CAB-Extracting Lead Information automation

Background

South Carolina Coastal Insurance LLC (SCCIN) is an independent insurance agency located in Mount Pleasant, South Carolina. As a trusted provider of insurance solutions, SCCIN serves clients in the Coastal South Carolina region, including Charleston and surrounding areas. Their commitment lies in offering quality protection with value pricing to both individuals and businesses.

Currently, SCCIN faces a repetitive and time-consuming task related to lead information extraction. Here's a breakdown of their existing process:

• South Carolina Coastal Insurance LLC (SCCIN) receives daily emails from the Central Agency Bureau (CAB). These emails contain Excel file attachments containing essential lead information, including Lead Names and Lead Phone Numbers.
• Currently, SCCIN’s employees manually download these Excel files from the emails and subsequently upload them to the WooSender web application for text campaigning.
• The proposed automation solution aims to streamline this process, ensuring consistent daily lead data processing while freeing up valuable employee time.
• The same process occurs daily, consuming valuable employee time. Employees manually download and upload the Excel file, which is prone to errors. These repetitive tasks tie up cycles that could otherwise be utilized for more critical business activities.

Process Flow

Following are the steps in SCCIN’s CAB lead email extraction process in flow chart representation, which ensures efficient extraction of lead information from the Central Agency Bureau (CAB) to enhance their text campaigning efforts.

Solution

South Carolina Coastal Insurance LLC (SCCIN) streamlined their CAB lead email extraction process using the IntelliBuddies RDA (Rapid Digital Automation) AI-driven platform. Here’s how the proposed solution enhances efficiency:

SCCIN’s daily process involves receiving emails from the Central Agency Bureau (CAB), containing Excel file attachments with crucial lead information. The proposed solution, triggered daily upon email receipt, automates the following steps:

• Email Client Login: An employee logs into the email client. The solution monitors emails specifically from CAB with a predefined subject.
• Excel File Download: Upon identifying the relevant email, the solution automatically downloads the Excel file attachment.
• WooSender Login: The solution securely logs into the WooSender website.
• Add Contacts: It navigates to the “Add Contacts” section within WooSender.
• File Upload: The solution selects the downloaded Excel file and uploads it to WooSender for lead data processing.

Benefits of Automation: By automating this process, SCCIN freed up employee cycles for more strategic tasks. Manual errors associated with downloading and uploading are eliminated. The solution ensures that lead data is processed daily, enhancing text campaigning success.