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.


Platforms: Service Cloud, Sales Cloud, Salesforce Surveys


Salesforce users: 500-1000


Our experience:


We supported the customization and automatization of Salesforce services for Old Mutual’s business processes.
• Insurance broker on-boarding, 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.

Andrius Guzaitis

Andrius Guzaitis

Sales Manager