 |
|
|
AAA Arizona implements a complete data collection and CSM Solution using logiforms.com
AAA Arizona needs to collect complicated multi-page form data from customers in order to be able to offer an Auto Insurance Quote to our online customers.
Below I will outline some of the challenges we faced and how logiforms provided a simple and elegant way to service both AAA and our customers.
|
THE FRONT END
|
The Challenge:
Due to the complex nature of the auto insurance business we needed a multiple page form that dynamically changes depending on the data entered by the customer.
i.e. - If the customer only has one car and one driver to insure they should only see data entry fields for one car and one driver.
But, if they want to insure three cars and two drivers the customer should see more fields to accommodate the extra data.
This way the form expands and contracts to meet the customer's needs.
The Solution:
Using Logiforms multi-page forms we were able to apply logic (with NO programming!) to the form such that we got exactly what we needed.
The form can be as small as 4 pages or as large as 11, depending on the needs of the customer.
What's more, we built many other logic rules into the form that help us to accurately collect the data we need while keeping the form as short as possible for the customer.
Dynamic form length and logic rules embedded into the form have dramatically helped us to increase our total number of form submissions.
More submissions = more sales!
Logiforms does it all.
Form creation, data formatting, excellent field validation, custom errors, cross platform and cross browser capability, and SSL… all with no programming, and all hosted by logiforms.
If I was to build these forms myself and integrate all this functionality it would take hundreds of man hours and eternal support of the software and hardware needed to keep these application running. Plus, logiforms does all the data storage and backup for you!
|
|
THE BACK END
|
Logiforms makes collecting and storing data easy.
But the logiforms backend does so much more then just securely store data.
By far the most cost saving part of logiforms is the back end functionally.
What we do with the data after we collect it makes all the difference.
The Challenge:
AAA Arizona needed to securely deliver the insurance quote form results to a pool of agents that could then use the data to produce the customer quote then respond to the customer in a uniform and professionally designed manner.
We also needed to be able to monitor the pool of agents to ensure timeliness and quality of service.
The Solution:
Using logiforms data triggers, lead distribution functionality, auto responders, notifications and email design capabilities AAA was able to create a customized, robust and EXTREEMLY cost effective CSM solution.
Return to the Case Study Page
Technology used in this case study
Calculation Fields
Multi-Page Forms
Conditional Branching
Auto responders
Notifications
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
"AAA Arizona was able to save thousands of dollars through
our implementation of logiforms.com"
Cliff Clark
AAA Arizona
|
|
|
|
"The trigger functionality was absolulety key in allowing us to create
a powerful system. Our Sales reps can simply update a value on the form, add a personalized note, and
an email is automatically sent to the client!"
Cliff Clark
AAA Arizona
|
|
|
|
|
|
|
"The Logiforms forms integrated smoothly with our website. Our website is one of the primary means of communication with our clients and it was imperative that the forms look like they were hosted on our own site -- Logiforms does all the hard work and we get all the credit."
Shahid Shah
Marketing Manager
Netspective Corporation
|
|
|
|
"Auto responders are a very powerful part of the Logiforms system making it very easy to provide an immediate detailed response
to people who have completed one of my on line forms. I also use 'rules' to select the response I want to be issued, this ensures
that the autoresponders are more detailed and specific."
John Hunter
President & Founder
scotland-hostels.com
|
|
|
|
|
|
Web Design Resources
Check out these other great sites.
|
|
|
|
|
|
|
