Low Code/High Impact

Transforming Client Management: SAF Stability & Family’s Low-Code Journey to Success

Paul Quirk, VP of Customer Success at Caspio Season 1 Episode 5

The life insurance industry is one of the most complex and highly regulated sectors, with a great need for secure and scalable applications that connect agents and clients. That's why companies like SAF Stability & Family turn to low code to build comprehensive, full-service client tracking software that meets the needs of their clients, all while maintaining record-level security and using limited IT resources. 

Join us on this episode of Low Code/High Impact as we speak with David Kiselak, co-founder of SAF Stability & Family, where he shares their experiences with Caspio’s low-code platform and how they were able to build a custom client database software that integrates seamlessly with their existing systems. From client onboarding and underwriting to claims management, they'll explore the features and benefits of their low-code solution, and how it has transformed the way they do business.