American Family Insurance (Paul Domeier Agency)
Customer Onboarding Portal + Sales Automation
What We Built
Paul Domeier's American Family Insurance agency engaged us for two distinct deliverables. First, a custom video onboarding portal that automatically answers customer FAQs and identifies opportunities for upsell and bundling across home, auto, and life policies. Customers get a structured onboarding experience that surfaces relevant coverage gaps without requiring extra agent time. Second, a public home-purchase data automation that pulls new homeowner information from public records and routes prospects to the sales team for outreach (potential customers who could benefit from a fresh look at their home insurance pricing or coverage).
Coming Soon: Full Results & Testimonial
We're collecting outcome metrics and a client testimonial for this engagement. Check back soon, or reach out if you want to discuss what a similar build could look like for your business.
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