Modernizing Infrastructure and Applications for Telecommunications Services Company
The Insurance agency faces a significant challenge in managing client policy data. The process for customers to enter and maintain their policy information is outdated and time-consuming, causing frustration for both the customer and our team. Additionally, our current agency portal is not efficient, and it is difficult for our team to access and update client information quickly. To address these issues, we need to implement a more user-friendly interface for customers to enter and maintain their policy data and convert our agency portal to Salesforce. The new system should be more efficient and allow our team to access and update client information in real-time, ultimately leading to improved customer satisfaction and streamlined operations.
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