EUROLIFE FFH, Greek insurance giant has perfected their service and sales processes with Salesforce.

Eurolife FFH is one of Greece’s leading insurance groups, with about 11% of the total life and general insurance market in 2019. The group started business in 2000 under Eurobank, and since July 2021, 80% of it has been owned by Fairfax Financial Holdings Limited. A leader in bancassurance through its partnership with Eurobank, Eurolife also works with a wide network of insurance partners across Greece, serving more than 500,000 customers in all major lines of insurance.

The starting point

Eurolife reaches its customers both through bank branches and through independent insurance partners. As the number of channels grows, customer information spreads across them, and sales reps and service teams can end up approaching the same customer with different information. Eurolife’s goal was to bring sales and service together around a shared view of the customer, resolve requests faster, and build long-term relationships that go beyond a single policy.

What we did together

We built the sales side on Salesforce Sales Cloud, giving sales reps one place for customer information, opportunities and their daily work.

On the service side, we rolled out Salesforce Service Cloud. Incoming requests are recorded, routed to the right team and tracked until they are resolved. Because both clouds share the same customer data, agents see every customer and every interaction in full.

For needs the standard products didn’t cover, we built custom applications for Eurolife.

The result

Sales reps now work faster and smarter. With a shared customer view and powerful productivity tools, cases are resolved faster. Every interaction becomes an opportunity to build a long-term, loyal relationship with the customer.