How RLI Corporation Provides their Field Team a 360 Degree View

Published May 29 2019 by Mary Bradley
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RLI is a speciality property and casualty insurance and surety bond company with operations in all 50 states. In order to increase the number of quality meetings and decrease Field Sales prep time, RLI partnered with Fullscope, an Alithya company, to implement Microsoft Dynamics 365.

Fundamentally, RLI was looking for a solution that would provide their team in the field more information about their agencies so they would have a 360 degree view of their relationship. In the day-to-day life of their sales team, they needed the ability to efficiently route to agencies, prepare for meetings, capture feedback, and then disseminate the information. With the help of Microsoft Dynamics 365 and Fullscope, they now have the solution they were searching for. 

RLI can also now provide their sales team with automated processes - meaning more free time. Due to data living in various places, there was previously a lack of consistency in data presented. With sales people on the road and in the field, getting information to the home office about market changes or particular changes within an agency was not an efficient process. 

According to Haley Miller, Product Marketing Coordinator at RLI, "Our implementation was a phenomenal team effort. The
Alithya team spent a great deal of time with us and helped us define our outcomes by understanding our goals. They absolutely added value by working with us to whittle down our ideas to the top priority items. By the end of development, we were able to achieve not only what we had agreed to, but much more with ownership of the solution.”

With Microsoft Dynamics 365, RLI is able to better serve their team, while improving account and relationship management - with one tool. To continue reading about RLI to see how you can also improve account and relationship management for your company, read the full customer story.

With a diverse background across, advertising, marketing, technical consulting and sales, Mary has a great understanding of different industries, how they function, and what makes them successful. She has a strong CRM background including hands-on experience with Dynamics CRM (now Dynamics 365) since the 3.0 days, and Mary’s customers will tell you that her true talent is getting up to speed on business processes quickly, and understanding the lifecycle of a customer across many different industries and types of organizations.

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