As their business grew, so did the complexity of managing their Assurance jewelry protection program, a key offering designed to protect customers’ purchases. However, relying on a legacy system alongside Salesforce created inefficiencies and limited visibility.
Their goal: streamline how they manage Assurance policies, improve reporting, and enable their team to operate within a more connected system.
The Challenge: Managing Assurance Policies Across Disconnected Systems
Before Kulturra, Buchroeders managed their Assurance program through an outdated third-party platform in addition to Salesforce. This created:
- Inefficient workflows and constant system switching
- Increased manual work for policy management
- Limited visibility into Assurance program performance
- Difficulty accessing and using reporting data
Because Assurance is a core part of their offering, the lack of clear reporting made it difficult to track growth, performance, and overall impact.
The Solution: Centralizing the Assurance Program in Salesforce
With Kulturra, Buchroeders brought their Assurance program directly into Salesforce, creating a more streamlined and scalable workflow.
They can now:
- Create and manage Assurance policies within Salesforce
- Track program performance with clear, reliable reporting
- Give multiple team members easy access to actionable data
By consolidating into two core systems, they eliminated the need for a third platform and significantly improved efficiency across their sales process.
Despite initial data migration challenges, the team—supported by Kulturra—achieved a stable dataset and now maintains accuracy through regular audits.
The Results: Stronger Visibility and More Efficient Operations
Since implementing Kulturra, Buchroeders has achieved:
Improved efficiency
Less system switching and smoother management of Assurance policies.
Clear visibility into the Assurance program
Better tracking of growth and performance.
Stronger reporting capabilities
Teams can easily access and rely on data to make decisions.
More reliable processes
Ongoing audits ensure data accuracy over time.
A Customer Partnership Built on Trust
For Buchroeders, Kulturra delivered both a more streamlined way to manage their Assurance program and a strong implementation experience that helped the team navigate a complex transition. As, Arika Smith, Marketing Lead at Buchroeders Jewelers & Diamond Banc shares:
“Overall, both myself and the sales team have been very pleased with Kulturra. Moving away from our outdated legacy system into a more streamlined platform has made a meaningful difference in day-to-day operations. The team is now able to work within two core systems instead of juggling a third external platform, which has significantly improved efficiency in their sales process.
From a functionality standpoint, the app has worked very well for creating new policies, managing existing ones, and especially reporting. Reporting was a critical requirement for us, as visibility into this side of the business had previously been very limited. Now, we’re able to clearly track growth and performance, and multiple team members can easily access and interpret the data they need.”
👉 Learn more about Kulturra to simplify program management, reporting, and payments—all inside Salesforce.
