20 March 2018
Insurance Onboarding
Benchmark Insurance Group of Texas is the leading risk management insurance brokerage for businesses of all sizes. Capabilities include providing the industry’s lowest premiums from top-rated insurance companies, first class service, and in-house claims consulting to offer representation when claims do occur.
Benchmark Insurance Group of Texas reached out to us to create an interactive onboarding experience for their customers with business logic incorporated. The site is capable of processing new customer leads and sending those leads to their email contact management system. These contacts are automatically tagged by industry and marketed to through the use of drip campaigns.
A designer was involved in the creation of this page, and it's purpose is to encourage users to go through the onboarding process. These leads are then sent to staff onsite and loaded into an administrative dashboard created to keep track of the customers. This site was created using purely JavaScript, and it does not require lots of server resources to perform.
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