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Transforming Client Management: SAF Stability & Family’s Low-Code Journey to Success
Manage episode 371671427 series 3475732
Innhold levert av Paul Quirk, VP of Customer Success at Caspio, Paul Quirk, and VP of Customer Success at Caspio. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paul Quirk, VP of Customer Success at Caspio, Paul Quirk, and VP of Customer Success at Caspio eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
The life insurance industry is one of the most complex and highly regulated sectors, with a great need for secure and scalable applications that connect agents and clients. That's why companies like SAF Stability & Family turn to low code to build comprehensive, full-service client tracking software that meets the needs of their clients, all while maintaining record-level security and using limited IT resources.
Join us on this episode of Low Code/High Impact as we speak with David Kiselak, co-founder of SAF Stability & Family, where he shares their experiences with Caspio’s low-code platform and how they were able to build a custom client database software that integrates seamlessly with their existing systems. From client onboarding and underwriting to claims management, they'll explore the features and benefits of their low-code solution, and how it has transformed the way they do business.
50 episoder
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