Executive Summary
The Meco Group, a leading provider of branded marine insurance products, needed a centralized and secure platform to streamline policy management, claims processing, and broker-customer interactions. Their existing system lacked efficient document access, automated workflows, and role-based controls, leading to delays, increased administrative workload, and security concerns.
To overcome these challenges, The Meco Group partnered with CRMJetty to implement a custom Dynamics portal. This solution introduced role-based access, automated document workflows, and SharePoint integration, ensuring enhanced security, improved operational efficiency, and a seamless user experience for brokers and customers.
Project Highlights
- Secure role-based access for brokers and customers
- Automated workflows reduced claims processing time
- Seamless SharePoint integration for document management
- Improved efficiency with reduced manual workload
