Supercharge Insurance Sales with Tech

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!

increase in new policy sales

Customer retention

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

CloudFront

AWS RDS

AWS Lambda

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

Luxury Retailer AI Demand Forecasting Implementation

Results

The sales funnel increased 5x with only a 25% growth in the sales team.

Enhanced customer experience elevating customer retention from 32% to 58%.

Live Leaderboards improved sales team engagement, positively impacting company profitability and employee compensation.

‍

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

Peter N.

Head of Sales U.S. Insurance Agency

How we provide data integration solutions

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.

Step 2 of 5

Discovering and feasibility analysis

One of our core values is flexibility, hence we work with either one page high level requirements or with a full pack of tech docs.

At this stage, we need to ensure that we understand the full scope of the project. We receive from you or perform a set of interviews and prepare the following documents: integration pipeline (which data we should get and where to upload), process logic (how system should work); use cases and acceptance criteria; solution architecture. Ultimately we make a project plan which we strictly follow.

Step 3 of 5

Solution development

At this stage, we build ETL pipelines and necessary APIs to automate the process. We attract our DevOps team to build the most efficient and scalable solution. Ending up with unit tests and quality assurance tests to ensure that the solution is working properly. Focus on Results is one of our core values as well.

Step 4 of 5

Solution delivery

After quality assurance tests are completed, we deliver solutions to the client. Though we have over 15 years of expertise in data engineering, we are expecting client’s participation in the project. While developing the integration system, we provide midterm results so you can always see where we are and provide us with feedback. By the way, a high-level of communication is also our core value.

Step 5 of 5

Support and continuous improvement

We understand how crucial the solutions that we code for our clients are! Our goal is to build long-term relations, so we provide guarantees and support agreements. What is more, we are always happy to assist with further developments and statistics show that for us, 97% of our clients return to us with new projects.

Success stories

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

All Success Stories

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.

>10TB

data processed

89%

accuracy improvement

Sean B.

CEO Insurance provider

View case study

Insurance Profitability Analysis Tool case preview image

Great work! The team provided an excellent solution for consolidating our data from multiple sources and creating valuable insights for our business.

Streamlined Data Analytics

We helped a digital marketing agency consolidate and analyze data from multiple sources to generate actionable insights for their clients. Our delivery used a combination of data warehousing, ETL tools, and APIs to streamline the data integration process. The result was an automated system that collects and stores data in a data lake and utilizes BI for easy visualization and daily updates, providing valuable data insights which support the client's business decisions.

1.5 mln

DB entries

integrated sources

Charlie White

Senior Software Developer Team Lead LaFleur Marketing, digital marketing agency

View case study

Their communication was great, and their ability to work within our time zone was very much appreciated.

Operating Supplement

We developed an ETL solution for a manufacturing company that combined all required data sources and made it possible to analyze information and identify bottlenecks of the process.

30+

supplier integrations

43%

cost reduction

David Schwarz

Product Owner Biomat, Manufacturing Company

View case study

DATAFOREST has the best data engineering expertise we have seen on the market in recent years.

Data-driven marketing

We created a solution that helped optimize the customer base to get the most out of the customer data. This solution notifies the client about the services/goods, which they would likely buy, according to the gathered information.

20%

sales growth

200%