Executive Summary

A prominent insurance company with a vast network of agents and brokers faced challenges in managing agent performance and streamlining operations. These issues hindered productivity, created communication barriers, and reduced overall operational efficiency.

After implementing a Dynamics 365 Portal developed by CRMJetty, the company significantly boosted agent productivity, improved communication, and enhanced overall operational efficiency. This solution streamlined their processes, providing a unified platform for managing agent performance and facilitating better coordination across the network.

Project Highlights

  • Implement a centralized agent management system for streamlined operations.
  • Increase efficiency by improving training and access to resources.
  • Improve communication between agents and headquarters via CRMJetty portal.
  • Increase agent productivity by 35% using the CRMJetty portal.

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