All case studies
● Insurance / Fintech
Automated Lead Pipeline for a Trucking Insurance Broker
Built end-to-end automation across lead capture, CRM tagging, and multi-carrier quote requests for a commercial trucking & fleet insurance broker.
Faster
Quote turnaround vs manual
Structured
Lead pipeline & tagging
Fewer
Manual ops handoffs
● The challenge
The bottleneck
Manual lead intake, quote follow-ups, and carrier comparison was slow and error-prone — causing lost leads and delayed quotes for trucking clients shopping coverage across 32+ A-rated carriers.
● What we built
The system
- Automated lead capture from web forms with instant CRM tagging by fleet size and coverage type
- Multi-carrier quote request workflows that fan out structured submissions to the right carriers
- Lead-status-aware follow-up sequences across email + SMS, with rep alerts on stalls
- Pipeline dashboard giving the team weekly visibility into stage conversion and aging quotes
Free workflow review
Find the workflow worth automating next
Bring one process that is slow, repetitive, expensive, or leaking opportunities. We will map the current workflow, identify the bottleneck, and tell you whether automation is worth pursuing.
Book a free workflow review
No obligation. If automation is not the right answer, we will say so.