Join Our Webinar

360 Lead Management.

The Future of Insurance Sales

Case Study: Salesforce & Agent Portal Integration

(Warta - Talanx Group)

Name *

Business Email *

Company *

Phone *

Select...

By clicking the button, you agree that Decerto may use this information to contact you regarding relevant content, products, and services. You can unsubscribe at any time. For more information, check out our Privacy Policy. *

Mastering Lead Management in the Insurance Industry

Struggling with data integration, real-time updates, and optimizing sales processes? Discover how leading insurance companies overcome these challenges with cutting-edge CRM solutions.

The webinar will be recorded. Sign up, and we’ll send you the recording.

Agenda

1. Challenges in Lead Management for the Insurance Industry

Issues with data and CRM system integration
Real-time data synchronization
Optimizing sales and customer service processes

2. Case Study: Salesforce & Warta Integration

Project objectives – what were the key goals?
Key implementation stages: business analysis, UX design, system integration
Benefits for agents:

🔹 360-degree customer view

🔹 Better offer personalization

🔹 Increased sales efficiency
How Agile & Scrum facilitated large-scale IT project implementation

3. The Impact of CRM on Sales and Customer Relationships

How CRM helps agents refine their sales strategies
Boosting cross-selling and customer loyalty through data analysis

4. Q&A and Summary

Answering your questions
Key takeaways – how to successfully implement similar solutions in your company

Discover the Details of Integrating a Lead Management System with Salesforce

Discover how Warta (Talanx Group), a leader in property and life insurance, revolutionized their sales process by integrating Salesforce with their Agent Portal. In this case study, learn how tackled complex system integrations to deliver a 360° customer view, streamline workflows, and boost sales performance.

“Decerto’s ability to adapt to our ever-evolving needs and deliver exceptional results, even in a highly demanding environment, truly sets them apart. Their expertise and commitment to quality were evident at every stage of the project. Thanks to their flexible approach and seamless collaboration, we were able to achieve our goals efficiently while maintaining the highest standards. They have proven to be a trusted partner who consistently goes above and beyond to ensure success.”

Łukasz Ukleja

Director of Customer Relationship Department of Warta (Talanx Group)

Free Guide For Webinar Participants

All registered participants will receive a free Insurance Software Implementation Guide, where we share our proven methods and case studies from our clients.

Sign Up

Among Our Clients, You Will Find

For our innovative approach to projects and agile execution, we have been recognized by prestigious European titles such as InsurTech100 and the European Insurance Technology Awards 2024.