Transforming Group Benefits Quoting with Seamless Salesforce Integration
Company Background
A fast-growing insurance services firm specializing in small business health plans set out to transform how companies access and purchase employee benefits. Their mission centers on making health insurance more accessible and affordable through data-driven technology and streamlined customer experiences.
Client Challenge
As the firm looked to establish itself in this competitive market, they faced a critical bottleneck: their Group Employee Benefits rater was trapped in complex spreadsheets, limiting their ability to scale.
They needed to quickly integrate these calculations into Salesforce to enable their field agents with real-time quoting capabilities, and they had limited budget to make this happen in an easy, timely manner.
Without a streamlined digital solution, they risked losing momentum and differentiating themselves in their mission to deliver faster, more accurate quotes to small businesses.
Our
Solution
Coherent Spark converted the rater from spreadsheet to production-ready code in minutes.
Coherent Spark converted the company's Group Employee Benefits rater from spreadsheet to production-ready code in minutes, exposing the business logic previously trapped in Excel.
Our platform transformed over 58,000 cells of data and 14,000 formulas into an API endpoint that can now make their pricing logic accessible through Salesforce.
Using Coherent Spark's pre-built Salesforce connector, the company eliminated months of custom development work and quickly equipped their field agents with digital quoting tools.
This approach delivered three critical advantages:
- Accelerated time-to-market by avoiding 9 months of manual development
- Reduced implementation costs by approximately $150,000
- Generated ongoing savings of $300,000 in software maintenance and updates
The solution enabled the company to compete effectively in the small business health insurance market by giving their agents real-time quoting capabilities to win new business.
The Results
9-month Acceleration
Eliminated lengthy manual development by converting 58,000 cells and 14,000 formulas to code in minutes.
$450K Cost Reduction
Saved $150,000 in immediate development costs plus $300,000 in ongoing software maintenance expenses.
Streamlined Agent Workflow
Enabled field agents to generate accurate quotes directly in Salesforce without switching systems.
Market-Ready Solution
Launched a competitive digital quoting platform within startup budget and timeline constraints.