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SBLI Global Investment Company Pioneer Investments |
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 Chatham Systems Group and E.piphany Help SBLI USA Mutual Life Insurance Expand into Direct Marketing Challenge: As a visionary in its industry, SBLI chose recently to break new ground when it refocused its mission on national growth. As a leading New York life insurance provider for over 60 years, SBLI decided it would expand into the national market by selling direct to consumers through the mail, phone, and Internet.
Chatham Systems performed a thorough analysis of SBLI's systems, and found a multiplicity of successful departments—each using its own system for controlling operations, with no integration between these systems. The company was unable to understand the value that the different channels provided, how many leads were being generated in response to various marketing efforts, how many policies were pending, and how many were due for renewal. This made it difficult for SBLI to fully understand its overall performance, and created inefficiencies in productivity, both of which impacted profitability. Solution: Chatham Systems recommended the E.piphany Analytic Platform to help SBLI integrate its existing systems and establish a better reporting strategy. Chatham Systems knew that E.piphany would help SBLI gain a clear understanding of where the company is today, and provide the foundation for future growth of its Customer Relationship Management (CRM) efforts. Result: Based on Chatham Systems' position as a leading integrator of E.piphany CRM solutions, the SBLI project was executed quickly, efficiently, and seamlessly. Thanks to a quick learning curve for employees, SBLI enjoyed a smooth transition to the E.piphany platform. With E.piphany, Chatham Systems was able to help SBLI overcome the challenge of integrating legacy systems. SBLI could now track its policy process from beginning to end through all departments - knowing precisely how long the process took and what it cost. By increasing productivity and reducing software licensing costs, Chatham Systems helped make direct-to-consumer marketing a more profitable channel for SBLI, and the company's new vision a reality. Chatham Systems and E.piphany are now working to expand the program to other SBLI systems including executive reporting, and implementing additional CRM components such as campaign management and an interactive platform for SBLI's call center. |
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