September 3, 2015
Quoting employee retirement plan business was a time-consuming process for The Standard’s ($26.62 billion in total assets under administration) sales team, resulting in both inefficiencies and the potential for lost business. The Portland, Ore.-based insurance and financial services company turned to Bluewolf, a New York-based consulting firm, for help in improving processes and implementing a new Salesforce-based tool to radically reduce the time it took to quote business. The result was to speed proposals from three days to just minutes, while meeting IT’s goals to replace legacy solutions with modern alternatives in line with the company’s digital strategy.
