Sterling & Sterling
Sterling & Sterling is among the United States’ top 100 insurance brokerages and one of the largest in the United States, with premiums exceeding $400 million.
“Informatica Cloud bridges the gap between Sterling & Sterling’s agency management system and the cloud, ensuring that sales reps, brokers, and agents have a 360-degree customer view and insight into customer needs. The result is a greater opportunity to capture cross-sell opportunities and make them customers for life.”
— Mike Tampone, Director of IT, Sterling & Sterling
Business Need
Drive revenue growth through improved cross-selling, up-selling, and consistently rewarding service.
Manage insurance client relationships without additional software, hardware or up-front investments and long implementations of traditional on-premises software.
Reduce data integration time and increase agility.
Challenges
Enable fast-growing insurance brokerage to integrate cloud-based Salesforce CRM with existing on-premise automated insurance management system.
Migrate hundreds of thousands of client records from SalesLogix CRM system to Salesforce CRM.
Solutions & Results
Led to 30% decrease in integration costs.
Migrated all insurance records from SalesLogix to Salesforce CRM in one weekend—50% faster than anticipated.
Enabled firm to segment and target its most lucrative insurance clients.
Integrated Salesforce CRM with TAM platform in two weeks.
Fostered close, real-time collaboration with customers and carriers, driving revenue growth.
Empowered Sterling & Sterling employees via integrated Salesforce Chatter private social network.
Introduced automated, coordinated, and standardized approach to service delivery.
Products & Services
Informatica Cloud
Integrates cloud-based applications and on-premise databases and applications data quickly and easily.
Success Stories
M.D. Anderson Cancer Center
Informatica empowered scientific and clinical collaboration at this renowned cancer center by turning data into knowledge and facilitating self-service business intelligence
Illinois State University
Illinois State University relies on Informatica to standardize data analytics that enrich students’ experiences and promote academic achievement
