Built a comprehensive insurance qualification system that streamlines the entire application process from pre-purchase to completion. The platform guides users through intelligent qualification workflows, automatically routing leads based on responses and integrating seamlessly with enterprise systems.
Challenge: Insurance provider needed to eliminate manual qualification processes and connect disconnected systems handling leads, applications, and communications.
Solution: Developed an intelligent platform with custom data processing logic, ActiveCampaign integration for automated lead management, and JunoSigna handoff for application completion. Implemented dynamic PDF generation for personalized reports.
Results: Eliminated manual qualification, saved 10+ hours weekly on lead processing, reduced application drop-off rates, and created seamless data flow across multiple enterprise systems.
Tech Stack: Custom web application, Python Flask backend, ActiveCampaign, Quickbase, SendGrid, CraftMyPDFBegin your quote in minutes. Use your preferred login method and take the first step toward better coverage.