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Indiana Farm Case study

Strengthening Agent Engagement & Marketing Outreach

Indiana Farm Casestudy

Organised in 1934 by Indiana Farm Bureau Insurance, Inc., the company has grown to include insurance products for auto, life, home, business, and farm. Business and other financial services and products are also available.

With a home office in downtown Indianapolis and local offices in all 92 counties, Indiana Farm Bureau Insurance serves Hoosiers with more than 430 agents and nearly 1,200 employees, who live and work throughout the state. The company is a leader in auto and homeowners insurance and the largest writer of farm insurance in the Hoosier state.

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Indiana Farm Bureau Insurance operates through a large network of agents located throughout the state. With no customer relationship management system in place, agents had to rely on their own individual tools and techniques for keeping track of prospective and existing customers. But the inefficient processes and lack of visibility from these disparate systems hindered agent productivity.

As a Microsoft shop, Indiana Farm Bureau Insurance selected Microsoft Dynamics for its user-friendly, intuitive interface, and its ability to integrate with administrative systems and other Microsoft applications, such as Outlook.

One of the additional benefits of Dynamics in comparison to other CRM systems was the power of choice that it offered. With Microsoft Dynamics, Indiana Farm Bureau Insurance could go on the cloud or onpremise; other CRM systems did not provide both options.

Prior to Microsoft Dynamics, agents’ disjointed systems created time-consuming and inconsistent data tracking. Microsoft Dynamics removes the guesswork, allowing agents to make the best use of their time by easily searching, identifying, and working on the prospects that present the highest value.

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  • User-friendly, intuitive interface
  • Manage sales funnel
  • Keep track of prospective and existing customers
  • Integrate with administrative systems and other Microsoft applications
  • Customer insurance histories stored in one place
  • Insight into all past customer interactions
  • Quicker data entry with the ability to perform bulk data imports
  • Effectively manage every stage of the sales process

Client Testimonial
“Our end users are working in Microsoft applications every day, so we knew that Microsoft Dynamics’ familiar interface, as well as its ease of use, would quickly become an important productivity tool for our agents. Microsoft Dynamics’ flexible architecture was also a key factor when comparing CRM systems.”
Mindy Cron, Business Project Manager, Indiana Farm Bureau Insurance

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