Client services Independent insurance agents in the state of Pennsylvania, Delaware and Maryland. Client offered different insurance products and market access to these Independent agents. Over the period of time client offered industry specific portfolio of services that they offered including professional consulting services.
Client continued to invest in technology systems that supported their growth of service offerings and also their overall growth of business. Unfortunately, this resulted into portfolio of technology platform that lacked native inter-connectivity for information sharing and updates. This resulted into extremely inefficient and very high cost operations. This situation directly impacted overall efficiency of the entire organization, created lack of accountability and impact on customer experience which directly reflected in overall growth and profitability.
Business needed to find a solution that would allow them to continue to leverage their investment efficiently and continue to grow their business and profitability.