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Customer Operations
5 articles on customer operations.
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Customer Operations
Insurance Document Intake Beyond Underwriting: Claims Packets, Endorsements, and COIs
6 Oct 2026 · 6 min read
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Customer Operations
Insurance Document Intake Beyond Underwriting: Claims Packets, Endorsements, and COIs
Underwriting gets most of the document-AI attention, but brokers and TPAs drown in claims packets, endorsement requests, and certificates of insurance. A practical guide to automating that service-side document work with evidence links and human checkpoints.
Parvind Dutta · 6 Oct 2026 · 6 min read
Customer Operations
One Operations Layer for Calls, Chats, PDFs, and Portals
Insurance service work is scattered across phones, inboxes, documents, and portals. Here's how brokers, carriers, and TPAs build a single operations layer that captures every request and moves it to resolution.
Parvind Dutta · 6 Oct 2026 · 5 min read
Customer Operations
Enterprise CRM 2025: AI-Powered Systems That Actually Deliver
What’s changed in CRM: real-time, consent-aware decisioning that moves revenue and retention.
Chris Illum · 2 Jun 2026 · 4 min read
Customer Operations
AI in Customer Success: What Helps, What Hurts, What Proves ROI
What works—and what backfires—when applying AI to Customer Success.
Chris Illum · 5 Apr 2026 · 4 min read
Customer Operations
Consent‑Aware Decisioning for Real‑Time CRM
Design CRM actions that are timely, compliant, and provably valuable.
Parvind Dutta · 5 Apr 2026 · 3 min read
