How Magellan Financial built a scalable CRM with Financial Services Cloud
Magellan partnered with Zennify to modernize its agent support systems, replacing outdated tools with a scalable Salesforce platform that integrates marketing, commissions, and CRM data—unlocking new efficiency and visibility.
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About Magellan Financial
Founded in 2002, Magellan Financial is an independent field marketing organization (FMO) that equips financial professionals with the tools, training, and support needed to grow their practices. They serve as a key connector between agents, carriers, and distributors in the insurance industry.
Magellan’s systems were siloed, with disconnected marketing, CRM, and commission platforms. Manual processes and outdated tools slowed productivity, limited visibility, and made it harder to scale operations.
Disconnect systems slowed growth
Magellan’s process for managing and supporting their agents was labor intensive and inconsistent, with marketing, sales, and customer relationship management systems that were siloed and outdated.
Their legacy CRM system, AgencyHQ, wasn’t scalable and had a complex and difficult reporting system that slowed down their ability to glean useful customer and operational insights that were vital to grow their business. Both their commission and marketing automation systems weren’t integrated with AgencyHQ and required manual (and sometimes redundant) data entry and management efforts.
The Zennify Solution
Clouds implemented
Financial Services Cloud
Systems integrated
Cvent (event management), Instapage (lead generation forms)
Systems replaced
AgencyHQ CRM, FileMaker-based commissions app
Key capabilties delivered
Automated commissions, enhanced dashboards, marketing automation, scalable CRM
Strategy
Zennify modernized and connected Magellan’s key systems to build a scalable, flexible platform capable of supporting Magellan’s growth and future innovation.
Zennify’s first priority was improving Magellan’s management system for leads, carriers, agents, contracts, and insurance policies. We implemented Salesforce Financial Services Cloud (FSC) to provide a flexible and scalable platform for people and systems administration. In FSC, we designed enhanced reports and dashboards to provide a comprehensive view of agents, policies, and commissions. We also automated the processes for carrier commission payments and insurance policy updates with custom objects and flows, saving employees significant time and effort.
Magellan also needed better marketing support to drive new leads and build stronger customer relationships. Zennify integrated Salesforce with Instapage and Cvent to improve Magellan’s marketing automation and support their event planning. These integrations automated manual processes and broke down informational and operational silos, improving team productivity and collaboration.
Results that speak for themselves
Systems now share data seamlessly, driving better insights and collaboration
Manual processes are now automated, freeing time and improving consistency
Magellan is ready for future growth with a flexible Salesforce platform
