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Chelsea Brings Efficiency to the Insurance Sales Process | Formstack

With a role focused on building better processes, Chelsea is always on a mission to make work more efficient. When the b
With a role focused on building better processes, Chelsea is always on a mission to make work more efficient. When the brokerage team started hitting snags in the sales process, she knew it was time to dig into their sales workflow and develop a better system. She wanted one platform that could easily transform their entire insurance quote process, from initial inquiry to quote documentation. With Forms for Salesforce, Chelsea’s team has been able to eliminate manual data entry, data exporting, and duplicates. All data collected through these forms is automatically stored in Salesforce in real time, ensuring all agents can easily access data within minutes. Adding Formstack Documents to the mix ensures insurance quote documentation can be generated quickly, easily, and securely. Now, Chelsea’s team can focus more on the customer, instead of manual tasks and never-ending paperwork. See how workplace problem solvers are innovating to make work better: http://bit.ly/39rvY33​ ----------------------------------------------------------- Sign Up for a Free Trial: http://bit.ly/2Xy8Kkq​​ Follow us on Twitter: http://twitter.com/Formstack​​ Link us on Facebook: https://www.facebook.com/Formstack​​ Follow us on LinkedIn: https://www.linkedin.com/company/formstack
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