Overview
Explore how HIC’s strategic integration of Salesforce and Drawloop enabled Founder Sheild, a NYC-based insurance brokerage eliminate manual document hassles, empowering them to deliver swift, precise, and seamless insurance services.
What You Need To Know
Founder Sheild’s manual creation of documents led to increased turnaround times, higher error rates, and reduced scalability, posing risks in a sector that heavily relies on precise and up-to-date information for risk assessment and decision-making
Why It Matters
In a dynamic insurance business environment, where agility and speed are crucial, relying on manual document creation processes can impede operational efficiency and hinder the ability to adapt quickly to changing market conditions.
What HIC Did
HIC automated Founder Shield’s document creation process by implementing a strategic Salesforce and Drawloop integration enabling them to provide rapid, accurate, and tailored services to its high-growth clientele.
Overview
Explore how HIC’s strategic integration of Salesforce and Drawloop enabled Founder Sheild, a NYC-based insurance brokerage eliminate manual document hassles, empowering them to deliver swift, precise, and seamless insurance services.
What You Need To Know
Founder Sheild’s manual creation of documents led to increased turnaround times, higher error rates, and reduced scalability, posing risks in a sector that heavily relies on precise and up-to-date information for risk assessment and decision-making
Why It Matters
In a dynamic insurance business environment, where agility and speed are crucial, relying on manual document creation processes can impede operational efficiency and hinder the ability to adapt quickly to changing market conditions.
What HIC Did
HIC automated Founder Shield’s document creation process by implementing a strategic Salesforce and Drawloop integration enabling them to provide rapid, accurate, and tailored services to its high-growth clientele.
About The Client
Founder Shield is a data-driven insurance brokerage that focuses exclusively on rapidly evolving high-growth companies.
Headquartered in NYC, Founder Shield aims to relieve the stress of buying insurance for innovative venture-backed startup companies.
Their mission is to take a broken and confusing experience and create the most seamless and informative insurance purchasing process available.
About The Client
Founder Shield is a data-driven insurance brokerage that focuses exclusively on rapidly evolving high-growth companies.
Headquartered in NYC, Founder Shield aims to relieve the stress of buying insurance for innovative venture-backed startup companies.
Their mission is to take a broken and confusing experience and create the most seamless and informative insurance purchasing process available.
Challenges
Inefficient Manual document Creation
Founder Shield’s document generation process was slow, time-consuming, and manual as the teams had to manage and consult various forms for data extraction, resorting to macros for each document generation.
Limited Scalability
The manual process of document generation hindered scalability and responsiveness to increasing demands, making it challenging for Founder Shield to accommodate the needs of rapidly evolving high-growth companies efficiently.
Complexities in Data Extraction
Extracting data from various sources for incorporating it into documents was a complex and time-consuming effort, increasing the risk of potential errors in the document.
Challenges
Inefficient Manual document Creation
Founder Shield’s document generation process was slow, time-consuming, and manual as the teams had to manage and consult various forms for data extraction, resorting to macros for each document generation.
Limited Scalability
The manual process of document generation hindered scalability and responsiveness to increasing demands, making it challenging for Founder Shield to accommodate the needs of rapidly evolving high-growth companies efficiently.
Complexities in Data Extraction
Extracting data from various sources for incorporating it into documents was a complex and time-consuming effort, increasing the risk of potential errors in the document.
Challenges
They were facing issues with
- Inefficient Manual document Creation
- Limited Scalability
- Complexities in Data Extraction
Founder Shield’s document generation process was slow, time-consuming, and manual as the teams had to manage and consult various forms for data extraction, resorting to macros for each document generation.
The manual process of document generation hindered scalability and responsiveness to increasing demands, making it challenging for Founder Shield to accommodate the needs of rapidly evolving high-growth companies efficiently.
Extracting data from various sources for incorporating it into documents was a complex and time-consuming effort, increasing the risk of potential errors in the document.
Proposed Solutions
With Salesforce and Drawloop integration, a customized CRM for Founder Shield was created centered on Founder Shield’s operations and workflows.
Salesforce Drawloop Integration
With Salesforce and Drawloop integration you can use Salesforce data to generate documents based on the records and can specify where and how output documents should be delivered.
Built Automation for Storing info in Salesforce
Salesforce and Drawloop integration allows the information entered via a customization form to automatically flow into a preapproved Word or PDF template, which is then stored in Salesforce or other systems of record.
Created Custom a Button and Link
DDP is used to generate the document dynamically with different Salesforce record values. We can use multiple records in a single DDP document by running Drawloop as a custom button or a custom link.
Proposed Solutions
With Salesforce and Drawloop integration, a customized CRM for Founder Shield was created centered on Founder Shield’s operations and workflows.
Salesforce Drawloop Integration
With Salesforce and Drawloop integration you can use Salesforce data to generate documents based on the records and can specify where and how output documents should be delivered.
Built Automation for Storing info in Salesforce
Salesforce and Drawloop integration allows the information entered via a customization form to automatically flow into a preapproved Word or PDF template, which is then stored in Salesforce or other systems of record.
Created Custom a Button and Link
DDP is used to generate the document dynamically with different Salesforce record values. We can use multiple records in a single DDP document by running Drawloop as a custom button or a custom link.
Proposed Solutions
With Salesforce and Drawloop integration, a customized CRM for Founder Shield was created centered on Founder Shield’s operations and workflows.
The solutions which we offered to them
- Salesforce Drawloop Integration
- Built Automation for Storing info in Salesforce
- Created Custom a Button and Link
With Salesforce and Drawloop integration you can use Salesforce data to generate documents based on the records and can specify where and how output documents should be delivered.
Salesforce and Drawloop integration allows the information entered via a customization form to automatically flow into a preapproved Word or PDF template, which is then stored in Salesforce or other systems of record.
DDP is used to generate the document dynamically with different Salesforce record values. We can use multiple records in a single DDP document by running Drawloop as a custom button or a custom link.
India 
USA
UK
Canada