The new tool Astute Insurance Planner uses an online fact find for clients to complete too an intergrated OmniLife research and quoting tool and a workflow and SOA tool through YTML’s customer relationship management platforms (CRM) Seido.
The new tool, Astute Insurance Planner, uses an online fact find for clients to complete, an integrated OmniLife research and quoting tool, and a workflow and SOA tool all linked through YTML’s customer relationship management platform (CRM) Seido.