Modernizing an Insurance Platform with Salesforce
Insurance Case Study
Modernizing an Insurance Platform with Salesforce
Discover how CodM Software modernized an insurance platform with Salesforce Lightning, Apex, LWC, integrations and governed org consolidation.
SalesforceLightning ExperienceApexLWCVisualforce
Client Logo
Client Overview
Large Insurance Organization
The client managed policies, renewals, contracts, carrier appointments, agent operations, commissions and high-volume insurance data across multiple Salesforce environments.
Industry: InsuranceBusiness model: Insurance and risk-management ecosystemServices: Salesforce Lightning, Apex, LWC, Org Consolidation
Business Challenges
The Salesforce barriers that needed a scalable solution.
Salesforce Classic interfaces slowed adoption
Legacy Visualforce pages limited scalability
Multiple Salesforce orgs created inconsistent data
Tightly coupled Apex logic made change harder
High-data-volume processing required performance tuning
Integrations needed stronger reliability and governance
Solution Architecture
Salesforce Solution Architecture
Migrated users and workflows toward a Lightning-first Salesforce experience.
Modernized interfaces with Lightning Web Components and dynamic pages.
Refactored Apex into reusable service patterns and async processing.
Supported org consolidation governance and data model alignment.
Improved REST integrations and monitoring for insurance workflows.
Optimized SOQL, batch operations and high-volume data handling.
Implementation Process
A practical delivery timeline from discovery to support.
Discovery Workshop
Requirement Gathering
Architecture Planning
Salesforce Configuration
Integration & Testing
Go Live & Support
Technology Stack
Salesforce technology used to deliver the solution.
SalesforceLightning ExperienceApexLWCVisualforceREST APIsBatch Apex
Key Features Delivered
High-impact Salesforce capabilities delivered for measurable outcomes.
Lightning Record PagesDynamic FormsLightning Web ComponentsBulkified ApexBatch ApexREST IntegrationsSecurity GovernanceOrg Consolidation
Before vs After
A clearer view of the business transformation.
BeforeAfter
Salesforce Classic UI Lightning-first experience
Visualforce-heavy pages Modern LWC interfaces
Multiple Salesforce orgs Single governed platform
Performance bottlenecks Optimized queries and async processing
Screenshots & Visual Proof
CRM visuals that show the solution experience.
Salesforce Dashboard
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Architecture Diagram
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
CRM Workflow
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Analytics Dashboard
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Client Testimonial
“CodM Software helped create a cleaner Salesforce platform that improved usability, governance and long-term scalability.”
Client StakeholderLarge Insurance Organization★★★★★
FAQ
Salesforce case study questions
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
What are permission set groups in Salesforce?
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
How does Sales Cadence work in Salesforce?
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Why use Customer 360?
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
How does Salesforce improve productivity?
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
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