PRO to Help Top Canadian Insurer Optimize New Business Processes

 In Clients, News

A leading Canadian provider of life insurance, investment and retirement services has enlisted PRO to simplify and standardize its new business processes. With the objective of enhancing Advisor and Customer satisfaction while increasing revenue, PRO will leverage best practices and Lean principles to increase the speed, transparency and accuracy of application processing. By streamlining workflows and eradicating role confusion, PRO will deliver 10-20% cost improvement while simultaneously enhancing the Advisor and Customer Journeys.


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