Insurance with Jay

Faced with overwhelming demand and a lack of digital tools, Jay needed an efficient way to manage inquiries.

Framer Website with Multi-Step Logic Form

150 Quotes Offloaded: The automated system handled a significant number of inquiries in the first month, freeing up time for the broker to focus on other priorities.
Improved Client Experience: Clients benefited from a seamless, efficient quoting process and the ability to access information independently through the help center.
Workload Reduction: AI tools and automations minimized repetitive tasks, allowing the broker to handle more clients with less effort.
Broader Reach: The Spanish localization opened new opportunities to serve a diverse audience.