Insurance AdvisoryA Salesforce platform built around how ERS actually works, not a generic implementation.
Insurance advisory firm managing complex P&C and H&B policies for private equity firms and family offices.
The Challenge
Where ERS were when they came to us
- Salesforce was in place but had no structured policy management system
- Renewals were manual and error-prone
- Health & Benefits had no data model in Salesforce
- Commission calculations done outside the system
- No comparable pipeline visibility across P&C and H&B business lines
What Rumlo Did
How we solved it
- Built a custom Policy object from scratch, linked to Opportunities, managing full policy lifecycle from placement to renewal
- Extended Salesforce to support additional lines of business
- Built a full commission and revenue calculation framework: percentage fees, flat fees, co-broker splits, with a calculation method selector per deal
- Rebuilt the renewal process as an automated Salesforce Flow: users select policies to renew, adjust details, and a new Renewal Opportunity is auto-generated with cloned Policy records
- Built a full dashboard suite matching existing reporting: pipeline, renewals, closed won by carrier, revenue by line
- Configured automated task processes for account management workflow
- Delivered full UAT sessions and admin documentation for team independence
The Result
What changed.
- Full policy lifecycle managed in Salesforce for the first time
- Automated renewal process replacing manual data entry, faster and error-free
- All business lines fully integrated: one data model, one pipeline view
- Commission and fee calculations automated including co-broker splits
- Comparable dashboards across both business lines
- Scalable, custom-built platform designed specifically for ERS's model
We had Salesforce but it wasn't built for what we do. Maurice designed and built a custom policy management system from scratch, handling our full P&C and H&B policy lifecycle, automating renewals, and bringing our commission and fee calculations into the platform. The engagement was structured, thorough, and delivered exactly what was scoped. We now have one system that runs both sides of our business and gives us real reporting across the board.
Kathryn Marshall
COO, Equity Risk Solutions
Maurice designed and built a custom policy management system from scratch. The engagement was structured, thorough, and delivered exactly what was scoped. We now have one system that runs both sides of our business and gives us real reporting across the board.
Kathryn Marshall
COO, Equity Risk Solutions