Case Study

TURN COSTLY CLOSED BOOK SERVICING INTO A REVENUE GENERATING PRODUCT

TURN COSTLY CLOSED BOOK SERVICING INTO A REVENUE GENERATING PRODUCT

Pages 1 Pages

INCREASED customer satisfaction and DECREASED administrative costs processes including surrender, maturity, disbursement, death claim, quote value and general administration, they were able to gain higher efficiency rates. The platform provides a unified approach and builds on the data from the systems of record to provide the intent of the customer as well as automate the process of servicing the customer. With one unified view of the cus

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