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Project Snapshot – Life Insurance & Financial Services Company

Aggregates Contact and Contract Data for Over 120,000 Distributors Nationwide

Client - Anonymous
Scribe Product – Insight
Connector – Microsoft Excel, Microsoft SQL Server, Saleslogix

Scribe has allowed us to get much more value out of the SLGX implementation and add applications and scale the implementation without any effort.

This company offers a comprehensive array of financial services to retail and institutional clients, which includes annuities, retirement plans, life insurance, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, employee benefits, and financial planning.


  • Challenged with managing very large and complex data integrations
  • Need to manage contact and contract data for over 120,000 distributors nationwide
  • Integration of Sales production numbers, pending new business information, trip incentives for distributors and continually changing contact info for nationwide access to one customer profile


  • Scribe Insight
  • Scribe Adapter for SalesLogix


  • Custom Development
  • Informatica


  • Using Scribe has allowed Sales team to view data in a entirely new way
  • Can dig in as deep as they wish with the data and Scribe has allowed them to get much more value out of the SLGX implementation and add applications and scale the implementation “without any effort.”
  • Allows team to easily generate hierarchies and create structure that doesn’t exist in the source system they have in place
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