Modernising Operations and Maximising ROI Through Salesforce Financial Services Cloud
Financial Services Cloud, Service Cloud, Salesforce Managed Services
London, UK
Insurance
Salesforce implementation, automation, and analytics to streamline agency operations and improve customer engagement
This UK-based insurance firm has been providing property and casualty cover since the 1990s. With a trusted brand reputation and a network of independent agents across various areas, the organisation delivers tailored insurance solutions to homes, farms, small businesses, and faith-based institutions. Known for combining attentive local service with the power of a nationwide network, the company has built a solid reputation for reliability, innovation, and long-term client satisfaction.
As the company expanded, its success became increasingly reliant on hundreds of independent agents and agency partners. However, outdated systems and fragmented processes made it nearly impossible to:
Agents relied on spreadsheets and manual tracking, resulting in missed follow-ups, inefficiencies in claims processing, and limited visibility into customer needs or policy history. Leadership lacked actionable insights, and the company was unable to scale or optimise its agent-driven model without a major transformation.
The company sought to build a unified digital ecosystem that would:
The aim was to equip field teams with modern, mobile-friendly Salesforce tools, while also providing executive-level visibility and strategic control.
Logic Mount partnered with the client to implement a scalable, intelligent solution built on Salesforce Financial Services Cloud, Service Cloud, and custom integrations.
Following Logic Mount’s Agile Delivery Framework, the transformation unfolded across several key milestones:
Discovery & Planning
We partnered with agency managers and field agents to understand every workflow, challenge, and compliance requirement across different states. A clear technology roadmap was created from the findings.
Platform Configuration
Salesforce Financial Services Cloud was tailored to reflect agency-specific processes including visit logging, product mapping, and customer relationship tracking. PDF generation and claims workflows were automated for compliance.
Reporting & AWS Integration
Using middleware and AWS S3, we enabled agents to upload custom reports (including images) and made compliance tracking visual, shareable, and audit-ready.
Training & Adoption
After thorough testing, we led department-specific training for agents, support teams, and executives to ensure full adoption.
Managed Services Roll-out
Post-launch, Logic Mount delivered flexible support to keep the system performing at its peak, proactively resolving issues and continuously aligning the platform with business goals.
Logic Mount’s solution transformed the company’s agent operations from paper-based to predictive, enabling powerful performance and customer experience gains.
What was once a fragmented process is now a fully integrated, intelligent Salesforce ecosystem that empowers agents, simplifies operations, and boosts bottom-line results.
Logic Mount empowers insurance companies with intelligent Salesforce solutions built for growth, compliance, and long-term ROI.
Contact us today to explore how Salesforce can pave your path to smarter operations and stronger customer engagement.
Tyler Scott, Product Director
Brian Turner, Head of Solutions
Rachel Kim, CRM Operations Lead
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Zakir Hussien, Head of Digital Performance
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