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  • Pramerica

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    jhopadlp
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    Pramerica is seeking a system integrator to unify its agents' view of various systems like CRM, dialer and others to streamline operations. Pramerica's lead management system integrates with CRM and dialers to fetch lead and customer interaction data and present a single view to agents for a more comprehensive and efficient workflow. Pramerica's major business comes from the agency channel.

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    Pramerica is seeking a system integrator to unify its agents' view of various systems like CRM, dialer and others to streamline operations. Pramerica's lead management system integrates with CRM and dialers to fetch lead and customer interaction data and present a single view to agents for a more comprehensive and efficient workflow. Pramerica's major business comes from the agency channel.

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    8 views3 pages

    Pramerica

    Uploaded by

    jhopadlp
    Pramerica is seeking a system integrator to unify its agents' view of various systems like CRM, dialer and others to streamline operations. Pramerica's lead management system integrates with CRM and dialers to fetch lead and customer interaction data and present a single view to agents for a more comprehensive and efficient workflow. Pramerica's major business comes from the agency channel.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 3

    Their major chunk of business comes from the agency channel.

    Pramerica Requirements
    • Pramerica is seeking a unified view /system integrator for their agents that integrates their CRM,
    dialler, and other systems, in order to streamline operations with a more comprehensive and
    efficient workflow

    Other Systems

    Dialer
    Leads Unpaid
    Agent ID

    Backend Integrations
    Agent Status Agent 1
    Lead Details
    Booking Agent Unified View
    Agent ID Agent 2
    Agent Status
    Lead Details Cosmos
    Agent 3
    Pramerica Core Systems
    Pramerica LMS
    Agent App/portal

    Cosmos
    Leads Unpaid
    Underwriting Rule Engine CRM
    Agent ID Agent 1
    Agent Status
    Lead Details Dialer Agent Unified View
    Internal Booking(Paid) Agent 2
    System
    Agent ID Other
    Agent Status System
    Lead Details
    Agent 3

    Pramerica lead management system integrates with a dialer or CRM, and then it can fetch information about leads and
    customer interactions from the CRM and present a unified view to agents

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