agent Management

The client sought to modernize and unify their agency management processes. Their legacy systems—especially the producer's central platform—were outdated, leading to inefficiencies in agency onboarding, data visibility, and day-to-day agent relationship management. They needed a flexible and scalable platform that could:

• Streamline agency appointments and transitions
• Integrate external web services and siloed data
• Improve agent engagement and transparency
• Support fast, intelligent decision-making

The SOLUTION: Scalable, Integrated Solution for Agency Ecosystem Modernization

Datamatics implemented a custom Salesforce Financial Services Cloud (FSC) solution tailored to the client’s complex agency ecosystem. Key components of the solution included:

• Integration with legacy producer central to create a unified, modern infrastructure
• Custom Salesforce workflows and objects to support end-to-end agency lifecycle management
• API integration with external web services for real-time data synchronization
• Data consolidation to eliminate silos and enhance transparency
• Personalized dashboards and analytics for real-time insights and reporting

The solution was built for scalability, agility, and long-term maintainability—transforming how agency relationships are managed.