This resource is no longer available
Case Study: LifePlans Gains Visibility, Process Improvement
LifePlans Inc, a risk management company for long-term care insurers and health plans, wanted to expand their business to meet the needs of elders needing long-term care. To do this, LifePlans knew they needed a more reliable method of capturing data from customer interactions.
In this case study, learn how LifePlans was able to reinvent their customer experience strategy from the ground up, modernizing their infrastructure and increasing visibility into all interactions with customers.
Discover how the company implemented a variety of customer relationship management (CRM) tools in order to make customer data more accessible, comprehensive, and easily transferred between agents for a better overall customer experience.