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Transforming Client Management: SAF Stability & Family’s Low-Code Journey to Success
Manage episode 371671427 series 3475732
Content provided by Paul Quirk, VP of Customer Success at Caspio, Paul Quirk, and VP of Customer Success at Caspio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Quirk, VP of Customer Success at Caspio, Paul Quirk, and VP of Customer Success at Caspio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The life insurance industry is one of the most complex and highly regulated sectors, with a great need for secure and scalable applications that connect agents and clients. That's why companies like SAF Stability & Family turn to low code to build comprehensive, full-service client tracking software that meets the needs of their clients, all while maintaining record-level security and using limited IT resources.
Join us on this episode of Low Code/High Impact as we speak with David Kiselak, co-founder of SAF Stability & Family, where he shares their experiences with Caspio’s low-code platform and how they were able to build a custom client database software that integrates seamlessly with their existing systems. From client onboarding and underwriting to claims management, they'll explore the features and benefits of their low-code solution, and how it has transformed the way they do business.
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