What Vantage Point delivered
- Implemented Salesforce for an insurance carrier
- Managed a change order during the Salesforce implementation
- Provided ongoing Salesforce professional services under a retainer
Platforms
Salesforce
Services
ImplementationManaged services
Similar clients
Independent insurance brokerage
Regional insurance brokerage and agency
Iowa · Since 2021
Independent insurance agency
Independent risk and insurance advisory agency
Texas · Since 2019
Independent insurance agency
Regional independent insurance agency
Wisconsin · Since 2024
Life insurance carrier
