Service Desktop for Retirement Planning
Ameritas provides retirement plans, insurance, employee benefits and other financial services. The retirement division mission is to help their clients turn their dreams into reality and they pride themselves on providing services and support that always put the client first. They gladly give their clients their time so clients can enjoy theirs, both now and in the future and Ameritas associates only feel satisfied at the end of the day if they’ve helped their clients appreciate the little moments in life that make us human. Learn how Ameritas adopted Salesforce as the platform to deliver exceptional service for retirement plan client service consultants, to help consultants increase productivity, provide an enhanced client experience with CTI integration with Ingenius, automate complex business processes with metadata driven case workflow automation, share information securely and easily through Salesforce Knowledge, efficiently resolve client issues with Email-to-Case and easily stay connected to their customers with Lightning Connector for Outlook.