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Insurance agents are often tasked with navigating complex quote generation forms—leading to inefficiencies, frustration, and delays. As part of their digital transformation journey, one major insurance company sought to simplify and streamline this process. By partnering with AiSynapTech, they were able to reduce time-consuming manual tasks, improve agent productivity, and accelerate the issuance of policies.
Insurance agents were struggling with outdated, cumbersome quote generation forms. These forms were long, difficult to navigate, and prone to errors, slowing down the quote creation process and impacting overall efficiency.
Insurance agents were hindered by complex forms that required significant manual input and had a high potential for errors, leading to delays in issuing quotes and policies.
Long and complicated quote forms.
High likelihood of user errors.
Slow policy issuance due to manual input.
Difficulty in tracking quote progress.
Increased frustration among agents
AiSynapTech’s solution was a dynamic, Lightning Web Component (LWC)-based approach to modernize and simplify the insurance company’s quote generation process. This approach leveraged Salesforce’s powerful platform, creating more efficient workflows that seamlessly integrated into agents’ daily operations.
AiSynapTech utilized Salesforce’s LWC components to develop intuitive, dynamic quote forms that adapted to real-time inputs, reducing manual work and minimizing errors.
Developed LWC-based dynamic quote forms
Streamlined agent input with auto-population features
Simplified navigation and decision-making
Integrated the solution within the existing Salesforce platform
Optimized for speed, accuracy, and usability
The final solution involved creating dynamic, Lightning Web Component-based quote forms that could automatically adjust to each agent’s inputs. This not only simplified the user experience but also significantly reduced the time agents spent generating quotes, thereby improving overall productivity.
AiSynapTech implemented dynamic LWC quote forms that minimized manual data entry and eliminated many steps in the quote process, leading to faster policy issuance and a more efficient workflow.
Built user-friendly LWC dynamic forms
Reduced time spent on quote creation
Minimized errors with real-time validation
Integrated seamlessly into existing Salesforce systems
Enhanced overall user experience for agents
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Policy Issuance Speed
5 days
3.25 days
35% faster
Agent Productivity Increase
Baseline
23% increase
23% higher
Quote Processing Accuracy
85%
98%
13% more accurate
After implementing AiSynapTech’s LWC solution, the insurance company experienced significant improvements in both operational speed and agent productivity. The new system delivered measurable benefits, making quote generation quicker, more efficient, and less prone to errors.
“AiSynapTech’s dynamic solution transformed how we handle quotes. Our agents are now more efficient, issuing policies faster and with fewer errors. The LWC forms have made a real difference to our workflow, and we’re seeing a noticeable boost in productivity.”
– Client Representative, Leading Insurance Provider
23% increase
