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CASE FILE 08 · Insurance · FMO
Sunshine Life & Health
Platforms for a national field marketing organization.
- Sector
- Insurance · FMO
- Disciplines
- Insurance · Platform
- Results
- Detailed outcomes are shared under NDA, on request
- Delivery
- ZTG team, end to end
FILE 08
National agent network
FMO-specific workflows
Carrier integrations
THE PROBLEM
A national field marketing organization coordinating its agent network on tools it had outgrown.
THE APPROACH
Platform engineering for the FMO's agent network and carrier relationships.
WHAT SHIPPED
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Platforms serving a national FMO.
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