How Delta Dental Unified Sales, Underwriting and Onboarding with Salesforce

Challenges

Delta Dental of California, a leading US dental benefits provider, relied on fragmented legacy systems for its group insurance offering for employers, which were costing the business:

• Sales, underwriting, and onboarding ran across spreadsheets and two disconnected platforms
• Manual handoffs and duplicate data entry required constant reconciliation
• Stale “snapshot” data forced heavy manual processes to onboard new groups
• Account executives entered placeholder data, while underwriters reentered rates for every deal
• Workflow teams chased notes across systems making data patches became routine
• A like-for-like upgrade of Pega would preserve the fragmentation without adding new capabilities
• Delta Dental needed one real-time platform that could scale without adding headcound

Solution

Delta Dental partnered with ideaHelix to build a solution on Salesforce Digital Insurance Platform that manages group insurance across the entire lifecycle, from sales and underwriting to onboarding and ongoing support.  

What changed?

• Unified product catalog where product and pricing teams define consistent offerings across states, segments and channels.
• Replaced Pega with one Salesforce platform for sales, underwriting, onboarding and configuration, powered by shared, real time data.
• Reusable, modular workflows now support new business, change and renewal cycles
• Simplified quoting eliminated placeholder plan data entry
• A rate page reader automatically extracts plan and rate details, eliminating manual re-entry
• Automated renewals send rates and dates downstream without manual intervention