Onest Insurance
Streamlined quote intake and automated policy notification system for insurance brokers.
Visit siteThe Challenge
Brokers relied on phone calls and emails to collect client information for insurance quotes — a slow, error-prone process that created data entry bottlenecks.
Once policies were prepared and ready in the carrier portal, brokers had to manually notify each client individually, consuming valuable time on routine follow-up.
The lack of a self-service intake channel meant brokers spent more time on administrative communication than on advising clients and closing deals.
The Solution
Built an online quote request platform where clients can submit their insurance needs and personal details directly, replacing manual phone and email intake.
Developed an automated email notification system that alerts clients when their policy documents are ready, directing them to download from the insurance company's portal.
Streamlined the end-to-end workflow from initial quote request to policy delivery notification, freeing brokers to focus on client advising rather than administrative tasks.
Built With
The Results
Eliminated manual client intake — clients self-serve via online quote request form
Automated policy-ready notifications removed repetitive broker follow-up work
Faster turnaround from quote request to client notification
Brokers handle more clients with significantly less administrative overhead