Insurance Distributor Empowers Sales Agents, Drives Growth with Delivery Infrastructure

“Our entire distribution channel relies on a solution anchored by Microsoft Dynamics CRM, which provides the scalability, flexibility, and ease-of-use we sought. We are very happy with what we created.”

Customer Profile

Insphere Insurance Solutions serves the middle-income individual and small-business markets in the United States by offering insurance from multiple carriers.

Business Situation

Insphere wanted to create a sales delivery infrastructure to help manage key business processes across multiple carriers and lines of business while supporting the company’s ambitious growth goals.

Solution

The company implemented Microsoft Dynamics CRM together with insurance software products developed by Microsoft Gold Certified Partner VUE Software^®.

Benefits

Insphere Insurance Solutions, one of the nation’s largest independent career-agent distribution groups, serves small businesses and the middle-income individual market. Insphere aims to be the leading distribution channel for each of its strategic carrier partners and wants to double its field sales force over the next few years. The company sought to make the agent experience as productive and streamlined as possible. Working with Microsoft Gold Certified Partner VUE Software, Insphere implemented Microsoft Dynamics CRM in integration with VUE IncentivePoint and VUE Compensation Management. Now, Insphere provides an extremely efficient field-selling environment, drives more productive agent activities, and gives managers visibility into agent activities. The unified software environment is a key component of the company’s value proposition for retaining and recruiting agents.

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