Frank Giardina
Frank Giardina
definitely efficient
It's definitely made us more efficient and productive.
automated choose fill given issues request selection ticket user
With the automated process, the end user is given a selection of issues to choose from. They fill out the ticket for us to tell us what's wrong, and that request is automatically routed to the appropriate person.
address affordable along benefit business employee financial flexible formulate handle help insurance investment needs plans savings specific
We handle insurance plans for business and employee benefit plans, along with investment and savings plans. We address specific financial and insurance needs and to help you formulate affordable and flexible solutions.
capability easy liked
We liked it because it was easy to customize, and it had the built-in capability to do the configuration of the routing and escalation.