Salesforce Customization and Process Automation



Client: Old Mutual Insurance


Old Mutual is one of the largest financial services groups in Africa. The group provides banking, investment, and insurance services. The company is listed on the Johannesburg Stock Exchange, Zimbabwe, Namibia, and Botswana Stock Exchanges. We have provided services to the insurance branch of the group.



Salesforce Users:



Bluelark is a business services spinoff from a leading Baltic software developer Agmis

Our experience:



We supported the customization and automatization

of Salesforce services for Old Mutual’s business processes.

• Insurance broker onboarding, training, and KPI tracking.
• Data collection for insurance events.
• Evaluation and approval of risks.
• Automatic flagging of suspicious activities.
• Co-insurance process for large investment or high-risk projects.
• Third-party platform integrations.

Have a project?


Let’s talk:

Sales and Customer Experience Manager
Jurgis Bakanas


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