Baldwin Risk Partners – Streamlining Advisor Experience with a Quote Flow Application

Baldwin Risk Partners aimed to develop a state-of-the-art quote flow application on Salesforce. The goal was to enhance the advisor experience, enable seamless navigation, expedite data processing, and improve quoting for auto, home, and bundled policies.

• Utilised the Salesforce Financial Services Cloud (FSC) data model for insurance data management.
• Enhanced property evaluation using web-based ITV integrations.
• Implemented a lead-to-quote process for both personal and commercial insurance lines.
• Developed policy creation, claims, and commission modules at the household level.
• Integrated with multiple carrier sites and legacy systems.
  

• Custom Data Model Implementation
• Used FSC core objects like Customer Property, Insurance Policy, and Person Life Events for seamless data tracking.
• Advanced Integrations
• Integrated various ITV services for enriched property data.
• Connected legacy systems and carrier sites to streamline processes.
• Workflow Optimization
• Automated lead-to-quote processes and ensured compliance with FCRA regulations.
• Developed household-level modules for claims and commissions management.
  

• Enhanced tracking and management of policies, claims, and commissions with a 360-degree policy view.
• Enabled faster and more accurate quote generation for auto, home, and bundled policies.
• Reduced the time to generate and present quotes, streamlining the advisor workflow.