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Client profile · Insurance

Medicare-focused insurance agency

A Medicare insurance agency engaged Vantage Point for Salesforce optimization work and a follow-on change order to refine the setup.

Utah Client since 2020 1 engagement

What Vantage Point delivered

  • Optimized the agency's Salesforce configuration for Medicare plan sales
  • Delivered a follow-on change order to extend the optimization work

Platforms

Salesforce

Services

Optimization

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