Medigap Life operates a two-fold business model that connects insurance providers with low-income households while empowering buyers with the tools for informed policy decisions.
The existing CRM, vTiger, faced performance issues due to tightly interconnected workflows, which limited its ability to process multiple requests simultaneously, resulting in delays.
Flexibility and configurability were significant limitations of the legacy CRM; it struggled to manage selective record processing and lacked support for executing workflows at set intervals.
Due to inefficiencies in their CRM, simple operations, such as sending marketing messages to a large user base, took between 7 to 8 hours, hampering productivity.
#medigap-life #healthcare-insurance #crm-challenges #digital-transformation #customer-data-management
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