The document describes Valgen's Insurance Suite, which is a platform that provides data, analytics, and applications to support insurance agents and carriers. The suite aims to maximize agent productivity and provide transparency to carriers. It delivers leads and opportunities to agents through Salesforce tools. The suite also provides account details, campaign management tools, and market data visualizations to help agents prospect for new customers and renew policies more effectively. The proposed next steps are to review the solution with stakeholders, define the scope and timeline, and implement a pilot with select agents.

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The Valgen Insurance Suite
for Sales and Marketing
Data, Analytics and Applications
Use Case:
Carrier sponsored Salesforce.com app for Agents
December 2014

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Critical needs for Insurance today
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• Achieve accuracy and timeliness; acquire, value-add and synthesize
hard to access data sources
Data
• Define segmentation; determine and prioritize investments to grow
customer value
Analytics
• Improve technology adoption through usability and seamless user
experience
Applications

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Solution: The Valgen Insurance Suite
• One robust platform to deliver tailored Data, Analytics and Applications
• Supports agents (to increase customer value) and carriers (to improve
agent productivity)
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The suite maximizes agent productivity,
provides transparency to carrier
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Data
Analytics
Apps
+ Productivity Features

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Leads and Opportunities delivered to agents
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 Opportunities from Carrier
 Leads supplemented by Valgen
 Scored/Prioritized by Value
 Pre-defined assignment rules
 Real-time delivery to agents
 Salesforce tools to manage pipeline

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Carrier’s accounts receive priority with agent
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Rich Account Detail Segment Guidance
Campaign ManagementVisualization

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Tools for more effective new prospecting

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Proactive touch for policy renewals
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Salesforce Data Visualization
Customer

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Market data for penetration, potential
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Proposed Next Steps
• Review with stakeholders, define scope and timeline
• Gather requirements, initiate deployment
• Implement pilot for select agents, customize
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