Innovation Showcase: Top Financial Services Apps

Kayne Burk Salesforce

Paul Risk The Warranty Group

Vivek Pandey Farmers Insurance

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Introducing: Salesforce App Cloud

FORCE HEROKU ENTERPRISE THUNDER

AppExchange Trailhead

Shared Identity & Data Model Integration Shield

Trusted and Connected Platform Run all your apps on a trusted platform

Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps

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Paul Risk Chief of Global Applications and Architecture

The Warranty Group  A leader in service contract underwriting and administration.

 Global strength $4.9 billion in assets 100+ million in-force agreements 10+ billion in claims paid 1700 employees Local market execution Extensive regulatory experience Customer care and claims admin. Underwriting & development

Challenge:  Develop new Direct to Consumers Business

Mobile First

Multiple Languages

Connect data to Salesforce

Why Salesforce

Mobile Focus Cloud Hosted

Constant Enhancements (3x per year)

Multiple Language Support

How We Built It

Architecture

CTI

VIN

Parts

DMS

©2015 The Warranty Group, Inc. | thewarrantygroup.com

= in progress

= deployed

= planned

Rates Menus

Billing

Protection Place

•  Accounting Distributions •  Current Earnings (from GEC) •  Actuarial Extracts •  GL Interface(Source Builder) •  Financial Reporting •  Analytical Cube

AIM

ETL

Analytical Reporting

Component  Detail  

•  Financial and Actuarial Earnings

•  Monthly Earnings •  Formula or Factor based •  Earning Data Mart

Map to Ledger Accounts

TWG-­‐E  Cloud  

RDG Captive Only

Cede Rules Entry

Mapping Entry

Reinsurance  ETL

File Transfer

P/S

Global  Earnings  

CPQ Rates & Forms

E-Signature

Client Master

Product Master

Quote to Sale

= Salesforce

= MS Azure

P/S = Peoplesoft

What does it look like?

Home Page

Select a Product

Account Setup

Specify Product, Price, and Term for Quote

Back-end Screenshots

Legacy

Product Definition Setup in Salesforce

Customer Record in Salesforce

Related Customer Records

Results

Tips and Tricks

Establish Buy-In and Utilize Org Change Teams Early

Recruit a strong Project Manager

Start with a big, proven integrator Wean off later

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Vivek Pandey Principal Enterprise Architect Farmers Insurance Group

About Farmers Insurance Group

Formed in 1928 by John C. Tyler and Thomas E. Leavey There are three inter-insurance exchanges •  Farmers Insurance Exchange •  Fire Insurance Exchange •  Truck Insurance Exchange Farmers New World Life

Specialty Insurance - Acquired by the Farmers Exchanges in March 2000. Headquartered in Grand Rapids, Michigan

High Risk – Acquired by the Farmers Exchanges in July 2007 Headquartered in Plantation, FL

Direct Insurance – Acquired by the Farmers Exchanges in July 2009. Headquartered in Wilmington, DE

Management Company - In 1998, Farmers Group, Inc. was acquired by Zurich Financial Services.

Our Challenge: Pivot from Call-to-Quote to Interactive

Limited Digital Experience Siloed applications Legacy Systems Performance & Scalability Challenges

Reference Architecture for Digital Rich Internet Application UI/Responsive

Marketing Cloud Service Cloud

Native only, no hybrid

Chat

Leverage Existing

New

New

oData New

Reimagining Farmers Digital Delivery  Customer Interaction Platform

A digital experience as good as our service

Results-NPS Up nearly 80 points!!!

Future-Ready Architectural Foundation

Fewer Applications

Exceptional Digital Experience

Incredible Performance and Scalability

Tips and Tricks

Understand Customer Needs and Usage

Form Formal Strategies and Patterns

A/B Test, optimize and iterate with Agile

Understand Cost Implications and Budget

Thank you