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Zapier > 实例探究 > SelectQuote 保险服务如何通过自动化节省 15,000 美元
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Automation in Insurance: How SelectQuote Saved $15,000

适用行业
  • 金融与保险
  • 电信
用例
  • 时间敏感网络
  • 基于使用的保险
服务
  • 系统集成
挑战
SelectQuote Insurance Services 需要一种为客户提供可靠的保险报价,同时高效利用时间、金钱和资源的方法。
关于客户
SelectQuote Insurance Services 是一家成立于 1985 年的公司,为人寿保险提供公正的保险报价和价格比较。他们通过让 SelectQuote 代理为消费者完成获取保险报价的过程来简化。
解决方案
技术副总裁 Dan Savino 使用应用程序自动化程序 Zapier 连接他的团队和整个公司用来向客户提供报价的工具。
运营影响
  • 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.

数量效益
  • Saved SelectQuote at least $15,000 in developer resources.

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

  • Created a database of every SMS response from clients.

相关案例.

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