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Existing systems lacked a structured, user-friendly interface for managing and presenting diverse employee benefits. The CRM required enhanced automation through reminders, notifications, and scheduling functionality to align with sales department workflows while maintaining secure, centralized data management.
A company connecting employers and financial institutions to enhance employee social security and benefits offerings
Enables efficient benefit administration automation, reduces data management risks by 40%, improves sales process effectiveness through visualization tools, and enhances employer-employee engagement through transparent compensation packaging.