Leads were distributed to agents manually, with no tracking of admin activity. We built automated real-time distribution by agent package and lead criteria, an agent portal, VICIdial and CRM integrations, and Stripe payments.
Quoting Fast is the fastest-growing lead provider in the industry. The company helps agents increase their business by providing the best leads in the market. The company use data & technology platforms with relevant options from the company's broad direct network of insurance providers, saving consumers and providers time and money.
The company's lead distribution process was manual and inefficient. Leads were collected by phone calls and then the operator had to manually enter the lead information into a spreadsheet. The spreadsheet was then used to distribute the leads to third-party agents by mail. This process was time-consuming and error-prone.
Additionally, the company wanted to manage administrator activity in Excel. This included tracking agent details, lead packages, Operator details, which operator work was assigned to which agent and how many leads were sent to each agent. This was also a manual process that was prone to errors.
The manual lead distribution process was time-consuming and error-prone. It was also difficult to track the status of leads and ensure that they were distributed to the right agents.
The manual administrator activity tracking process was also time-consuming and error-prone. It was difficult to keep track of all the different data points that needed to be tracked and it was easy to make mistakes.
The company's systems were not integrated, which made it difficult to share data between different departments. This made it difficult to get a complete picture of
the lead distribution process and to identify areas for improvement. The company needed a solution that would automate the lead distribution process, improve the accuracy of administrator activity tracking and integrate the company's systems.
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In response to the challenges faced by the company, we have developed a comprehensive custom software solution with the following features.
The system provides administrators with the ability to efficiently manage both operator and agent data. This includes crucial aspects such as agent working hours, lead delivery preferences (via email, CRM, or third-party CRM) and the ability to assign operators to specific agents.
Clients can create personalized agent packages tailored to their specific needs. These packages can be customized based on factors such as the duration, industry, lead quantity, pricing and even include auto-renewal options for convenience.
To accommodate the unique requirements of each agency, we've incorporated a feature that allows clients to set custom lead criteria. This ensures that leads are filtered according to the specific needs of the agency and the leads can be delivered directly to the agency's preferred CRM systems.
Our system seamlessly integrates with VICIdial, which is utilized by our operator team for calling. Any positive leads generated through VICIdial are automatically transferred to our CRM via API integration. This ensures a smooth data flow and expedites lead processing.
Agents are provided with a dedicated login portal where they can access information about their current package, purchase new packages, pause their current package if needed, manage their leads, update lead statuses and perform other essential tasks.
We've seamlessly integrated the Stripe payment gateway to facilitate secure and convenient online payments.
We've established seamless integrations with several third-party CRMs within our CRM system. When a lead is received from VICIdial, our system efficiently forwards the lead to the respective agency's CRM using pre-configured APIs.
Integrated external CRMs into the software
This comprehensive software solution addresses the manual operational challenges previously faced by the company, streamlining the entire process, improving efficiency and providing a user-friendly experience for both administrators and agents.
Instantaneous and efficient allocation of leads to agents, ensuring swift response times. This automated process optimizes lead assignment based on predefined criteria, such as agent availability and lead parameters, leading to a significant
reduction in lead processing time. Real-time distribution prevents delays, enhances customer engagement and maximizes conversion rates. It also eliminates the manual burden of lead distribution, allowing administrators to focus on strategic tasks. Overall, this feature accelerates lead-to-conversion cycles, improves agent productivity and delivers a seamless experience for both clients and agents.
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This software provides immediate insights into crucial administrator actions, encompassing lead allocation, new agent onboarding, agent assignments, system updates, agent payment plans and automated payment collection with
comprehensive analytic reporting. This real-time visibility enhances transparency, improves efficiency and empowers administrators with the data they need for informed decision-making and effective management of the entire lead distribution process.
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System can seamlessly grow to accommodate increased demands, whether it's a larger volume of leads, more agents, or expanding operations. This ensures continued performance without compromising quality as the business evolves.
Secondly, the system's inherent flexibility allows for easy adaptation to changing requirements, be it custom lead parameters, new agent packages, or evolving industry trends. This adaptability ensures that the solution remains relevant and aligned with the company's dynamic needs, promoting long-term success.
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In conclusion, the development and implementation of the described software solution offer significant benefits for lead management and agent operations. The automation, real-time insights, scalability and flexibility provided by the system not only streamline administrative tasks but also enhance lead quality, operator productivity and insurance agent satisfaction. While initial costs, including development, integration and ongoing maintenance, are necessary, the potential ROI stemming from increased conversions, reduced manual effort and improved operational efficiency makes this investment prudent. The solution's adaptability ensures it can meet evolving business needs, making it a strategic asset for long-term success, growth and a competitive advantage in the market.
Aarvi Technology successfully created the CRM from scratch. As a result, the we received over a million leads and kept them ahead of the competition. The team went above and beyond to exceed expectations. They were communicative and responsive in the workflow.
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