Policy Proof
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About Project
PolicyProof.io brings a transformative approach to insurance verification. By automating process, it significantly reduces manual labor, streamlines workflow, and boosts efficiency. Its CRM system and detailed metrics dashboard facilitate effective process tracking and management.
To develop a comprehensive solution that not only automates insurance verification tasks but also enhances decision-making, customer retention, and overall productivity for insurance agencies.
At the core of PolicyProof.io lies a CRM system, integrated with a metrics dashboard, Zapier, Make and various tools for efficient process management, including a self-service portal, real-time data retention, and automated tracking features.
Metrics Dashboard; Ticketing System; Lenders Database; Time-saving Calculator; Blog; Branded Agency Page (White Label).