One of California’s leading auto insurance companies wanted to dramatically improve its lead management system with the help of an expert technology partner to provide direction & governance and reached out to Exavalu for expert advisory & implementation services.
Due to the absence of a unified platform, our client struggled to manage multiple sources of leads. Along with a lead management platform, the insurer also wanted to improve the auto-routing process to send the right leads to the right agencies. Lastly, they needed to increase efficiency in lead distribution management with robust technology integration.
