Global Insurance Digital Transformation

Meridian Insurance Group, a Fortune 500 company with over 15,000 agents nationwide, struggled with disconnected systems that made it impossible to deliver personalized customer experiences. Agents used 12 different applications to service policies, leading to frustrated customers and missed cross-sell opportunities.

We implemented Financial Services Cloud as the foundation, creating a unified Agent Desktop that consolidated all customer data, policies, claims, and interactions into a single view. Custom Lightning components were developed for quote generation, policy management, and claims tracking.

The solution included AI-powered next-best-action recommendations, automated underwriting workflows, and seamless integration with their actuarial systems. Our lifetime guarantee gave them confidence to undertake this mission-critical transformation.

The primary challenge was migrating 50 million policy records from legacy mainframe systems while maintaining 100% data integrity and zero downtime. Complex insurance products required custom data models beyond standard FSC capabilities.

Regulatory compliance across 50 states meant building flexible workflows that could adapt to different requirements. Training 15,000 agents on the new system required a comprehensive change management strategy.

Integration with 30+ third-party systems including actuarial platforms, claims processors, and reinsurance partners demanded robust API development and real-time synchronization.