November 11, 2014

New Accenture Insurance Agent Effectiveness Solution, Developed on Salesforce, Helps Insurers Increase Sales Effectiveness

NEW YORK; Nov. 11, 2014 – Accenture (NYSE: ACN) today unveiled the Accenture Insurance Agent Effectiveness Solution, an innovative cloud-based application designed to help insurance field sales organizations in their efforts to prospect and recruit agencies, agents and brokers and to improve the performance of this critical distribution channel.

Built on the Salesforce1 Platform, the Accenture Insurance Agent Effectiveness Solution provides sales leaders with visibility into the end-to-end agency performance cycle, from the establishment of agency and territory sales goals to tracking production results and developing individualized action plans to improve agent performance. The new solution provides reporting and dashboards to help sales leaders proactively analyze market opportunities and identify strategies to expand customer relationships.

“Insurance carriers that distribute through agents and brokers face a broad range of challenges, including an aging workforce, agency consolidation, and rapidly changing customer preferences and expectations,” said Erik Sandquist, managing director for Accenture Distribution and Marketing Services in North America. “The Accenture Insurance Agent Effectiveness Solution helps address those challenges by providing information and insight to support timely decisions and immediate actions, from appointing the right agencies and producers to identifying steps individual agents can take to increase sales and strengthen customer relationships.”

“The Accenture Insurance Agent Effectiveness Solution is the result of the close working relationship between Salesforce and Accenture, and combines Accenture’s deep industry knowledge with Salesforce, the world’s number one CRM Platform,” said Neeracha Taychakhoonavudh, senior vice president, partner programs, Salesforce. “We believe this new solution for insurance carriers will support improvements in many areas, including setting aggressive but realistic sales goals, developing agents’ skills and identifying new opportunities for agents to pursue.”

The Accenture Insurance Agent Effectiveness Solution is a flexible, modular application that supports the agency performance cycle including sales planning, recruiting, relationship management, sales execution and performance management. The platform is designed for insurance carriers that distribute through exclusive and/or independent insurance agencies and brokers. It can be implemented quickly and cost-effectively through the use of Accenture’s proven tools and supporting methodology.

In recognition of Accenture’s proven track record and unique ability to offer differentiated solutions – as well as its Salesforce implementation expertise and demonstrated sales and delivery success – the Accenture Insurance Agent Effectiveness Solution has been certified as a Fullforce Solution for Salesforce Financial Services.

Working together for more than a decade, Accenture and Salesforce are helping organizations develop and execute comprehensive cloud strategies to achieve the full potential of enterprise cloud computing at speed. Accenture is recognized by an independent industry analyst firm as the global leader in Salesforce implementation services1 and is the lead service provider on many of Salesforce’s largest transformational projects. Accenture has more than 4,100 people skilled in working with Salesforce and more than twice as many certified people as any other company.

About Accenture
Accenture is a global management consulting, technology services and outsourcing company, with more than 305,000 people serving clients in more than 120 countries. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US$30.0 billion for the fiscal year ended Aug. 31, 2014. Its home page is

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1The Forrester Wave ™: Implementation Services, Q2 2013 (June 2013). Full report available here.

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François Luu
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Melissa Volin
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