Integrated CRM-ERP Solution Improves Productivity and Decision-making

Integrated CRM-ERP solution improves productivity and decision-making

10 June 2019
A protection and indemnity insurance solution provider faced numerous internal control issues arising from its manual, inefficient process of drafting policy quotations and contracts on Word documents. Seeking a solution that would integrate management of policies, invoices and claims, the company turned to RSM’s IT services team for assistance.