The client wanted to implement Salesforce for its Commercial and Personal Lines business units and chose LiquidHub as its implementation partner.
LiquidHub ran a discovery session, which included all key stakeholders, to understand needs of the solution. We provided the tools to better manage the account-level relationship.
Our solution helped to improve distribution, management, and accessibility of account data and history. We established a platform that provided a sophisticated CRM features and supported potential future integration needs.