eCCMS Implementation for a leading Insurance Company

The client was an authorized representative of a leading Insurance company with trained financial planners who provided their customers advice suggesting suitable financial...

eCCMS Implementation for a leading Insurance Company

Overview

The client was an authorized representative of a leading Insurance company with trained financial planners who provided their customers advice suggesting suitable financial products offered by them. They also aimed to offer an in-house captive shared services center to provide BPO support to financial planners by fixing appointments and providing follow up support.

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