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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

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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.

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 VOLTERA 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

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.

Step 2 of 5
Discovering and

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.

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.

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.

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 VOLTERA will meet your business needs.

Healthcare

Data Science

Data Insights & Forecasting

Stock relocation solution

The client was faced with the challenge of creating an optimal assortment list for more than 2,000 drugstores located in 30 different regions. They turned to us for a solution. We used a mathematical model and AI algorithms that considered location, housing density and proximity to key locations to determine an optimal assortment list for each store. By integrating with POS terminals, we were able to improve sales and help the client to streamline its product offerings.

10% productivity boost 7% increase in sales

Mark S.

Partner Pharmacy network,

View case study →

Client Identification

The client wanted to provide the highest quality service to its customers. To achieve this, they needed to find the best way to collect information about customer preferences and build an optimal tracking system for customer behavior. To solve this challenge, we built a recommendation and customer behavior tracking system using advanced analytics, Face Recognition, Computer Vision, and AI technologies. This system helped the club staff to build customer loyalty and create a top-notch experience for their customers.

Christopher Loss

CEO Dayrize Co, Restaurant chain,

View case study →

Performance Measurement

The Retail company struggled with controlling sales and monitoring employees’ performance. We implemented a software solution that tracks sales, customer service, and employee performance in real-time. The system also provides recommendations for improvements, helping the company increase profits and improve customer service.

Amir R.

CEO, CEO Fashion Retailer

View case study →

Supply chain dashboard

The client needed to optimize the work of employees by building a data source integration and reporting system to use at different management levels. Ultimately, we developed a system that unifies relevant data from all sources and stores them in a structured form, which saves more than 900 hours of manual work monthly.