Zapier Case Studies Automation in Insurance: How SelectQuote Saved $15,000

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	Automation in Insurance: How SelectQuote Saved $15,000 Zapier

Automation in Insurance: How SelectQuote Saved $15,000

Zapier

Applicable Industries	Finance & Insurance Telecommunications
Use Cases	Time Sensitive Networking Usage-Based Insurance
Services	System Integration
Challenge	SelectQuote Insurance Services, a company providing insurance quotes, was faced with the challenge of providing reliable insurance quotes to clients in an efficient manner. The company wanted to streamline the process of cross-application functions without the need for a developer to build a series of APIs. The process involved a potential client filling out a form with their phone number, assigning the client to a SelectQuote agent, pulling quotes from SelectQuote's vendors, and then sending the quotes to the client. The company wanted to automate this process to save time, money, and resources. Read More
About Customer	SelectQuote Insurance Services is a company that provides insurance quotes for all types of insurance. Founded in 1985, the company's premise is to provide unbiased insurance quotes and price comparisons for life insurance. Instead of the consumer having to call or email each insurance company, a SelectQuote agent does it for them, potentially negotiating lower rates. With 34 years in the industry, the company has evolved, simplifying their own tedious tasks and turning to automation to move even faster. Read More
Solution	The solution came in the form of app automator Zapier, which was used to connect the tools used by the company to deliver quotes to clients. The key to delivering an insurance quote by text was having the right data. This data, tailored to each customer and their specific responses in the form, was received by the SelectQuote team and sent to vendors who sent quotes back to SelectQuote agents. These quotes then landed in the client's phone as a text message. To automate this process, Mailparser, which extracts data from emails, was connected to Twilio, an SMS and calling service, using Zapier. This allowed for the extraction of relevant information from vendor attachments and the sending of this information to the customer via text message. This process, which would have taken hours and multiple people, was streamlined and automated, saving time, money, and resources. Read More Log in to view content
Contents

Applicable Industries

Finance & Insurance

Telecommunications

Use Cases

Time Sensitive Networking

Usage-Based Insurance

Services

System Integration

Challenge

SelectQuote Insurance Services, a company providing insurance quotes, was faced with the challenge of providing reliable insurance quotes to clients in an efficient manner. The company wanted to streamline the process of cross-application functions without the need for a developer to build a series of APIs. The process involved a potential client filling out a form with their phone number, assigning the client to a SelectQuote agent, pulling quotes from SelectQuote's vendors, and then sending the quotes to the client. The company wanted to automate this process to save time, money, and resources.

About Customer

SelectQuote Insurance Services is a company that provides insurance quotes for all types of insurance. Founded in 1985, the company's premise is to provide unbiased insurance quotes and price comparisons for life insurance. Instead of the consumer having to call or email each insurance company, a SelectQuote agent does it for them, potentially negotiating lower rates. With 34 years in the industry, the company has evolved, simplifying their own tedious tasks and turning to automation to move even faster.

Solution

The solution came in the form of app automator Zapier, which was used to connect the tools used by the company to deliver quotes to clients. The key to delivering an insurance quote by text was having the right data. This data, tailored to each customer and their specific responses in the form, was received by the SelectQuote team and sent to vendors who sent quotes back to SelectQuote agents. These quotes then landed in the client's phone as a text message. To automate this process, Mailparser, which extracts data from emails, was connected to Twilio, an SMS and calling service, using Zapier. This allowed for the extraction of relevant information from vendor attachments and the sending of this information to the customer via text message. This process, which would have taken hours and multiple people, was streamlined and automated, saving time, money, and resources.

Impact #1	The implementation of Zapier, Mailparser, and Twilio has allowed SelectQuote to provide a seamless, easy experience for both their end users and their internal teams. The automation of the process of extracting data from vendor emails and sending it to clients has not only saved time, money, and resources, but has also reduced the potential for errors that could occur with manual data extraction. The company can now deliver an easy, automatic experience for anyone searching for insurance quotes, enhancing customer satisfaction and loyalty.

Impact #1

The implementation of Zapier, Mailparser, and Twilio has allowed SelectQuote to provide a seamless, easy experience for both their end users and their internal teams. The automation of the process of extracting data from vendor emails and sending it to clients has not only saved time, money, and resources, but has also reduced the potential for errors that could occur with manual data extraction. The company can now deliver an easy, automatic experience for anyone searching for insurance quotes, enhancing customer satisfaction and loyalty.

Benefit #1	Saved SelectQuote at least $15,000 in developer resources.
Benefit #2	Automated the process of extracting data from vendor emails and sending it to clients, which would have taken hours and multiple people.
Benefit #3	Created a database of every SMS response from clients.

Benefit #1

Saved SelectQuote at least $15,000 in developer resources.

Benefit #2

Automated the process of extracting data from vendor emails and sending it to clients, which would have taken hours and multiple people.

Benefit #3

Created a database of every SMS response from clients.

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Overview

Automation in Insurance: How SelectQuote Saved $15,000

Operational Impact

Quantitative Benefit