A large insurance firm was looking to reinvent their sales process and change the way they approach the marketplace. We worked with the organization to create and implement a new sales process with the goal of improving overall productivity of the field. We provided framework, processes and tools needed to support a new, more positive experience for prospects and clients. All related systems and processes were integrated into the system to ensure adoption. OCI Development Practice was also instrumental in the change process and the communication around delivering the new system. The system is still in place and has proven to be very successful in meeting the company's productivity and client relationship goals.
