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Client profile · Insurance

Insurance holding and acquisition group

An insurance group that acquires and manages insurance businesses and portfolios. Vantage Point implemented Salesforce for its US operations team.

Northeast Client since 2020 1 engagement

What Vantage Point delivered

  • Implemented Salesforce for the US insurance operations team
  • Completed a change order extending the initial implementation scope

Platforms

SalesforceSales Cloud

Services

Implementation

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