CASE STUDY
CASE STUDY
Product Engineering: Quote Automation on Salesforce
PROBLEM
A Professional Employer Organization needs to take into consideration many inputs before developing a quote. A spreadsheet with Macros was helping to generate a quote which required data entry from the CRM tool to Spreadsheet and creating a Quote using pre-defined templates. The inputs used in the creation of quote change periodically and continuous monitoring to ensure the current price is being used became the need. The PEO organization compares the Premium rates provided by multiple agencies to come up with a competitive proposal.
OVERVIEW
A Custom Salesforce module built to do API Integrations with external inputs of Insurance Rates using daily batch to get rates that are most relevant for a specific US State and Specific territory for California. Consider the Federal and State taxes to calculate the appropriate Premium of Insurance and generate the Quote on screen for multiple Insurance carriers (4 Carriers configured). The Sales can select the best offer and generate a Dispatchable Quote in the format and send the same to the Customer using automated email.
SOLUTIONS
- API Integration with Insurance Carriers to get the latest rates.
- Quote Generation module automated to get options with calculations.
- Generate PDF output of Quote in the required format
- Send the PDF to Customer for DocuSign
- Track Customer signature using DocuSign.
Data analytics and automation
KEY WINS
• Accurate Quote Generated with the current rates.
• Reduced efforts in the creation of Quotes. Click and generate.
• Send to Customer using predefined templates saving time to write emails.
• Signatures are done and tracked through DocuSign.
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