Well, we’ve figured out a way to do just that – our client organization is in the highly competitive insurance industry, and needed a way to increase sales volumes. Enter AIS; we were able to provide our client with an automated method of providing customers with a quote for insurance rates via a self-service web portal solution…resulting in the higher sales volumes they were seeking, while also reducing costs.
The real issue that our client faced was a manually-intensive quote process. Prospective customers would need to call in to speak with a customer service agent who would need to manually obtain a quote through a complex system. To make matters worse, this process was extremely time-consuming for not only the service agents, but ultimately the prospective customer. The result – a sales process that was costly in terms of time and resources – ouch!
Our client needed a way to make this process move faster – which would lead to higher closure rates. It was clear that self-service would be the best option. We built a solution with a web-based front end that would collect the information from the customer and determine which carriers would be applicable. The solution provided integration with associated carriers’ platforms to obtain quotes real-time and present that information in a comparative manner.
Use of Microsoft.NET 4.5, Entity Framework and SQL Server 2008/2012 allowed us to create an online solution wherein the front-end could evolve over time to accommodate the evolution of user experience and accommodate a responsive design, available on mobile devices, tablets, etc.
The results of our online self-service solution included the following business advances:
- Clients could receive better, more efficient quote data.
- The organization could provide more quotes with less staff.
- Client closure rates significantly improved.
- Client volume increased.
- The company could obtain more policies and a higher degree of customer satisfaction for self-service.
The self-service solution provided the following technological advances:
- User-friendly interface
- Back-end customer-solution insight
- Responsive design