Goal

What the client needed to achieve

HealthMarkets, a national health insurance agency, relied on an outdated, heavily customized CRM system that hindered productivity and required manual data entry across multiple applications. To better support its nationwide network of agents, HealthMarkets sought to replace its legacy system with a modern, mobile-enabled sales enablement suite designed to streamline workflows and enhance client management.

Sendero was engaged to develop the strategy, manage implementation, and ensure successful adoption of the new solution within a tight delivery timeline.

Results

A modern platform that boosted efficiency and engagement

20%

improvement in agent productivity

152k+

leads delivered to agents in the first six months

1.1k

agents actively using the new CRM solution

4

custom applications delivered on time and within budget

Delivery

How Sendero delivered

Sendero partnered with HealthMarkets and multiple vendors to guide the end-to-end implementation of ConnectSuite, the company’s new custom-built CRM and sales enablement platform. The team established a structured PMO framework, led data migration, and developed an organizational change management strategy to ensure successful rollout and adoption.

Highlights:

Facilitated requirements gathering for ConnectSuite to align technology with agent workflows
Established PMO structure and oversight to track milestones, manage scope, and ensure delivery quality
Oversaw OCM initiatives including stakeholder engagement, training, and communications
Designed and executed multi-format training sessions to support varied learning styles
Managed deployment and change readiness to ensure smooth adoption

Practice

Empowering agents through technology and adoption

Through Sendero’s leadership, HealthMarkets successfully launched ConnectSuite—a cohesive, mobile-enabled solution that empowers agents to manage leads, track performance, and serve clients more efficiently. The transformation increased productivity, reduced costs, and positioned HealthMarkets to attract and retain top-performing agents across the country.

Key Contacts