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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!

2x

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

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.

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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

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 try to help to understand if we are a perfect match for you.
Analysis icon

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. Receive from you or perform a set of interviews and prepare the following documents: list of features with detailed description and acceptance criteria; list of fields that need to be scraped, solution architecture. Ultimately we make a project plan which we strictly follow. We are a result-oriented company, and that is one of our core values as well.
Solutions icon

Step 3 of 5

Solution development

At this stage, we develop the scraping engine core logic. We run multiple tests to ensure that the solution is working properly. We map the fields and run the scraping. While scraping, we keep the full raw data so the final model can be enlarged easily. Ultimately we store data in any database and run quality assurance tests.
Data delivery icon

Step 4 of 5

Data delivery

After quality assurance tests are completed, we deliver data and solutions to the client. Though we have over 15 years of expertise in data engineering, we expect client’s participation in the project. While developing and crawling data, 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.
Support improvement icon

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.

How we provide data integration solutions

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 try to help to understand if we are a perfect match for you.
Analysis icon

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.
Solutions icon

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.
Data delivery icon

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.
Support improvement icon

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.

Steps of providing web applications services

Consultation icon

Step 1 of 7

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.
Analysis icon

Step 2 of 7

UX and UI design

Based on your wishes, the needs of your target audience, and the best web application design and development practices, our UX and UI experts create an aesthetically pleasing and user-friendly interface for your app to satisfy even the most demanding users.
Solutions icon

Step 3 of 7

Web-based application development

At DATAFOREST we are following the best programming design principles and approaches. Being a data engineering company, we build high load platforms, with a significant level of flexibility and result orientation. We keep our deadlines and follow SOC 2 compliance requirements.
Data delivery icon

Step 4 of 7

Integration

With DATAFOREST, integrating the application into your business won’t stop your processes for a minute. We provide seamless integration with your software infrastructure and ensure smooth operation in no time.
Quality assurance icon

Step 5 of 7

Quality assurance

We use a multi-level quality assurance system to avoid any unforeseen issues. Working with DATAFOREST, you can be confident that your web app development service solutions arrive to the market polished and in full compliance with all certification requirements.
Support improvement icon

Step 6 of 7

24/7 support

Once a product is released to the market, it’s crucial to keep it running smoothly. That’s why our experts provide several models of post-release support to ensure application uptime and stable workflows, increasing user satisfaction.
Web app improvement icon

Step 7 of 7

Web app continuous improvement

Every truly high-quality software product has to constantly evolve to keep up with the times. We understand this, and therefore we provide services for updating and refining our software, as well as introducing new features to meet the growing needs of your business and target audience.

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 try to help to understand if we are a perfect match for you.
Analysis icon

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.  

In Data Science, there are numerous models and approaches, so at this stage we perform a set of interviews in order to define project objectives. We elaborate and discuss a set of hypotheses and assumptions. We create solution architecture, a project plan, and a list of insights or features that we have to achieve.
Solutions icon

Step 3 of 5

Solution development

The work starts with data gathering, data cleaning and analysis. Feature engineering helps to determine your target variable and build several models for the initial review. Further modeling requires validating results and selecting models for the further development. Ultimately, we interpret the results. Nevertheless, data modeling is about a process that requires lots of back and forth iterations. We are result focused, as it’s one of our core values as well.
Data delivery icon

Step 4 of 5

Solution delivery

Data Science solutions can be a list of insights or a variety of different models that consume data and return results. Though we have over 15 years of expertise in data engineering, we expect client’s participation in the project.  While modeling, 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.
Support improvement icon

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.

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.
Analysis icon

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.  

Depending on project objectives, DevOps activity requires auditing the current approach, running metrics measurement, performing monitoring and checking logs. By having a set of interviews, we ensure that we understand the full scope of the project. Ultimately we make a project plan which we strictly follow. We are a result-oriented DevOps service provider company, and that is one of our core values as well.
Solutions icon

Step 3 of 5

Solution development

At this stage, our certified DevOps engineers refine the product backlog. We deliver great results within digital transformation, cost optimization, CI/CD setup, containerization, and, last but not least, monitoring and logging. We are a result focused company – it’s one of our core values.
Data delivery icon

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 expect client’s participation in the project. By the way, a high-level of communication is also our core value.
Support improvement icon

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.

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. 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.

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.
1.5mln

DB entries

4+

integrated sources

Charlie White photo

Charlie White

Senior Software Developer Team Lead LaFleur Marketing, digital marketing agency
View case study
Streamlined Data Analytics case image preview
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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 photo

David Schwarz

Product Owner Biomat, Manufacturing Company
View case study
Operating Supplement case image
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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%

traffic boost

Jerermy Groves photo

Jeremy Groves

CEO ThinkDigital, Digital and Marketing Agency
View case study
Data-driven marketing case image
gradient quote marks

They developed solutions that brought value to our business.

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We’d love to hear from you

Share the project details – like scope, mockups, or business challenges. We will carefully check and get back to you with the next steps.

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DataForest, Head of Sales Department
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