Case Study: HeraLife achieves 25% reduction in administrative work and elimination of Excel with VobeSoft

Heralife - Customer Case Study

Heralife, a specialist in life insurance, needed dynamic, scalable IT solutions to protect its highly efficient acceptance process and ensure accurate customer data. To manage documents, folders, customers and leads in the cloud and reduce administrative complexity, Heralife turned to VobeSoft, deploying Vobe CRM with the Pipeflow module.

VobeSoft implemented a centralized file directory and custom workflows so every employee knows priorities and tasks, improving data consolidation and response times. The VobeSoft solution cut administrative work by 25%, eliminated Excel reliance (100% reduction), and delivered cost savings and faster customer service.

Heralife

Milko Dorstijn

General Manager