All stories / Diversified Insurance Brokers
Diversified Insurance Brokers saves immeasurable time with Jform
See how DIB automated lead capture across 500+ monthly forms and eliminated manual data entry with Jform Enterprise.
Automating lead capture for a growing business
Forms processed monthly
500+
Attendees managed per month
Up to 1,000
절약된 시간
Immeasurable
Diversified Insurance Brokers
업종:
보험
Organization Size:
Medium
Use Cases:
Lead capture, event registration, workflow automation, CRM integration
Products Used
에 대한
Diversified Insurance Brokers specializes in life insurance, disability, and annuities, with a unique focus on helping families protect assets from FAFSA calculations for college planning. DIB delivers this service through in-person events and workshops nationwide.
과제
As DIB's workshop and event business grew from roughly 10 attendees a month to as many as 1,000, its manual process — tracking attendee data through spreadsheets and Salesforce — could no longer keep pace.
솔루션
DIB implemented Jform to capture leads across its website, email signatures, and social media, then connected it directly to its CRM, monday.com, eliminating the need to manually input data after capture.
결과
DIB now processes about 500 forms a month with fully automated data capture and CRM sync — a volume Chief Underwriter Jason Stolz says would be "literally impossible" to manage manually.
It would be impossible to do what we're doing without Jotform.
It would be impossible to do what we're doing manually, without Jform — literally impossible. So whatever the largest number there is to measure it, that would be my number.
Chief Underwriter, Diversified Insurance Brokers
