Why you should watch?
The client onboarding process in the insurance industry is often complex and fragmented, leading to inefficiencies and client dissatisfaction.
Are you seeking ways to optimize this crucial process?
Meet the Host:
Ridham Desai
Account Executive @Clustdoc
What we cover in this session:
- Understanding the historical methods and practices employed in the insurance industry for client onboarding.
- Identifying and addressing the typical hurdles faced during the client onboarding process.
- Get introduced to Clustdoc, a solution designed to streamline and optimize the onboarding process.
- A practical demonstration showcasing how Clustdoc Client Onboarding Software can streamline your onboarding process.
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