Case Study

Concklin Insurance Agency Grows Organically With Applied Systems

Concklin Insurance Agency Grows Organically With Applied Systems

Pages 2 Pages

case study Con Ck lin insuran Ce a g en Cy c oncklin was formed after Concklin-Crandall Insurance Agency purchased Metropolitan Insurance. The new company inherited an antiquated agency management system that lacked the capabilities to service customers effectively and develop new business. Agents had to manually search for insurance codes and re-key information, and a separate accounting system created more manual and repeat processes. K

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