In General

With one of Israel's largest independent insurance agencies , serving hundreds of thousands of private and business customers in all areas of insurance

 

AUG 2020 PRODUCT MANAGEMENT MODULE

The agency benefits from the use of Insurtix open architecture to interface with an existing Microsoft Dynamics CRM system and SAP ONE accounting system

 

JAN 2022 AUTOMATED MANAGEMENT MODULE

The agency implements several modules with an automated system. The process includes successfully tackling a particularly complex challenges of converting cumulative history of existing policies in S400 legacy systems !

 

SUMMARY

A large insurance agency was able to go through a digital transformation process within a few months by implementing several modules of Insurtix platform, overcoming the great difficulty of converting old data into a digital system