Case Study

Enterprise Customer Service Solution using Dynamics 365

Being a major insurance provider with a grip over markets in 20 countries in the English and Dutch Caribbean, including Trinidad and Tobago, Barbados, Jamaica, Curacao, Aruba, St. Maarten, and Bonaire, the client wanted to acquire a service provider for Customer Service Solution (CSS).


Check out how Tezo helped the company to automate, streamline, and speed up business processes.

Industry

Insurance

Location

United States

Engaged in

2021

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    The Challenge 

    The client aimed at acquiring a Customer Service Solution (CSS) provider to reduce manual entry and request handling from multiple channels. 

    They were facing the below listed challenges: 

    • Manual handling of customer queries and requests from multiple channels causing inconsistencies in data 
    • Lack of transparency and chain of command for approvals 
    • No proper case tracking and management  

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