Review and scope the creation of a customer portal for Vernon Insurance and their unique onboarding process.
Eli Weldon
V.I. Portal Integration
The following outlines the work needed to implement a CRM and customer portal into client intake and lead management
Table of contents
What you need to review
Please review the Project scope and time estimate in it’s entirety.
Project scope and time estimate
Summary of project outcome
A potential client will be able to complete the get started form on vernoninsurance.com and all information provided will be automatically logged into the Client Management sheet, a V.I. (Vernon Insurance) team member will be notified. If they select Tow, Auto Dealership, Bond, or Garage then they will be automatically redirected to the Customer Portal where they will be prompted to complete the full application. At any point they will be able to login to the Customer Portal using their phone or email as the login key, no password required, to complete their application or access other resources. Automated emails and texts will be sent out to the client to complete the application if they have not. Once the application is completed all the data will automatically log in the Client Management sheet for V.I. team to access and a V.I. team member will be notified. The V.I. team will be able to add quote and binding information to the Client Management sheet and the client will be able to login and view it in their customer portal indefinitely.
Additional Features:
- V.I. team will be able to have sms conversations with the client from their record
- Daily task list showing only clients that V.I. team needs to take action on
- Enable automated reminders, both emails and text messages to be sent on based on actions completed
- Easy customization to V.I. client onboarding on-going
Time Estimate Breakdown
Time Estimate
Feature
10 - 20 hours
Setup client management outline in Airtable
- Ability to text clients directly from record
- Teach how to use
5 - 10 hours
Integrate OWC Portal architecture with V.I. Airtable CRM
- Setup portal with auth on vernoninsurance.com so it can be accessed on vernoninsurance.com/portal
- Create child plugin of OWC Portal for V.I. where all custom code for V.I. will live
5 - 10 hours
Integrate OWC Portal Authentication service with Vernon Insurance twilio and sendgrid accounts for security password delivery
- Will also create the twilio and sendgrid accounts
15 - 20 hours
Create new application process on site
- Set it so that when someone completes the form on https://vernoninsuranceutah.com and they select Garage, Used Car Dealership, Tow Truck, or Bond that they are directed to the main form to complete the entire application
- Create the 4 forms on the website with conditional fields, stylized for a high quality user experience
5 - 7 hours
Create new view in Portal to continue application allowing customers to login and continue their application
2 - 3 hours
Create automated follow-ups to continue application until completed
8 - 10 hours
Set all application data to log to airtable, associated to clients record
5 - 10 hours
Portal view post application:
- Integrate customer feedback process
- You can add quote to portal so they can login and easily access it and view it
- Add the get started steps to the portal so the customer can see where they are in the process
- Add e-sign link
- Provide their payment link based on their coverage, direct integration will be a phase 2. https://www.ipfs.com/integrations
Total Time
- Total time: No less than 55 hours and no more than 90 hours
- Due date: We aim to have the project done and ready to go live by May 15th with a fallback date of May 22nd.
On-going price (monthly)
$650 per month
- Up to 5,000 automated tasks per month
- Up to 1,000 text messages per month
- Site hosting, security and maintenance monthly updates
- One time password authentication management for all users
- Monthly report of important KPIs detailing conversion rate, security updates and onboarding feedback with recommended changes
- All edits and updates covered
- IE: changes to wording, form questions, anything that isn’t a large overhaul