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Bauld Insurance is a specialized insurance brokerage providing comprehensive coverage solutions for the real estate sector. Their realty program requires detailed property and owner information to properly assess risks and provide appropriate coverage options for their clients. With a focus on delivering tailored insurance solutions to property owners, Bauld Insurance needed an efficient system to collect, analyze, and process application data.
Staff had to manually generate report cards for each application
No centralized storage system for applications and supporting documents
Inconsistent data collection across different applications
No streamlined way to edit submissions without re-entering all information
Lack of scoring standardization for risk assessment
Time-consuming application processing
Potential for human error in manual report card generation
Limited visibility into application status and history
Inefficient communication between producers and back-office staff
Developed a Zoho Creator application with owner questionnaire and dynamic location questionnaires
Created automated report card generation based on questionnaire responses
Implemented PDF consolidation and email distribution system
Designed an intuitive homepage offering two application options: Full Bauld Realty Program Submission
Supplement Bauld Realty Program Submission (with only scoring-required questions)
Implemented edit functionality with unique links to prevent data re-entry
Developed portal access for staff with appropriate access controls
Created dynamic visibility rules based on user roles (customer vs. staff)
Automated PDF generation and distribution upon submission and edits
Centralized cloud storage for all application documents
Automated email notifications with consolidated PDFs to producers
Implemented automatic regeneration and distribution of revised documents upon edits
Streamlined the entire application review process
Book a complimentary consultation today to explore how our tailored solutions can streamline your operations
Eliminated manual report card generation
Streamlined application processing with digital forms
Reduced data entry time with edit functionality
Improved data consistency with standardized digital forms
Enhanced risk assessment with automated scoring
Created centralized, cloud-based application storage
Better user interface for both clients and staff
Cloud-hosted system accessible from anywhere
Personalized proprietary report card generation
Streamlined communication between producers and back-office
Successfully implemented within 25 days
Created foundation for future digital process improvements
Enabled more consistent risk assessment across applications
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Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.
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Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
