Relationship Martech

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Streamlining the Commercial

A leading provider of customized commercial insurance solutions.

Challenge

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.

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Challenge

This recently VC-funded company was struggling to efficiently manage their sales pipeline and generate enough leads to fuel their growth, expectations for which were high.

Their HubSpot setup was basic, lacking crucial lifecycle stages and automation, and they relied solely on trade shows for lead generation.

This resulted in slow lead qualification and overworked Account Managers handling unqualified leads.

Solution

We implemented a two-pronged approach to streamline operations and enhance the customer experience:

Panda Doc Automation

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. 

Bold Penguin Integration

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.

Result

The impact of these changes was dramatic and immediate:

Quote Velocity
Quote generation increased, allowing the client to respond to client inquiries much faster.
Customer Satisfaction
Customer satisfaction scores increased, thanks to the quick and effortless experience of obtaining coverage.
Conversion Rate
Application-to-policy conversion rate jumped due to the streamlined and personalized application process.
Agent Productivity
Sales agents saved time on administrative tasks, dedicating more effort to building relationships and closing deals.

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Conclusion

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.

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