Delta Insurance Calculators

Delta's sales process relied heavily on manual touchpoints. Prospects had to call, wait, and go back and forth to get a quote and apply. The opportunity was to automate that entire journey digitally across multiple insurance products, while ensuring every interaction flows into Delta's existing CRM and internal systems so nothing falls through the cracks.

We designed a wizard-based quoting flow that guides visitors step by step through entering their information and making selections relevant to their chosen product. The wizard logic adapts based on inputs to surface the right plan options, then moves the user into application, payment, and policy issuance. Behind the scenes, all interactions sync with Delta's CRM and internal systems in real time.

The quoting system spans multiple insurance products, each with its own tailored wizard flow. Payment gateway integration handles secure online transactions, automated policy delivery triggers on successful payment sending customers their policy by email, and CRM and internal system integrations ensure every lead and completed application is captured and actionable for Delta's team.

Delta Insurance now converts online interest into issued policies without manual intervention. The automated quoting flow reduces the load on their sales team while the CRM integration means every interaction is tracked, followed up on, and feeding Delta's broader sales operation.