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Client profile · Insurance

Automotive warranty and insurance provider

A specialty provider of vehicle service contracts and related insurance products sold through dealer and agent channels. Vantage Point implemented Salesforce and later supported it through managed services.

South Client since 2019 2 engagements

The challenge

The company needed one system to track dealer and agent relationships and the contracts flowing through them.

What Vantage Point delivered

  • Implemented Salesforce for dealer and agent relationship tracking
  • Configured the platform for warranty and contract workflows
  • Provided ongoing managed services after go live

Platforms

Salesforce

Services

ImplementationManaged services

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