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Client profile · Insurance

National supplemental insurance carrier

A national supplemental insurance carrier; Vantage Point implemented Salesforce, delivered later optimization work, and ran discovery for an affiliated benefits business.

South Client since 2020 3 engagements

The challenge

After the initial rollout, the carrier needed to refine its Salesforce configuration to better fit its sales processes.

What Vantage Point delivered

  • Implemented Salesforce across the carrier's organization
  • Delivered optimization work after the initial rollout
  • Ran discovery for a Salesforce project with an affiliated benefits business

Platforms

Salesforce

Services

ImplementationOptimization

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