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Insurance Sales Gains Visibility into Quote Processes

Problem

National insurance firm needed visibility for business development team to estimate  and quote process.

Solution

Implemented a software system to do the configuration, estimation, and quoting system  connecting the insurance's policy management and document management systems to Salesforce.

Results

Provided business development transparency into estimation and quoting process, reducing a lot of redundant work.

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Insurance Sales Gains Visibility into Quote Processes

Photo by Vlad Deep on Unsplash

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