Leading French Insurance Provider AG2R LA MONDIALE Chooses Vlocity to Digitally Transform Sales and Customer Operations

Leading French Insurance Provider AG2R LA MONDIALE Chooses Vlocity to Digitally Transform Sales and Customer Operations

Vlocity Inc., a leading provider of industry-specific cloud software, announced that AG2R LA MONDIALE has contracted to use Vlocity Health applications to transform sales and customer operations in order to better serve its health and protection, retirement and savings markets. Vlocity Health, which runs natively on the Salesforce Platform, will enable AG2R LA MONDIALE to increase agency productivity, improve customer engagement, and support ongoing business agility.

AG2R LA MONDIALE will replace several legacy sales and customer relationship management systems, providing them with a single, streamlined system of engagement for its sales agents and customer service representatives. With integrated information, tools and processes, the new system will enable AG2R LA MONDIALE’s sales agents to be more productive and optimize interactions with new and existing customers across different channels and devices.

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“Engaging customers successfully throughout the entire lifecycle is key to our business growth,” said Yasser Echoukry, Director of Digital Collaboration and Distribution at AG2R LA MONDIALE. “We chose Vlocity for its ability to rapidly implement a powerful platform for customer and sales management – giving our agents a 360-degree customer view, rules-based customer journey creation, and guided and automated customer engagement processes. We also need to easily integrate processes across front, middle and back offices, and quickly innovate and offer new products and services. We look forward to taking our digital transformation to the next level together with Vlocity.”

“We share AG2R LA MONDIALE’s view that the customer must come first – and we are confident that the company’s long history of industry leadership and high-quality customer engagement will prevail and grow during this time of digital transformation,” said Kevin Riley, senior vice president and general manager of Vlocity Health. “We are very pleased to be supporting our new customer at such a pivotal time in their evolution as a business.”

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Vlocity Health is 100% additive and native to the Salesforce platform, delivering key benefits to customers from the start and over the course of the relationship. Vlocity extends the Salesforce platform with solutions that transform areas like product catalog, rating, sales, underwriting, employee enrollment, account installation, renewals, policy administration, provider network operations, and channel management. This enables customers to take Salesforce deeper into the health insurance stack and meet their strategic needs.

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