Profile
Large MOTO Insurance Firm
Challenge
Processed client transactions using antiquated software and manually entering information. This process was time consuming, labor intensive, and produce a large paper trail. The system of storing data is risky and not PCI compliant.
Recommendation
To install a secure PCI compliant payment portal to store client information with an automated processing system to accept checks and debit/credit cards.
Result
Increased operational efficiencies by streamlining business processes saving countless labor hours. In addition, the company is PCI compliant ensuring the security of sensitive client information.
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