One case, split across six tools.
Term · $1.5M · Age 42
Re-entering details and checking for updates.
- Client notes
Health history
- Carrier guides
Eligibility rules
- Quote tool
Estimated price
- Carrier application
Application data
- CRM
Owner + follow-up
- Case portal
Case status
- Client details when information is copied between tools
- Agent time re-entering and checking information
- Follow-up actions buried in emails and portals

