Problem Statement
Dankitajima Insurance Agency (DKIA) is a trusted provider of auto insurance solutions, catering to customers looking for quick and reliable insurance quotes. Before implementing an automated solution, DKIA relied on manual data collection, which led to inefficiencies, longer response times, and a frustrating experience for potential clients.
The Challenge
DKIA’s insurance quote process had several pain points:
- Customers had to manually enter vehicle details, leading to inaccuracies.
- The system lacked real-time vehicle data validation, increasing the chances of errors.
- There was no automation to sync collected data with DKIA’s CRM, requiring manual follow-ups by agents.
- The process was time-consuming, causing delays in generating accurate insurance quotes.
DKIA needed a seamless, automated system that would allow customers to quickly enter their details, receive real-time estimates, and integrate with their CRM for easy follow-ups.
The Solution
Desol Int developed a custom insurance quote form using Gravity Forms in WordPress, with powerful API integrations to streamline the entire process.
- Gravity Forms for User-Friendly Data Collection
- A responsive, structured form was created to ensure an intuitive experience for users.
- Customers could enter their vehicle and personal details in a guided manner.
- TurboRater API Integration for Vehicle Data Fetching
- The form was connected to TurboRater API, which dynamically retrieves vehicle year, make, and model details.
- This ensured accuracy, eliminating incorrect or outdated vehicle information.
- Keap CRM Integration for Automated Lead Management
- Once a user submitted the form, their details were automatically pushed to DKIA’s Keap CRM.
- This allowed the insurance team to instantly follow up, improving customer engagement and conversion rates.
Results & Impact
The implementation of the automated quote form resulted in:✅ 50% reduction in manual data entry, eliminating human errors in vehicle details.✅ 80% faster quote generation, improving customer experience and engagement.✅ Automated CRM lead management, Automated data entry into Keap CRM reduced manual errors by 75%, ensuring timely follow-ups and higher conversion rates.✅ Seamless mobile-friendly experience, allowing users to request quotes on any device.
Scalability & Future Enhancements
This solution lays the foundation for future expansions, such as:
- Adding more insurance products (home, business insurance, etc.).
- Enhancing distance-based pricing calculations for location-based risk assessment.
- Further automation for policy recommendations based on user input.
Conclusion
By implementing this automated quote request system, DKIA has streamlined its operations, improved customer experience, and positioned itself as a modern, tech-enabled insurance provider. Desol Int’s expertise in Gravity Forms, API integrations, and CRM automation played a crucial role in delivering this efficient, scalable solution.