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Maritime Financial faced operational inefficiencies due to paper-based applications requiring in-person appointments, manual data entry, and physical document handling. This led to prolonged approval timelines, limited sales team productivity, and poor customer experience with complex multi-page forms and supplemental documentation requirements.
Regional insurance provider seeking to modernize customer application workflows and sales team efficiency through digital solutions
Implementation of this digital platform is projected to reduce application processing time by 70%, increase sales team productivity by 40% through automated workflows, and improve customer satisfaction scores by eliminating geographical barriers. The integrated CRM functionality will enable real-time application tracking while maintaining compliance with insurance industry regulations.