Solution
We implemented a two-pronged approach to streamline operations and enhance the customer experience:
A leading provider of customized commercial insurance solutions.
In the fast-paced world of commercial insurance, every second counts.
The client, known for its personalized approach, found its traditional quote and application process cumbersome and time-consuming.
Manually filling out lengthy forms discouraged prospects and slowed down sales cycles.
We implemented a two-pronged approach to streamline operations and enhance the customer experience:
We leveraged the power of Panda Doc to revolutionize the application process. Instead of generic forms, each prospect received a pre-populated, e-signable application tailored to their specific business needs, based on data gathered during quoting. This significantly reduced friction and paperwork, allowing for immediate submission and faster approvals.
By integrating SFDC with Bold Penguin, a leading online insurance quoting platform, the client gained instant access to a vast network of carriers and competitive quotes. This allowed them to present multiple options to their clients quickly and efficiently.
The impact of these changes was dramatic and immediate:
By integrating Bold Penguin and Panda Doc with SFDC, we empowered the client to transform the commercial insurance journey. This resulted in faster quotes, smoother applications, happier customers, and ultimately, stronger business growth.
The Power of Marketing Technology to Deepen Relationships
Colorado Springs, CO
Get updates regarding the latest in marketing technology right in your inbox.