MORE FOCUS.INSURANCE OPERATIONS / PROJECT 001
Helping two business owners keep their client operations organized.
I’m currently supporting two owners of an insurance business with CRM data organization and client follow-up. The work includes preparing contact and policy records for CRM import, matching them to existing records, organizing pipeline statuses, and preparing email and SMS appointment reminders.
The goal: clearer records and a more consistent follow-up process, so the owners can spend more time on client conversations.
IN PROGRESS · TWO OWNERS · ONE BUSINESS
