Introduction

Jay approached us to streamline his quoting process without creating a traditional online presence. His primary goal was to use digital tools to reduce workload and improve efficiency while maintaining his existing service contact points. Our solution involved building a robust digital system that optimized operations and empowered both the broker and his clients.

Impact

• 150 Quotes Offloaded in the First Month

• Significant Reduction in Manual Workload

• Enhanced Client Experience with Self-Service Options

The Opportunity

The broker faced overwhelming manual quoting demands and lacked digital tools to manage inquiries effectively. He sought a streamlined system to:

1. Automate repetitive tasks.

2. Reduce workload while maintaining quality.

3. Empower clients with self-service options.

Our Solution

Framer Website with Multi-Step Logic Form

• Designed a sleek Framer website featuring a custom-built, multi-step logic form that collects detailed client information.

• Simplified the quoting process, ensuring that only relevant information is captured for each request.

Workflow Automation

• Integrated Zapier to automate backend tasks, seamlessly connecting the form to the broker’s internal tools.

• Notifications, follow-ups, and data handling were streamlined to reduce manual intervention.

Email Marketing

• Set up automated email sequences to engage with leads and provide personalized follow-ups, improving response time and client satisfaction.

Additional Features

AI-Enhanced Tools

• Added AI-generated images to the website, creating a professional and polished look without the need for expensive photo shoots.

• Provided custom ChatGPT prompts to help the broker respond to inquiries and generate personalized quotes faster, saving time and effort.

Help Center for Self-Service

• Developed a comprehensive help center, enabling clients to access resources and FAQs directly.

• Integrated self-serve options, reducing the broker’s involvement in routine client questions and support.

Localization with Language Toggle

• Leveraged Framer’s localization feature to offer a Spanish version of the website with a simple language toggle, making services accessible to a broader audience.

Results

• 150 Quotes Offloaded: The automated system handled a significant number of inquiries in the first month, freeing up time for the broker to focus on other priorities.

• Improved Client Experience: Clients benefited from a seamless, efficient quoting process and the ability to access information independently through the help center.

• Workload Reduction: AI tools and automations minimized repetitive tasks, allowing the broker to handle more clients with less effort.

• Broader Reach: The Spanish localization opened new opportunities to serve a diverse audience.

Empowering Professionals with Digital Tools

This project is a prime example of how digital tools can transform workflows without requiring a full-scale online presence. The result is a streamlined, efficient system that benefits both the broker and his clients.

Let’s Transform Your Operations

Looking to optimize your business processes and reduce workload? Contact us today to explore how we can help!