Warranty · USA
TOCO
- Client
- TOCO Warranty
- Year
- 2023
- Services
- Software development · Salesforce · Integrations · UX/UI
Overview
TOCO Warranty sells vehicle coverage for the modern driver. The work went beyond screens: we rebuilt the customer experience and refactored the internal stack that runs the business — Salesforce, APIs, and payment integrations — so sales, ops, and billing share one coherent flow.
The challenge
Coverage was hard to explain to customers, and the back office was harder to run: Salesforce, internal tools, and payment methods did not move as one system. Fine print on the front and fragmented processes behind the scenes slowed sales and day-to-day operations.
Our approach
We clarified the customer journeys and information architecture, then modernized the critical internal systems in stages: Salesforce as the operational backbone, APIs between services, payment-method integrations, and dashboards for the team — without a big-bang cutover that would stop policy sales.
- Software
- Salesforce
- Integrations
- Design
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