In FreeAgent, FastTrack found a suite of tools that could be tailored to meet their unique requirements. The two teams began working together to create a roadmap of the systems and processes that FastTrack would need to take their business to the next level. First, FastTrack’s data was collected and centralized so they could see their information in a way that wasn’t possible before. Next, a set of custom fields were created specifically for FastTrack to optimize their reporting capability. These efforts combined to allow easier access to metrics-driven insights that could be used to develop marketing and sales strategies.
The FreeAgent platform has become the source of truth for all of FastTrack’s account information. Every contact, every interaction, every service provided is centralized, making data easy to find, objective, and quantifiable.
Now, FastTrack is exploring new ways to use FreeAgent so that even more of their teams can take advantage of the many tools available to them. FastTrack has big plans for the future, and as they move forward in their quest to simplify the disability insurance space, FreeAgent will be there to meet their growing needs.