Support Agency Onboarding Process

Headquarters: San Diego, CA
Industry: Financial Services | Insurance
Customer: since 2016

Data Types Mastered with Profisee

Challenges

Strategy

Outcome

Challenges

Strategy

Outcome

Customer/Consumer

Reference Data

Read additional case studies

The logos for Profisee and Greystone side by side over a photo of an apartment building.

Learn more about how private commercial real estate finance and investment firm Greystone Financial uses Profisee MDM to overcomes its data challenges.

Featured image of the Profisee and AXIS Financial logos, indicating a customer case study highlighting AXIS' use of Profisee MDM.

Learn more about how AXIS Capital uses Profisee to accelerate core insurance processes, reduce risk and improve management visibility.

An operating room scene featuring medical staff, with the overlay of 'National Healthcare Group.'

Learn more about how this national healthcare group uses Profisee MDM to improve the patient experience and increase operational efficiency.

The Profisee and Lexmark logos shown in the context of a person using a printer/copier.

Learn more about how Lexmark uses Profisee to create business-ready data to power its demand forecasting algorithm and boost revenue.

A Specialty Insurance Carrier graphic with toy cars and a model house.

Learn more about how a specialty insurance carrier uses Profisee MDM to automate and manage its full broker lifecycle and greatly reduce onboarding times.

The Profisee and Rheem logos overlaid on an image of several outdoor air conditioning units.

Learn more about how Rheem uses Profisee MDM to manage its installer, distributor and retailer data to identify cross- and up-sell opportunities.

The Profisee and Boyne Resorts logos are displayed against a snowy mountain backdrop.

Learn more about how Boyne Resorts uses Profisee MDM to integrate and manage its customer data from disparate systems across its 11 properties.

The Profisee and YMCA logos are superimposed over a blurred basketball court.

Learn more about how YMCA of the USA uses Profisee MDM to integrate, match, merge and standardize its staff data from 763 branch locations across the US.

The Profisee and Mass General Brigham logos are displayed over a blurred image of a hospital hallway.

Learn more about how Mass General Brigham uses Profisee MDM to let patients find a provider through a provider lookup system.

The logos for Profisee and Apogee sit side-by-side against a high rise building.

Apogee uses Profisee MDM to standardize and harmonize its vendor data for its strategic procurement initiative.

Learn how Vituity leverages Profisee MDM to integrate data from across their hundreds of locations nationwide and leverage it to optimize the patient experience and improve health outcomes.