Keystone Insurers Group (Keystone) started in 1983 when four independent insurance agencies teamed up to pool their experience and expertise. Determined and scrappy in the face of a challenging market, this small group believed that agencies could be stronger and more successful if they linked arms. Today, that passion and spirit that started Keystone continues. Growing to almost 300 independent agency partners, Keystone provides its agents with a community of like-minded agencies, industry expertise, and access to specialized products for their clients.
As Keystone focuses on the future, they continue to look for opportunities to improve their business, remain competitive, and optimize Salesforce.com. With the flexibility that Salesforce.com has, they have yet to break the ceiling of its capabilities and learn new ways to leverage the tools available to them.
“Everyone at Sikich has been very responsive, personable and easy to work with. I would highly recommend Sikich to any insurance carrier or agency that is looking for a long-term Salesforce partner.”
– Bob Scullin, CTO, Keystone Insurers Group
WHY THE CHANGE NOW?
The insurance industry is experiencing a revolution. Leading insurers are leveraging innovations in digital, data, and cloud technologies to drive profitable growth, distinctive customer engagement, agent productivity, and innovative new business models.
Keystone’s goal was to leverage the Salesforce software fully. They wanted to be confident their system could configure to sell more, be more efficient, and serve their customers better. By enhancing their Salesforce.com platform, they took the manual work away from their agents so they could focus on selling and building long-lasting professional relationships with their clients.
PAIN POINTS BEFORE THE CHANGE
It’s really important that insurance agency network companies think not about how they will do business today, but how they will do it tomorrow. Sikich provided Keystone the tools needed to identify new prospects and whitespace opportunities.