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[Internships](https://teamascend.com/careers/internships/) - [Connect](https://teamascend.com/contact/) - [24/7 Client Services](https://portal-ascend.okta.com/) [24/7 Client Services](https://portal-ascend.okta.com/) Case Study, Salesforce # Client Success: Transforming Insurance with Salesforce Marketing Cloud ![Default Author](https://blog.teamascend.com/hubfs/Logos/Ascend/Ascend%20Technologies_Vertical_Blue.png) TEAM ASCEND June 15, 2023 - [![LinkedIn](https://blog.teamascend.com/hubfs/LinkedIn-color%20(1).svg)](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Ftransforming-insurance-with-salesforce-marketing-cloud) - [![Facebook](https://blog.teamascend.com/hubfs/Group%203%20(1).svg)](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Ftransforming-insurance-with-salesforce-marketing-cloud) - [![Email](https://blog.teamascend.com/hubfs/Group%20427320686.svg)](mailto:?subject=%3Cspan+id%3D%22hs_cos_wrapper_name%22+class%3D%22hs_cos_wrapper+hs_cos_wrapper_meta_field+hs_cos_wrapper_type_text%22+style%3D%22%22+data-hs-cos-general-type%3D%22meta_field%22+data-hs-cos-type%3D%22text%22+%3EClient+Success%3A+Transforming+Insurance+with+Salesforce+Marketing+Cloud%3C%2Fspan%3E&body=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Ftransforming-insurance-with-salesforce-marketing-cloud) ![](https://blog.teamascend.com/hubfs/2023_TransformingInsurance-1.png) In today's technology-centered environment, it's essential to have a robust and efficient marketing strategy to stay ahead of the curve. Insurance carriers are no exception to this rule. To reduce costs and consolidate services, Ascend was approached by Salesforce to assist an insurance carrier seeking to transition from Pardot and Sales Cloud to [Salesforce Marketing Cloud](https://www.salesforce.com/products/marketing-cloud/overview/). Recognizing the need for improved efficiencies, the carrier collaborated with Ascend to analyze their setup and craft a seamless transition plan. By consolidating its marketing operations with Salesforce Marketing Cloud, the carrier achieved remarkable outcomes. They streamlined processes, eliminated duplication, and harnessed advanced marketing automation and data-driven insights, resulting in cost savings and targeted customer engagement. Join us on this transformative journey as we explore the challenges faced by the insurance carrier, the strategic decision to consolidate with Salesforce Marketing Cloud, and the extraordinary benefits attained. Discover how you can optimize your insurance marketing efforts, enhance operations, and unlock new levels of success with Salesforce Marketing Cloud. ### **CHALLENGES** The client faced multiple challenges that hindered their marketing efforts, including the lack of automated marketing processes and the inability to execute customer journeys effectively. They also struggled with the absence of personalized messaging and inaccurate data, leading to technical debt. These challenges prevented the client from achieving their marketing goals and restricted their ability to engage with their target audience effectively. ### **SOLUTION** Ascend stepped in to support this client by implementing the necessary features and functionalities of Marketing Cloud. Our experts also provided the sales team with pre-approved branded marketing messages through [Distributed Marketing](https://www.salesforce.com/products/marketing-cloud/distributed-marketing/), user training on [Journey Builder](https://www.salesforce.com/products/marketing-cloud/journey-management/), and assisted in cleaning up the data to reduce technical debt. This enabled the client to overcome the challenges they were facing and streamline their marketing efforts for better results. ### **OUTCOME** Following the implementation of new Marketing Cloud features, Ascend was able to significantly increase the effectiveness of personalized messaging for marketing outreach to agents. The team's adoption of the platform also saw great improvement, thanks to training in effectively utilizing Journey Builder. Moreover, pre-approved looks and agent messaging through Distributed Marketing enabled the team to work more efficiently, while reducing technical debt and ensuring data accuracy led to improvements in key metrics. As a result, Ascend became the partner of choice for this insurance carrier. Their appreciation for Ascend’s knowledge and resources has since impacted their decision to become a [Managed Services](https://teamascend.com/salesforce-solutions/managed-services/) client. ### Need some help? If you're facing similar challenges with optimizing your Salesforce platform, we're here to help. Our team is dedicated to delivering customized solutions that meet your specific needs and help your organization succeed. Contact us to learn more about how we can optimize your Salesforce org and improve your overall business processes.  [![New call-to-action](https://no-cache.hubspot.com/cta/default/2733374/193b6895-c6a1-44d9-b4e6-c1cc6ba6ae22.png)](https://cta-redirect.hubspot.com/cta/redirect/2733374/193b6895-c6a1-44d9-b4e6-c1cc6ba6ae22)   ### Table of Contents #### Get Insights Sent to Your Inbox ## Related Articles ![How to Build an AI Governance Framework a Lean IT Team Can Run](https://blog.teamascend.com/hubfs/software-engineers-collaborating-on-code-in-office-2026-09-21-23-15-07-utc.jpg) Case Study, Salesforce ### [How to Build an AI Governance Framework a Lean IT Team Can Run](https://blog.teamascend.com/blog/ai-governance-framework-for-lean-it-teams-ascend) September 24, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/ai-governance-framework-for-lean-it-teams-ascend) ![How to Choose the Right Salesforce Products for Your Business](https://blog.teamascend.com/hubfs/AdobeStock_1458786464.jpeg) Case Study, Salesforce ### [How to Choose the Right Salesforce Products for Your Business](https://blog.teamascend.com/blog/how-to-choose-the-right-salesforce-products-for-your-business) September 22, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/how-to-choose-the-right-salesforce-products-for-your-business) ![What Is Shadow AI, and Why Is It a Compliance Risk Right Now?](https://blog.teamascend.com/hubfs/woman-working-from-home-at-desk-with-laptop-2026-03-13-01-57-07-utc.jpg) Case Study, Salesforce ### [What Is Shadow AI, and Why Is It a Compliance Risk Right Now?](https://blog.teamascend.com/blog/shadow-ai-compliance-risk-regulated-industries) September 17, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/shadow-ai-compliance-risk-regulated-industries) [![Ascend Technologies](https://blog.teamascend.com/hs-fs/hubfs/Logos/Ascend/Ascend%20Technologies_Horizontal_FullColor_White.png?width=200&height=107&name=Ascend%20Technologies_Horizontal_FullColor_White.png)](https://teamascend.com/) Contact 833-639-2285 - - - - - - Company - [About](https://teamascend.com/about/) - [Services](https://teamascend.com/services/) - [Testimonials](https://teamascend.com/client-success-stories/) - [Partner With Us](https://teamascend.com/about/partner-with-us/) - [Resources](https://teamascend.com/resources/) - [Contact](https://teamascend.com/contact/) - [Careers](https://teamascend.com/careers/) - Services - [IT Consulting](https://teamascend.com/services/strategic-consulting/) - [Cybersecurity](https://teamascend.com/services/cybersecurity/) - [IT Infrastructure](https://teamascend.com/services/infrastructure/) - [Cloud](https://teamascend.com/services/cloud-computing/) - [24/7 Support Desk](https://teamascend.com/services/infrastructure/support-desk/) - [Microsoft Services](https://teamascend.com/services/microsoft-365/) - [Salesforce Services](https://teamascend.com/salesforce-services/) - [HubSpot Services](https://teamascend.com/services/hubspot-services/) - [App Development](https://teamascend.com/services/application-development/) ### Empowering Technology. 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