Approach
G-TECH provided a senior subject matter expert to align Marketing, Sales, and IT around a shared enterprise roadmap and member engagement strategy. The team assessed the CRM architecture and data flows, identified integration priorities, and defined a path toward secure, permission-based access to a unified member view.
Solution
Working across business and technology teams, G-TECH led the Salesforce integration and coordinated vendors through implementation. The solution established a compliant enterprise member data hub and master repository, giving authorized teams consistent access to the information needed for real-time engagement.
Results
The insurer gained an enterprise digital platform that supports retention, personalized engagement, and predictive “next best message” outreach across channels. The consolidated approach also reduced complexity and delivered multimillion-dollar savings.