Connecting systems for connected agent experiences

Protecting individuals and families since 1923, Safeco Insurance, a Liberty Mutual company, works in a broker model through independent agents. But communication with these agents was hampered by a web solution that lacked personalization and dynamic content. What’s more, data silos created disparities between brokers’ web-portal experiences and Safeco email content.


At Dreamforce 2019, Ashlee Lochbaum, Marketing Technology Strategist for Safeco, revealed how her team integrated Salesforce and Sitecore for deeper customer insight and tailored communication.

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In my opinion, Sitecore, Salesforce Marketing Cloud and Salesforce Sales Cloud together are the Holy Trinity of marketing automation, and I've found there is very little you cannot do with these three applications combined.

Ashlee Lochbaum

Marketing Technology Strategist, Safeco Insurance

Company size

8,000 employees

Industry

Financial

Region

North America