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A custom SuiteCRM module that runs Label LLC's insurance policies the way the team works
Label LLC needed SuiteCRM to handle insurance policies, not just contacts and deals. Encloud built a custom policies module and set the system up to follow the team's real workflow, advising on the right way to do it along the way.
Label LLC · Insurance
Custom
insurance-policies module inside SuiteCRM
On time
"in the time I thought was reasonable"
5 stars
all the way, on Upwork
ClientLabel LLC
IndustryInsurance
ProjectCustom SuiteCRM module and workflow setup
TechnologiesSuiteCRM · custom module development · workflow configuration
01 · The problem
Where it hurt
Standard CRM modules had no home for insurance policies and the flow that goes with them. Label LLC needed a policies module inside SuiteCRM and a system configured to match how their people actually work, from a team experienced enough to advise rather than just execute.
01
Policies did not fit standard modules
Contacts, accounts and opportunities could not represent a policy and its lifecycle.
02
Workflow mismatch
The system had to flow the way the team works, not force the team to work the way the system does.
03
Needed advice, not just hands
Some things had a correct way to be done in SuiteCRM; they wanted a partner who would say so.
02 · 04 · What's in the full study
01
The system diagram
3 components and how the data moves between them
02
The policies module
Purpose-built · Experienced hands
03
Workflow-first setup
Flow
04
Advice on the right way
Correct approach · Reasonable time
05
What changed
3 outcomes after go-live, with the numbers behind them
IN THE STACKS
“5 stars all the way, this is the team to use for SuiteCRM. Experienced, did the work in the time I thought was reasonable, and were able to advise us on the correct way to do a few things. They built a custom module to handle insurance policies and set the system up to flow with our workflow.”
SM
S. Meitz
Label LLC
