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CaseStudy: Insurance And Securities Agency Streamlines Processes And Data Integration Using Microsoft Dynamics CRM Software
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For 45 years, Akron, Ohio-based ValMark Securities, a leading insurance brokerage agency and securities broker dealer, has provided sales, underwriting and administrative support to its network of over 300 wealth managers and insurance agents. ValMark maintains a targeted member broker and agent network that relies on ValMark's expertise in preparing investment and insurance packages for high-net worth individuals.
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