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.