Case study
From idea to a thriving automation platform
Challenge
How do you automation licensed agents at scale?
Approach
Provide a cloud-friendly infrastructure to allow for rapid development.
Results
Agents now have the power of the cloud at their fingertips.
Background
Pegram Insurance is a reputable insurance agency that offers a range of insurance products, including personal lines automotive insurance. The company has been in business for over 17 years and is known for its personalized service and commitment to its clients. However, the agency was facing a significant challenge in its automotive insurance department. The agents were struggling to provide quick quotes to their clients, which was causing frustration and delays in the sales process.
Challenge
Pegram Insurance was using a manual process for generating automotive insurance quotes. The agents had to manually input client data into multiple systems to get a quote. This process was time-consuming and often resulted in errors. The agents were spending more time on administrative tasks than on sales, which was impacting the company's bottom line.
Solution
Pegram Insurance decided to implement DataMasters, an automation tool designed specifically for insurance agents. DataMasters is a web automation tool that automates the process of generating automotive insurance quotes. The tool integrates with multiple systems and can access client data with just a few clicks. DataMasters is a cloud solution that allows web automation developers to quickly add carrier specific scripts. This process cuts the overall lead-time drastically as it removes all the ceremony for local development and setup.
Results
After implementing DataMasters, Pegram Insurance saw a significant improvement in its automotive insurance sales process. The agents were able to generate quotes faster and with greater accuracy, which helped to close more deals. The tool also helped to reduce the time agents spent on administrative tasks, allowing them to focus more on sales. The company's overall productivity increased, and its customer satisfaction levels improved.
Conclusion
DataMasters helped Pegram Insurance to streamline its automotive insurance sales process, resulting in increased productivity and customer satisfaction. The automation tool eliminated manual errors and saved time, allowing agents to focus more on sales. DataMasters is a valuable tool for any insurance agency looking to improve its sales process and provide exceptional customer service.