Case Study: GuideOne Insurance

Background
Founded in the 1940’s as an auto insurance company, GuideOne Insurance, has successfully expanded its services over the years to insure responsible individuals, churches, senior living communities, and private universities.

Challenge
GuideOne Insurance sought to minimize administrative overhead by empowering its sales directors with the tools and the data access necessary to manage and support their territories. The company also wanted to establish a central database of agent information, to facilitate interdepartmental communication, and to improve documentation of critical information.

CRM Solution
DoExtra Corporation sold, installed, and configured Sage CRM SalesLogix for GuideOne Insurance. The solution’s ease of customization was a deciding factor, as was its flexibility to support local, remote, and Web-based users. Doextra was responsible for customizing Sage CRM SalesLogix to address many of the company’s unique requests. Doextra’s consultants designed several imports to bring data in from GuideOne’s operating and accounting software. All account and contact information for the agency is updated through these imports, as are sales production numbers.

Results
The sales directors have 24/7 visibility to their territory. Sage CRM Sales Logix empowers the directors to easily handle the tasks that formerly went to the administrative staff, such as mail merges and appointment scheduling. The result has been a significant labor savings for GuideOne Insurance.