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Client profile · Insurance

Direct-to-consumer life insurance carrier

A direct-to-consumer life insurance provider that helps customers buy coverage online. Vantage Point delivered multi-phase Salesforce implementations and ongoing managed services for its sales and wholesale teams.

Washington Client since 2021 6 engagements

The challenge

The carrier needed a CRM foundation for its sales and distribution teams and dependable support after each launch phase.

What Vantage Point delivered

  • Delivered a multi-phase Salesforce implementation for sales and service teams
  • Supported wholesale and distribution work through a professional services retainer
  • Provided managed services and change orders across 2021 and 2022

Platforms

SalesforceSales Cloud

Services

ImplementationManaged services

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