About
Dataforest developed an end-to-end insurance sales automation platform for a U.S. digital insurance agency. The solution automated lead intake, synchronized CRM and AMS systems, unified customer communications, and provided real-time analytics. This enabled faster sales responses, improved customer experience, and scalable growth.
Challenge, approach, and impact
Inefficient manual sales processes and delayed lead handling
The client’s existing sales workflow lacked automation, causing slow and inconsistent lead intake and response timing. This resulted in low sales funnel performance, delays in engaging potential customers, and poor overall customer experience.
How we built
Testimonials
Anonymous
“Working on this project required designing a scalable automation pipeline that could handle lead intake, scoring, and routing with minimal latency. We focused on building reliable integrations and clear data flows so sales teams could trust the system in daily operations. The result was a stable, maintainable solution that significantly reduced manual work and improved sales process transparency.“
Team structure
Client team
Anonymous
Project stakeholder
The client stakeholders were working closely with the team at Dataforest
Agency team
Backend Developer
Production
Data Engineer
Production
Product Manager
Production
Business Analytics
Production
