A Northeast Healthcare Insurer Elevates Customer Relationship Management with Salesforce Lightning

by | Jul 9, 2021

Our client is a northeast regional healthplan that provides a range of health insurance and related products to consumers, employer groups, and brokers. Our client’s health plans include HSA, HMO, POS, PPO, indemnity, and Medicare Advantage plans.

Speridian is a long-time partner of this client, first implementing the integration between its Salesforce Sales Cloud and Employer Group Portal, as well as providing SI services and Salesforce advisory support.


Our client’s sales team of approximately 150 users has been using Salesforce Classic since 2012 for customer relationship management and administering quotes and orders.

Our client required Speridian’s help to develop a roadmap and implementation strategy for migrating to Salesforce Lightning .


Our client has integrated Salesforce with Benefitalign, a self-service platform where users can manage member eligibility. By migrating to Salesforce Lightning Platform, our client benefits from the modernized user interface, as well as new features and functionality for search, reporting, analytics, and lead management. The sales team can understand customers better and offer faster, personalized experiences.

Speridian helped our client build a roadmap for transitioning from Salesforce Classic to the Lightning Experience. This included identifying technical debt, such as old customizations and configurations, that required clean-up to ensure our client’s sales team could work efficiently and optimize the value of migrating to Salesforce Lightning Platform.

Completing Phase 1 of the transition, Speridian assisted in the implementation of Lightning while retaining the functionality familiar to users and meeting the Lightning activity timeline.


By partnering with Speridian to migrate from Salesforce Classic to Lightning, our client was able to:

Complete Phase 1 of the Lightning migration, tackling key areas which were of high organizational impact but had minimal user impact.

In parallel with the implementation, reduce technical debt by identifying and cleaning up unused customizations and configurations.

Define a roadmap for Phase 2 of the Lightning migration

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