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Win Story | Financial Services | Crumdale Specialty, LLC

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Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a bespoke set of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. We optimize the fragmented health benefits supply chain to reduce health benefit costs and create better outcomes for employers and employees. Our company culture is rooted in alignment, innovation, and integrity. We believe when our clients win, we win. We become part of your team, so you can do what you do best.

Demographics

  • Industry | Financial Services
  • Headquarters | Paoli, PA
  • Founded | 2014
  • Employees | 150+
  • Existing ERP | QuickBooks
  • Other Systems | Salesforce, Concur, Paylocity, Proprietary Policy Management
    System

NetSuite Solution

  • NetSuite | Financials First
  • Modules | Financials, AP, AR, NSPB
  • Interfaces | Banking, UKG, Policy Management, Salesforce, Concur

Sales Team

  • NetSuite | Max Jacobs, Bryan Daley, Marta Thordarson
  • Caravel | Corey Ruane, David Tillotson

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Crumdale will deploy NetSuite in a single phase with all functionality in ERP
    and EPM going live in 5 months and integrating with various 3rd party applications.

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