NFP Improved Sales Efficiency & Increased Sales Visibility 

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. They enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. With a growing number of employees located around the world, they are experts, leaders and advocates, all coming together to work towards one goal — helping their clients solve problems. NFP ranks in the top five largest benefits brokers by global revenue, best place to work in insurance and is in the top ten of the largest US-based privately owned brokers (Business Insurance).


Benefits, Wealth & Annuities


6,000+ Employees

HQ Office

New York, New York

Services Performed For NFP

Salesforce Implementation

Salesforce Integration

Avaya CTI Implementation

Access Docs Implementation

Oracle Integration

Informatica Cloud Integration

Managed Services

Chatter Implementation

Product Services Included 

Financial Services Cloud

Avaya CTI




Salesforce Challenges

NFP experienced the following Salesforce challenges.

Sales team did not have a lead management system or a lead opportunity system.

Existing sales systems did not integrate with customer master data systems.

NFP was without the necessary Computer Telephony Integration (CTI).

NFP was without a file repository.

NFP teams were scrambling to utilize multiple platforms and often faced with unreliable and inconsistent data.

NFP development projects struggled to stay on schedule and overall organization and company functionality faltered as well.


Salesforce Solutions

Access Global Group provided the following Salesforce Solutions to NFP.

Deployed Salesforce and Avaya CTI across all the sales and advisor teams in North America.

Implemented new sales process flows, ‘how to accomplish’ recommendations and ‘tools needed’ for comprehensive sales cycle support and real-time knowledge sharing.

Integrated and streamlined order history via integration Oracle via Informatica Cloud integration.

Developed custom app, enabling field reps to log activities via iPads and mobile.

Implemented Chatter to enable real-time collaboration and knowledge-sharing across teams.

Implemented document generation & storage solution.

Implemented electronic signature solutions.

AGG managed services aided customer support users after each phase of implementation.

Salesforce Results

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

Maximized investments in existing back-office systems with with integration into Salesforce.

Increased sales productivity and dramatically improved sales effectiveness across teams – each rep now save 2 hours per day.

Significantly improved data accuracy via near real-time mobile updates has enhanced revenue forecasting and sales intelligence.

Greater visibility into key business metrics and performance trends across sites, enabling more targeted, data-driven improvement strategies.

More motivated, results-driven sales team.

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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