A leading specialty insurance provider offers comprehensive coverage and creates seamless solutions across multiple types of insurance risks for the US market and globally.
They needed a streamlined process for collecting and managing feedback from both internal clients and external partners.
The Challenge
The existing manual system for sending feedback requests and compiling responses was inefficient and prone to errors, leading to low response rates and delayed improvements.
The company struggled with timely and consistent collection of internal client feedback, resulting in missed insights and delayed improvements.
Employees had to manually track and send feedback requests, leading to inefficiencies and potential errors in the process, like no survey being sent at all.
The Solution
Connex developed an automated system using Hive Automate to send tailored email notifications upon task completion.
These notifications contained links to the appropriate feedback forms, customized based on whether the task was part of an international or US-based board.
This automation ensured that feedback requests were sent promptly and accurately, without manual intervention.
The Results
The company saw a significant increase in feedback collection rates, allowing for more actionable insights and faster process improvements.
Employees no longer had to manually manage feedback requests, freeing up time and reducing the chances of missed or incorrect follow-ups.
How a branded-merchandise company used Make and Pipedrive to automate self-serve store onboarding: next-step emails, 24-hour reminders and a 48-hour drip.
How a 3-tech equipment service business turned AI-answered calls into a technician dispatch board in Airtable that sorts calls, routes them, and closes jobs.
A small nonprofit connected fundraiser, school, and sponsor sign-up forms to Salesforce with Zapier, merged duplicate workflows, and added error alerts.
