Revolutionizing Commercial Business Insurance Quotes: A Seamless Salesforce Solution
Written by Poonam Chandersy
Technical Content Writer
October 13, 2023
The Challenge: Outdated Processes and Inaccurate Quotes
Picture this: a paper-based system leading to incorrect quotes due to manual data entry errors. It was clear that a change was needed.
Why Royal Cyber?
The search for a solution led the client to us. With a track record of transforming processes, Royal Cyber was uniquely poised to tackle this challenge. The client recognized our expertise and trusted us to bring efficiency and accuracy to their quoting process.
The Solution: A Guided Quoting Experience
Streamlined User Interface
Leveraging Salesforce and Javascript, we built a broker portal within the Experience Cloud. This provided brokers with an intuitive platform right from the start. The user interface was meticulously designed to ensure a seamless experience, making it easy for brokers to navigate through the quoting process.
Innovative Tools
Omniscripts and Flexcards were the stars of the show. These interactive elements guided brokers through the quoting process, making it a breeze. The dynamic nature of Omniscripts allowed for a personalized and tailored experience, ensuring that every detail required for an accurate quote was captured.
How It Works: A Look Inside
The results were nothing short of impressive. The implementation of our solution brought about a paradigm shift in the way commercial business insurance quotes were generated.
Efficiency Redefined
The new broker portal empowers business owners to get quotes swiftly, all with the help of brokers armed with valid community credentials. This shift towards efficiency meant that clients no longer had to endure long waiting times for quotes. Instead, they could receive accurate quotes in record time, allowing them to make informed decisions promptly.
Tailored Questions
Brokers are guided through a series of questions, ensuring that every detail for an accurate quote is captured. The structured approach to gathering information not only streamlined the process but also eliminated the likelihood of errors that were common in manual data entry.
Seamless Integration
Premium calculations are seamlessly performed on an external system, eliminating any room for error. This integration was a critical component of our solution, ensuring that the quotes provided were not only accurate but also reflective of the most up-to-date information available.
Data Management Made Easy
The system neatly stores all pertinent details, complete with a unique quote ID, right in Salesforce. This centralized repository of information ensures that quotes can be easily retrieved, reviewed, and updated as needed. It also provides a valuable resource for future reference, allowing for a comprehensive view of each quote generated.
The Impact: Faster, Accurate, Hassle-Free Quotes
The numbers speak for themselves. The implementation of our solution had a profound impact on the client’s operations, resulting in tangible benefits across various aspects of their business.
- Swift Turnaround: Commercial business owners now receive quotes in record time, thanks to the streamlined portal. This not only enhances their experience but also positions our client as a provider of prompt and reliable service.
- Precision Guaranteed: Manual data entry errors are a thing of the past, ensuring every quote is spot on. The elimination of errors not only instills confidence in the accuracy of the quotes but also minimizes the need for time-consuming corrections or adjustments.
- User-Friendly Experience: Brokers navigate the quoting process effortlessly, thanks to the intuitive Omniscripts and Flexcards. The user-friendly interface ensures that brokers can focus on providing valuable insights and guidance to their clients, rather than grappling with a complex system.
- Seamless Process: External system integration ensures that premium calculations are nothing short of precise. This seamless integration not only enhances the accuracy of the quotes but also streamlines the process, allowing for a more efficient workflow.
Conclusion: A New Era in Business Insurance Quotes
Poonam Chandersy
Ready to Revolutionize Your Processes?
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