Automating Manual Lead Qualification with API Integrations
The Problem
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.
The Solution
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.
The Impact
- Reduced lead processing time by up to 4 hours per case
- Increased conversion rates through faster customer response
- Improved staff productivity and data accuracy
- Ensured consistent and compliant data capture
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Running More Efficiently
Leads from multiple marketing channels weren’t tracked centrally, slowing follow-up and hurting conversions.
Manual quote and renewal processes slowed sales and created operational bottlenecks.
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