NEOS-Group

NEOS Group is a modern life insurance provider that’s focused on making the insurance experience simpler, faster and more customer-friendly. By streamlining processes and removing unnecessary complexity, NEOS helps advisers and customers get results without the usual delays.

With a growing reputation in the Australian insurance market, NEOS has earned trust through strong service, efficient systems and a commitment to doing things differently. We’ve worked with their team to support smarter workflows, improve adviser engagement and deliver a more seamless Salesforce experience across teams.

Services:

Financial Services, Life Insurance

Location:

Sydney, NSW

Founded:

2017

Customer's Success

Financial Service Platform that Empowers NEOS as a New Player in the Insurance Industry:

  • Accurate customer data in a single source of truth
  • Strengthened compliance and mitigated risks
  • Seamless sales operations and options for self-service
  • Accelerated response times, improving customer satisfaction
  • Reduced manual work and sped up the onboarding process
  • Stronger data security with robust encryption

Testimonials:

Portfolio

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