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Our Clients
 
 
Client Testimonial
Kam Wong is a project manager
for ISO. His group supports LOCATION®, a GIS-based tool which helps insurer
customers assign important geographic risk information such as PPCTM,
BCEGSTM, Crime and Wind information so that they may underwrite and
rate their policies accurately. To better support the LOCATION PPC service, ISO
offers customers a way to send inquiries, usually triggered by agent rebuttals,
to their regional processing centers for investigation. ISO engaged Castle CRM
to automate this verification process.
Kam noted that “We used Castle
to develop a new application and workflow, using SalesLogix as the centerpiece,
to help us better manage our customers’ inquiries. Working with our Development
group, Castle has helped us streamline and automate a process that was handled
manually. Through the integration of existing tools like Outlook, Excel, and
SalesLogix, we have eliminated inefficiencies in our process resulting in
improved customer response times. With this process, our regional processing
centers now have all the tools necessary to investigate, track, support and
respond to our customers.”
Kam also emphasized that the
Castle technical staff was good to work with and were very supportive in the
implementation of the new system.
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