CoverPoint Insurance Drives Sales Efficiency at Scale with Salesforce Financial Services Cloud

“After a disappointing initial FSC implementation, we partnered with Coastal. Their team quickly understood our needs and delivered a solution that has significantly improved our sales process. We've seen a marked increase in lead conversion, and our agents are more efficient than ever. Coastal's expertise in both Salesforce and the insurance industry has been invaluable to our success."

– Josh Mers, CoverPoint Insurance Solutions

Challenge

CoverPoint Insurance Solutions, a part of Wright-Patt Credit Union (WPCU), is on a mission to make insurance straightforward and accessible. But their initial journey with Salesforce Financial Services Cloud (FSC) hit a few roadblocks. Delays, unmet expectations, and a system that didn't quite fit their needs left them struggling to scale and make the most of their leads.

Solution

That's where Coastal's Financial Services team stepped in—Salesforce experts with a deep understanding of the insurance world. We quickly got to the heart of CoverPoint's needs and built a custom FSC solution for automation, efficiency, and growth.

Automated Referral Workflows: Leads from the credit union? Seamlessly captured and converted.

Optimized Sales Engagement: Agents empowered to manage more leads and close more deals.

Guided Quoting Experiences: Quoting made simple for both agents and clients.

Seamless AMS360 Integration: Leveraged the best of Salesforce's insurance features and integrated it smoothly with CoverPoint's existing systems.

Results

The results? Game-changing.

Increased Lead Conversion: Agents are handling more leads than ever, which translates to more happy clients and booming business.

Improved Efficiency: Automation and streamlined processes mean less time on admin tasks and more time building relationships.

Scalable Foundation: We didn't just solve today's problems. We built a solution that can grow and flex as CoverPoint does.

This is just the beginning! We're already working with CoverPoint to integrate Marketing Cloud with FSC. This means:

Automated & Personalized Marketing: The right messages to the right people at the right time.

Boosted Cross-Selling & Upselling: Spotting and nurturing those golden opportunities within their current client base.

Deeper Customer Insights: Tracking campaign performance to fine-tune their marketing strategy and see even better results.

This next phase will empower CoverPoint to build even stronger client relationships, fuel even more growth, and continue its mission of making insurance accessible and easy to navigate.

Clouds & Products

Financial Services Cloud