AG2R La Mondiale Digitally Transforms Sales and Customer Operations with Vlocity

Vlocity Health, running natively on the Salesforce Platform, will enable AG2R LA MONDIALE to increase agency productivity, improve customer engagement, and support ongoing business agility.

(Photo source: AG2R LA MONDIALE cycling Instagram page.)

AG2R LA MONDIALE, a Paris-based multinational insurance firm that engages in global insurance, financial services, supplementary retirement fund and supplementary pension, has contracted to use Vlocity (San Francisco) applications to transform sales and customer operations in order to better serve its health and protection, retirement and savings markets. Vlocity Health, which runs natively on the Salesforce Platform, will enable AG2R LA MONDIALE to increase agency productivity, improve customer engagement, and support ongoing business agility, according to a vendor statement.

Yasser Echoukry, Director of Digital Collaboration and Distribution, AG2R LA MONDIALE.

Vlocity reports that AG2R LA MONDIALE will replace several legacy sales and customer relationship management systems, providing the company with a single, streamlined system of engagement for its sales agents and customer service representatives. With integrated information, tools and processes, the new system will enable AG2R LA MONDIALE’s sales agents to be more productive and optimize interactions with new and existing customers across different channels and devices, the vendor asserts.

“Engaging customers successfully throughout the entire lifecycle is key to our business growth,” comments Yasser Echoukry, Director of Digital Collaboration and Distribution, AG2R LA MONDIALE. “We chose Vlocity for its ability to rapidly implement a powerful platform for customer and sales management, giving our agents a 360-degree customer view, rules-based customer journey creation, and guided and automated customer engagement processes. We also need to easily integrate processes across front, middle and back offices, and quickly innovate and offer new products and services. We look forward to taking our digital transformation to the next level together with Vlocity.”

Putting the Customer First

Kevin Riley, SVP, General Manager, Vlocity Health.

“We share AG2R LA MONDIALE’s view that the customer must come first—and we are confident that the company’s long history of industry leadership and high-quality customer engagement will prevail and grow during this time of digital transformation,” comments Kevin Riley, senior VP and general manager, Vlocity Health. “We are very pleased to be supporting our new customer at such a pivotal time in their evolution as a business.”

The vendor describes Vlocity Health as 100 percent additive and native to the Salesforce platform, delivering key benefits to customers from the start and over the course of the relationship. Vlocity extends the Salesforce platform with solutions that transform areas like product catalog, rating, sales, underwriting, employee enrollment, account installation, renewals, policy administration, provider network operations, and channel management. This enables customers to take Salesforce deeper into the health insurance stack and meet their strategic needs, the vendor says.

Hagerty Selects Vlocity Insurance for Digital Transformation

 

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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