MetLife Increases Sales Production & Reduces Manual Work

MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.




10,000+ Employees

HQ Office

New York, NY

Access Global Group Services Performed

Salesforce Implementation

Salesforce Strategy Consulting

Salesforce Managed Services

Five9 Strategy Consulting

Five9 Staff Augmentation

Salesforce Challenges

MetLife experienced the following Salesforce challenges.

Metlife grew significantly after acquiring Life & Annuities business from Travelers insurance.

Sales were heavily dependent on Agents.

No automations.

Utilized multiple platforms.

The data was unreliable and inconsistent.

Management Reporting was very manual.

Existing systems were not scalable.

Salesforce Solutions

Access Global Group provided the following Salesforce Solutions to MetLife.

Sales, Service and Custom Clouds for Sales, Service and shared services teams.

Experience Cloud for Agents/Agency systems to streamline the flows.

Contact Center and Computer Telephony Integration (CTI) solution, enabling the monitoring/recording of calls with real-time reporting.

Custom scripting based on caller details, reduced average handle time and improved efficiency.

Automated communication based on Active or Termed Life insurance for Customers/Relatives. To guide them through the process.

Integrated with over 50 internal/external systems using Informatica and Custom web services.

Salesforce Results

MetLife experienced the following Salesforce results with Access Global Group’s Consulting Services.

Customers feel more informed with automated communication.

30% growth in Sales due to automations and a streamlined process.

10% reduction in agent attrition.

30% reduction in man hours in New Policy processing.

AGG’s work process automations with real-time updates, ensures accurate and up-to-date data entry into Salesforce.

Management has access to real-time data through reporting and dashboards.

80% reduction in manual work reporting.

Awarded, Trusted & Proven to Deliver Salesforce Results!

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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