All

Application Modernization

Lowcode-Nocode

Cloud Migration

Microservices

SAAS

Transforming Agent Record
Management with Digital
Solutions

About the Client

A well-established US-based startup renowned for its extensive network of agents and comprehensive insurance solutions. Despite its success, the company faced significant challenges due to outdated systems, which hindered their ability to maintain accurate agent records and manage sales stages efficiently.

The Challenges

The startup struggled with maintaining up-to-date and accurate records of their insurance agents, including detailed information about upline structures and sales stages. This lack of organization led to inefficiencies in tracking agent performance and managing sales progress, affecting overall productivity and forecasting capabilities.

Category

Power Platform, SAAS

Tags

agent record management insurance agent tracking digital solutions productivity improvement

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