Case Study
Personal & Commercial Servicing - Quoting (CA)
Content Level: Intermediate
Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Office Manager, Canadian Broker
Products: Applied Rating Services, Applied Epic
Sue Bernard
Operations Manager
HSM Insurance
Amanda Herlehy (she/her/hers)
Product Instructor, Onboarding & Success Services
Applied Systems
Lindsay Stradeski (she/her/hers)
Principal Product Manager
Applied Systems