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Insurance Sales Automation preview
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Insurance Sales Automation

Insurance Sales Automation

An insurance agency was struggling with a slow lead intake process and a demotivated sales team. Their customer retention rate was stuck at 32%, and they urgently needed more customers. By implementing tailored solutions including automated lead intake from top carriers, seamless internal data synchronization, integration with quote providers, and the unification of all communication channels in a single Live Chat platform, we supercharged their growth! Their customer numbers shot up 2x, and they're back in the game!

2

x

increase in new policy sales

+
26

%

Customer retention
Insurance Sales Automation preview

About the client

The U.S. digital insurance agency provides solutions for personal and commercial insurance needs including Auto, Home, and Business Insurance all delivered through online services.

Tech stack

QuickSight icon
QuickSight
CloudFront icon
CloudFront
AWS RDS icon
AWS RDS
AWS Lambda icon
AWS Lambda
AWS Lex icon
AWS Lex

The client's needs

  • Reduce the labor cost for the lead intake process
  • Increase the sales funnel
  • Create real-time dashboards for management and sales team
  • Improve customer experience and build exceptional online customer service

Challenges & solutions

Challenge

Slow and Inefficient lead processing.

Solution

Automated lead intake from popular carriers (QuoteStorm, Phonexa, SmartFinancial, ConnectQuote, NextGen, EverQuote, QuoteWizard, HometownQuotes, QuoteHound, etc.).

Data synchronization between the in-house systems: CRM, AMS, CPaaS, and other software.

Integration with quote providers (PL Rater, ITC Rater, Compulife, etc.).

Challenge

Sales chain disruptions and delayed lead responses.

Solution

Integration of various communication channels (SMS, emails, WhatsApp) into a unified LiveChat platform with support for media files, supplemented by AI technologies like ChatGPT and Google DialogFlow.

Challenge

Low staff involvement and motivation.

Solution

Live Leaderboards (integrated with Spinify) for interactive KPI tracking in a gamified format.

Challenge

Ineffective cross-selling and upselling.

Solution

AMS360 integration for proactive customer care and streamlined policy renewal.

Challenge

Missing Real-Time Sales Dashboards.

Solution

Implementation of BI reporting system, providing real-time insights into marketing campaigns and business performance.

Challenge

Solution

Challenge

Solution

Challenge

Solution

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The DATAFOREST team truly understood the issues we were facing and came up with solutions that have completely transformed our insurance agency.

Peter N. photo

Peter N.

Head of Sales U.S. Insurance Agency

Steps of providing
data scraping services

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Step 1 of 5

Free consultation

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

How we provide data integration solutions

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Step 1 of 5

Free consultation

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Steps of providing web applications services

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Web development discovery

In the initial stage of the web-based development project, professional business analysts make detailed documentation of the project requirements and the approximate structure of the future web application. DATAFOREST is a custom web application development agency, guided by extensive experience in multiple industries. We give you detailed project documentation and then assemble the team according to your time and budget.

The Way We Deal with Your Task and Help Achieve Results

Consultation icon

Step 1 of 5

Free consultation

It's a good time to get info about each other, share values, and discuss your project in detail. We will advise you on a solution and help you understand if we are a perfect match for you.

The way we deal with your issue and achieve result

Consultation icon

Free consultation

Step 1 of 5

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Success stories

Check out a few case studies that show why DATAFOREST will meet your business needs.

Insurance Profitability Analysis Tool

This project involved developing a tailor-made data analysis tool for a U.S. insurance provider who were facing challenges analyzing a significant volume of data. The Client needed a professional and customized solution which would enable effective analysis of their data and provide actionable insights to improve their business operations. Our solution delivers real-time processing of data, flexible filtering capabilities through dashboards, and also supports dashboards detailing the evaluation of insurance loss or profit by industry vertical. Additionally, a predictive model for profitable insurance cases was built using historical data, and a reporting system was created to show significant factors and profitability based on different metrics.
10

data processed

89

accuracy improvement

Sean B. photo

Sean B.

CEO Insurance provider
View case study
Insurance Profitability Analysis Tool case preview image
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Great work! The team provided an excellent solution for consolidating our data from multiple sources and creating valuable insights for our business.

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