Insurope moves from a legacy CRM to a structured, AI-ready network CRM
From email and documents to an AI-ready network CRM
Key results
- Full CRM migrated to Sales Cloud, with the sales process reviewed
- Integrated quotes, contract documents and e-signature inside Salesforce
- Portal client portal for network members on Experience Cloud
We highly recommend Novera as a trusted partner. Their expertise, responsiveness, and pragmatic approach have been key to the success of our CRM implementation. They consistently deliver high-quality work and bring valuable insights to improve both processes and user adoption.
The client
Insurope is an international employee benefits network. It pools group insurance contracts for multinationals through local insurer partners. It is headquartered in Belgium and works worldwide.
The challenge
The CRM was very old and barely connected to anything. Requests from network members, such as pooling permissions and illustration inputs, lived in documents and email. Nothing sat in structured fields.
The account hierarchy was weak and contact data on the network side was poor. Insurope wanted to connect its application landscape and make AI part of its digital strategy.
What we did
Won on how we worked. Insurope ran an RFP for a multi-skill Salesforce support and managed services partner. We were selected on responsiveness and collaboration during pre-sales.
Architecture and Scrum Master. We took both roles and ran the delivery.
A full migration to Sales Cloud. We moved the CRM, reviewed the sales process, and integrated the back end and contract management.
A portal for network members. Members now work with Insurope through a client portal on Experience Cloud.
Documents and signature in Salesforce. Quotations, contract documents and e-signature run inside Salesforce with PDF-Butler and Sign-Butler.
AI groundwork. We set up Agentforce and document processing.
The result
Network interactions now live in structured data instead of inboxes. Quotes, contracts and signatures happen in one place. The CRM is ready for the AI use cases Insurope wants next.
