Process Automation | Insurance Agency

Overview

I built a couple of automations using Make and a couple of other popular tools to help this insurance agency speed up the response time between the agency, the insurance companies and the customers.

Results

Increased their capacity to handle customer requests

Faster response times for customers

Eliminate human error during request processing

Modernize and future-proof traditional industry

Overall a better experience for customers and the agency team

Our clients are literally congratulating us on our customer service. This really was a game-changer. Thank you.

Carlos Hinojosa, Founder & CEO @ Hinojosa Asesores