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!

2x

increase in new policy sales

+26%

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

Steps of providing
data scraping services

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.

One of our , 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 the following : 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 , and that is one of our core values as well.

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.

One of our , 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 the following : 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.

After quality assurance tests are completed, we deliver solutions to the client. Though we , we are expecting client’s participation in the project. While developing the integration system, we provide midterm results so are and provide us with feedback. By the way, a high-level of .

Steps of providing web applications services

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.

The Way We Deal with Your Task and Help Achieve Results

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.

One of our . Hence, we work with either one-page high-level requirements or a whole pack of tech docs. In AI demand forecasting case studies, there are numerous models and approaches, so at this stage, to define project objectives. We elaborate and discuss a set of hypotheses and assumptions. We create a solution architecture, a project plan, and a list of insights or features to achieve.

The work starts with helps to determine your variable and build several models for the initial review. Further modeling requires for further development. Ultimately, we interpret the results. Nevertheless, demand forecasting solution modeling is a process requiring many back-and-forth iterations. We are

The way we deal with your issue and achieve result

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.

One of our , hence we work with either one page high level requirements or with a full pack of tech docs. Depending on project objectives, , , 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 , and that is one of our core values as well.

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.

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.