Introduction

Galaxy Insurance Consultants is a well-established provider of insurance solutions for businesses and individuals. With over 20 years of experience, the company has built a reputation for delivering expert advice, competitive rates, and exceptional customer service. Specializing in providing insurance for small and medium-sized businesses, including liability, property, workers’ compensation, and more. The company’s team of experienced professionals is committed to understanding clients’ unique needs and providing customized insurance solutions. Galaxy Insurance Consultants also offers a wide range of personal insurance options, including auto, home, life, and health insurance. As an independent agency, the company works with multiple insurance companies to find the best coverage at the most competitive rates for clients.

Challenge

Galaxy has undergone major re-organization with a new CEO coming in and stake acquisition by a larger organization. The new CEO has been mandated to grow the company and align to global KPIs. The CEO discussed with WiselyWise how to Digitally Transform his organization without increasing Capex costs or headcount.

Solution

WiselyWise management team had multiple discussions with the CEO and finally advised him on the potential of Zoho One products. A thorough analysis by WiselyWise indicated that implementing Zoho One products would help meet his business goals and Objectives as Zoho One could effectively be the “Operating System of his Business”. WiselyWise negotiated with Zoho Corp on the best possible licensing and also carried out an extensive requirements-gathering exercise. Based on these, strategic decisions were taken to lift and shift their current Zoho People product from European Data Center to Australia DC while ensuring complete Data migration. WiselyWise then advised Galaxy on various aspects of Zoho One implementation. They realized that effective Zoho products Implementation requires working with a Reliable & Authorized Zoho Partner. Given the long-term relationship between Galaxy and WiselyWise, they decided to engage WiselyWise for this Implementation requirement. WiselyWise proceeded to implement Zoho One products including CRM, Desk, People, Books, Invoices, and Expenses for all Galaxy employees. It also had the scope of Integrating these products to the client’s critical in-house Insurance software products and Microsoft products. Working through the COVID Pandemic, the WiselyWise team of Experts implemented all products and integrated them successfully within 8 months while ensuring adherence to the timeline of the project submitted to the regulatory agencies by the client. The Galaxy team was well-trained in all aspects of using and maintaining the Zoho products. It was one of the most complex Zoho projects in Singapore requiring additional aspects of data privacy, and integrity.

Conclusion : Zoho Implementation Success Stories Galaxy Insurance

Galaxy Insurance Consultants’ successful digital transformation with Zoho One and WiselyWise is a testament to the power of working with a reliable and authorized Zoho partner. By engaging WiselyWise, Galaxy was able to achieve its business goals and objectives without increasing Capex costs or headcount. WiselyWise’s team of experts was able to successfully implement and integrate all Zoho products in a timely manner, even during the COVID pandemic. The company has seen improvements in efficiency and productivity, as well as an increase in its bottom line due to streamlined operations. With better alignment with global KPIs and enhanced customer service, Galaxy Insurance Consultants has set itself up for continued success in the future.