Follow us:

Your insurance policies

When customer insights translate into business value in practice

Insurance Customer Case Salesforce Service

Dina Försäkringar has been recognized for having Sweden’s most satisfied customers in property and casualty insurance for several years in a row. Today, Dina Försäkringar comprises a number of insurance companies throughout Sweden. As one of the country’s largest providers of property and casualty insurance, they offer coverage for everything from homes and families to cars, pets, and businesses.

Challenges – customer information scattered across multiple systems

Dina Försäkringar previously managed customer data and history across several separate systems, which made the information difficult to access and resulted in inefficient workflows. The goal was to put the customer at the center and offer professional and proactive service, but without a unified system, it was difficult to achieve this. In addition, the solution needed to comply with the requirements of the GDPR and the Insurance Distribution Act.

  • Customer information and history scattered across several separate systems
  • It is difficult to provide proactive and consistent customer service
  • Need for a solution that complies with the GDPR and IDD

The Project – From Analysis to Launch

To ensure that the solution met the business’s requirements, Releye and Dina Försäkringar conducted a joint analysis to map out work processes and needs. This resulted in a clear plan for what needed to be done and when. The implementation project was then carried out in close collaboration between a consulting team from Releye and the project team from Dina Försäkringar, after which the solution was rolled out in phases at offices across the country.

“Working with Releye was easy because they understood our business and, consequently, our needs from the very beginning. Releye quickly grasped our ideas and presented proposed solutions that often exceeded our expectations.”

The Solution – A Comprehensive View of the Customer

The solution is based on the Salesforce sales and service platform and provides employees with a comprehensive “Customer 360” view where all information about the customer, their insurance policies, claims, and previous cases is consolidated in one place. Integrations with insurance and document management systems ensure that data is always up to date. The platform also supports complex sales processes, upselling, needs assessments, and advisory documentation—while ensuring compliance with GDPR and IDD.

  • A comprehensive "360-degree view" of customers, with real-time information on customers and cases
  • Integrations with insurance and document management systems
  • Support for complex sales processes, upselling, and consulting
  • Ensuring compliance with the GDPR and IDD

The result – stronger customer relationships and better collaboration

  • Employees can provide faster and more proactive service because all customer information is centralized and easily accessible.
  • The risk of cases falling through the cracks is reduced when the entire organization works within a single system.
  • Internal collaboration has been strengthened, and communication among employees has become easier and more effective.

Summary

With all customer information consolidated on a single platform, Dina Försäkringar was finally able to live up to its goal—putting the customer first. What previously required navigating through several separate systems is now available with a single click, which enhances both service quality and internal collaboration. Today, the CRM solution is not just a system support tool, but a central part of Dina Försäkringar’s sales culture and customer strategy.

Similar customer cases

No results match the selected filters.

Contact us today

Or call us at +46 8 55 80 25 08

Contact us today