Quick Quote

How we Helped a Fortune 500 Financial Services Company Increase Profit Margins and CSAT Score

company overview
  • For over 211 years, this company is a leading provider of property and casualty insurance, group benefits, and mutual funds
  • They provide people and businesses with the support and protection they need to pursue their unique ambitions, seize opportunity and prevail through unexpected challenges
  • They also provide consultations for car, home, business insurances, and employee benefits
Hartford, CT
Financial Services
Working with SPAR since
The Hartford
SPAR  by Numbers



Completed Projects



In the Industry



Metric 3



Metric 3
Completed Projects
Years in Business
Year Average Client Partnership
Technologies Supported

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  • The handling time of home insurance applications, and preparing for quotes for prospects was high
  • To get a quote, applicants needed to fill out 10+ pages of information and go through a series of screens
  • Needed a way to filter out people that would never be approved earlier in the process
  • Analyzed the application workflow, qualification criteria, and applicant screening process
  • Made recommendations to optimize the screening process
  • Developed a front-end application that automatically filtered unqualified applicants out of the process while expediting quotes/premiums to qualified applicants
  • Collaborated with internal teams to ensure all solutions were in compliance and integrated with their existing applications
  • The Quick Quote functionality improved customer experience by saving their time and energy by getting them the information they needed more quickly
  • Customer service agent availability increased significantly. This increase resulted in higher quality calls and enhance CSAT scores
  • Profit margins increased as time, energy, and resources were directed away from unqualified prospects and to more profitable channels
  • Improved approval data quality helped optimize marketing campaign targeting

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