Wesleyan

Mutual Benefits

Wesleyan provides specialist financial advice to niche professional markets, primarily doctors, dentists, teachers and, most recently, lawyers. Wesleyan Assurance Society was originally formed in Birmingham in 1841 by members of the Wesleyan Methodist Church and its original principles of honesty, trust and fairness still hold strong today.

In 2005 Wesleyan re-structured its field operations and launched dedicated teams of financial consultants to reflect its niche target markets. This creation of specialist sales teams means that Wesleyan’s financial consultants are able to provide customers with a more informed and tailored approach to financial planning.

Wesleyan utilised InSite FieldForce software to handle the re-organisation and was impressed by its ability to automatically optimise and balance all of the different territory structures in a fraction of the time it would have taken manually.

"In 2005 Wesleyan underwent one of the biggest sales force re-organisations in its history. By using InSite FieldForce we were able to save a great deal of time and resources.

We have been delighted with the performance of the software and with how CACI have responded to our customer needs. There’s always someone at the end of the phone that we can talk to if we have a query and CACI really do listen to our views and comments. "

Cheryl Reece,
Field Administration Manager,
Wesleyan

To find out more about how we can help you call us on 024 7684 6846 or email ffp@caci.co.uk

	Fieldforce Planning
	InSite Field Force