Peradeo

BACKGROUND

Please describe your company and position.

I am the Founder of Keen Management

Describe what your company does in a single sentence.

Keen Management provides personalized health insurance solutions tailored to individual needs and budgets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peradeo to accomplish?

• Build a custom CRM system to manage client information efficiently.
• Automate lead tracking and follow-ups to improve client engagement.
• Streamline internal workflows for onboarding and policy management.

SOLUTION

How did you find Peradeo?

Online Search

Why did you select Peradeo over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Peradeo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Peradeo helped us build a custom CRM system specifically for our insurance business. They worked closely with us to understand how we manage clients, policies, and leads, and designed a system that would make our daily workflows much easier. The team also added automation for follow-ups and reminders, so we could keep in touch with clients without extra manual work. They made sure the system was easy to use and provided guidance for our staff along the way.

Key Deliverables:

• A custom CRM for managing clients, policies, and leads
• Automated workflows for follow-ups and reminders
• Pipeline management to track insurance applications and renewals
• User-friendly dashboards for quick insights
• Training and documentation so our staff could use the system effectively

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Since implementing the custom CRM, we’ve noticed a big improvement in how we manage leads and client information. Follow-ups with clients are now automated, which has helped us respond faster and stay on top of potential opportunities. Our team spends less time on manual data entry, and the new dashboards make it easy to see where each client or application stands. Overall, it’s streamlined our workflows, improved efficiency, and made our day-to-day operations much smoother.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team’s project management was excellent. They kept us updated throughout the entire process and made sure we understood each step. All deliverables were completed on time, and they were very responsive whenever we had questions or needed adjustments. They listened to our needs carefully and made sure the CRM system worked exactly the way our team needed it to. Overall, it was a smooth and stress-free experience.

What was your primary form of communication with Peradeo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out to me was how they translated our business needs into a practical, easy-to-use CRM. Instead of just building a system, they designed it to fit our insurance processes and make our team’s daily tasks simpler. I also appreciated how proactive and responsive they were, suggesting improvements we hadn’t even considered. It really felt like they were partners in helping our business run more efficiently, not just vendors completing a project.

Are there any areas for improvement or something Peradeo could have done differently?

Everything was delivered on time, and the process was simple and hassle-free. We’re very happy with the outcome and don’t have any suggestions for improvement.