Automating Manual Lead Qualification with API Integrations

The client, a specialist insurer in the residential block sector, faced slow quoting and lead conversion due to manual qualification steps. Each application required time-consuming checks—such as company verification, address lookups, and flood risk analysis—creating delays, increasing admin burden, and leaving room for human error.

‍

One of our digital squads automated the qualification workflow by integrating the CRM with trusted third-party data services including Companies House, Google Maps, address verification, and flood risk analysis. This allowed instant, accurate data retrieval within the quoting process, eliminating the need for repetitive manual steps.

‍