Revolutionizing Multinational Insurance Quoting: The N2G Success Story

Technologies: Integration with Insurity systems, Salesforce Financial Services Cloud, SFI, Salesforce Service Cloud, Salesforce Marketing Cloud, Instec (ISO rating & policy admin), Nationwide Policy Decisions (WC policy admin), Synatic middleware, Microsoft Azure / AWS for hosting & data management, Box for secure document management, Salesforce OmniStudio

Discover how N2G revolutionized multinational insurance quoting with Salesforce, setting a new industry standard.

The Challenge

As a newly launched MGA, N2G inherited seven disparate systems from its parent companies, leading to siloed underwriting processes, manual quote assembly, and significant compliance risk. Underwriters managed complex, multinational risks across multiple lines (Global Property, Foreign Casualty, CGL, Umbrella, Auto, WC) without a single view of submissions. Brokers lacked a consolidated quote, requiring manual assembly across lines. This slowed quoting, introduced rekeying errors, and hindered N2G’s ambitious target of 40% YOY premium growth.

The Solution

PS Advisory collaborated with N2G and Instec to deliver a Salesforce FSC-based enablement platform that served as a single pane of glass for underwriters. Key solution elements: - Salesforce Orchestration Layer — Submission management, rating, issuance, and renewals in one workspace. - Real-time integrations with Instec, Nationwide’s Policy Decisions, Box, and Synatic middleware. - Automated workflows for submission assignment, clearance, and task routing across underwriting, distribution, and operations. - Scalable integration framework and repeatable patterns for future product launches. - Consolidated quote view — brokers receive one multiline, multi-option quote automatically generated by Salesforce, eliminating manual editing

The Results

The program delivered measurable operational and business outcomes: - System consolidation: Reduced 7 legacy systems to 3 real-time integrated platforms. - Efficiency gains: 1,000+ hours saved annually by eliminating manual data entry and quote assembly. - Data quality: 25% improvement in underwriting file documentation through automated document storage. - Employee adoption: >73% of staff rated the CRM and rating solution “Very Satisfied” or “Satisfied,” supporting retention and faster onboarding. - Broker experience: Faster quote turnaround, improved compliance, and a single, consistent client-facing quote. - Recognition: Celent Model Insurer Award (2023) for Digital and Emerging Technologies

We are truly grateful for the collaboration with PS Advisory. Their expertise and partnership have been instrumental in helping N2G build an integrated platform that has improved compliance, reduced manual work, and simplified the quoting process for our clients and brokers.

Christian Zwingel, COO of N2G