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Manual processes for policy and claims recording created inefficiencies and potential errors. Disconnected systems hindered real-time client communication for quoting, coverage updates, and lead generation. Legacy CRM system lacked scalability and integration capabilities.
Global provider of moving and storage insurance services for families and businesses, industry leader since 2004
Reduction of manual administrative tasks by 70%, accelerated policy issuance and claims processing times, 24/7 client self-service capabilities through API integrations, and enhanced customer relationship management through centralized Salesforce data. Projected 30% improvement in operational efficiency and 40% increase in lead conversion rates.