Elite Insurance Partner (EIP)

How Elite Insurance Partners monitor their digital operations with Vigil

Elite Insurance Partners (EIP) has built its success on a powerful combination of deep insurance expertise, personalized customer service, and innovative digital tools. When they looked to add comprehensive monitoring to their tech stack, they chose Vigil to help them scale their digital success even further.

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The EIP Story

Based in Florida, EIP helps thousands of Americans make informed decisions about Medicare and Life Insurance. Their approach combines personal guidance with sophisticated digital tools that help clients understand and compare insurance options.

“Our digital platforms are crucial to how we serve our clients. As we’ve grown, we wanted to add monitoring that could match our scale and help us deliver an even better experience” - David Haass, CTO

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The Ecosystem

EIP’s digital ecosystem serves multiple critical functions: 

Lead Generation & Management

• Multiple specialized websites connecting potential customers with EIP experts
• Seamless integration with Salesforce CRM
• Complex data flows between integration providers, handling valuable customer data

Customer Education Platform

• Educational resources for informed decision-making
• Interactive Medicare comparison tool
• Real-time plan data integration

Salesforce Operations

• Comprehensive client data management
• Automated Workflows
• Customized CRM implementation

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Vigil: Adding value through visibility

Team EIP implemented Vigil to enhance three key areas of their operations

Lead Journey

“Vigil gives us complete transparency into our any failures in the lead journey, enabling us to track every step from the website to Salesforce Integration”, says Adarsh, Senior Software Developer

Implementation Highlights:

• Complete API monitoring across all the lead handling systems
• Near real-time API Performance insights
• Instant alerts in case of failures or errors

e-Learning & Quotes Platform Optimization

“Our comparison tools help clients make informed decisions every day. Vigil helps us ensure  they’re always getting the best experience”, says Aman, Software Developer

Key features: 

• Error monitoring across the e-learning and quoting platform
• Data pull verification through Job monitoring
• Customized escalation matrix configured to notify the right teams in case of errors

Salesforce Integrations

“Adding Vigil to our Salesforce environment was straightforward. The insights provided by Vigil help us keep our storage and other metrics in check”, Salesforce Admin.

Implementation details:

• Comprehensive system monitoring
• Error grouping and tracking
• Continuous monitoring of metrics to proactively notify

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Results

After implementing Vigil: 

• Enhanced visibility across digital operations
• Faster response times for any system failures
• Custom-configured notifications through an escalation matrix
• Improved Salesforce error tracking
• End-to-end Salesforce audit monitoring

“Vigil helps the team understand what we need to focus on to help maintain the best experience for our customers. Tracking all API calls, errors, and occurrence patterns helps us act swiftly”, says Adarsh, Senior Developer

Looking Forward

With Vigil as part of their technology stack, the EIP team continues to innovate and grow. They’re continuing to enhance their digital tools and optimize their operations—all while maintaining the high standards they are committed to providing their customers.