American Family Insurance (Paul Domeier Agency)

Video onboarding portal that surfaces bundling upsell, plus public-records automation feeding the sales team.

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).