CRM Rebuild for Complex Relationship Mapping

The Problem

As a specialist insurer managing residential blocks and property portfolios, the business relied on accurate stakeholder data to deliver timely quotes and renewals. But their CRM setup didn’t reflect the real-world complexity of their client base—where managing agents, facilities managers, and policyholders often overlapped across multiple properties. This led to slow, manual quoting processes, communication gaps, and difficulty tracking renewals at scale.

The Solution

One of our digital squads rebuilt the CRM with a flexible, multi-level relationship model. This new structure supported layered stakeholder links—between parent companies, agents, end clients, and properties—enabling the business to manage each step of the quote and renewal process with clarity. The CRM was tailored to mirror operational realities while remaining scalable for future growth.