Allstate Zapier Automation
Allstate Zapier Automation
Brit Fosh, an Allstate insurance agent, approached Arete looking to simplify repetitive daily tasks that were slowing down his call center operations. His team was manually collecting and entering client details from emails and voicemails — a process prone to errors and delays. We developed an zapier automation workflow that automatically extracts key data, summarizes messages, and syncs everything into a centralized Google Sheets system, saving hours of administrative work each week.
The Problem
Brit’s Allstate team handled dozens of client inquiries daily, received through both email and voicemail. Each message contained critical client information names, contact details, and service needs but transferring that data into spreadsheets required tedious manual work. This repetitive process not only took valuable time away from client communication but also increased the risk of mistakes and missed leads. Brit needed a reliable way to automate the intake process without introducing complex new systems or software.
The Solution
Arete developed a fully automated data capture workflow using zapier, a visual automation platform. The system was designed to monitor Brit’s incoming emails and voicemail transcriptions, extract key information like name, phone number, and email, and summarize the message. Using custom Google Apps Script, we then connected this automation to Brit’s call center spreadsheet, ensuring every new inquiry was logged and organized automatically. The workflow worked silently in the background removing manual data entry, reducing errors, and giving Brit’s team instant visibility into new leads. Our goal wasn’t just to automate tasks but to make Brit’s day to day operations smoother and more efficient. The result was a process that required zero technical maintenance while delivering consistent, reliable results.
The Results
The automation immediately transformed how Brit’s team managed client communications. Instead of manually logging every email or voicemail, data was now captured and summarized automatically. The team could respond faster, stay more organized, and focus on serving clients instead of managing spreadsheets. Beyond saving time, the new workflow improved accuracy and consistency across client records. It also gave Brit’s team a clearer picture of incoming requests, helping them prioritize and follow up more effectively. Overall, the new automation helped Allstate’s Fairfield office create a smoother, smarter workflow showing how simple, well-built automation can make a major impact on day to day business efficiency.
Brit Fosh, an Allstate insurance agent, approached Arete looking to simplify repetitive daily tasks that were slowing down his call center operations. His team was manually collecting and entering client details from emails and voicemails — a process prone to errors and delays. We developed an zapier automation workflow that automatically extracts key data, summarizes messages, and syncs everything into a centralized Google Sheets system, saving hours of administrative work each week.
The Problem
Brit’s Allstate team handled dozens of client inquiries daily, received through both email and voicemail. Each message contained critical client information names, contact details, and service needs but transferring that data into spreadsheets required tedious manual work. This repetitive process not only took valuable time away from client communication but also increased the risk of mistakes and missed leads. Brit needed a reliable way to automate the intake process without introducing complex new systems or software.
The Solution
Arete developed a fully automated data capture workflow using zapier, a visual automation platform. The system was designed to monitor Brit’s incoming emails and voicemail transcriptions, extract key information like name, phone number, and email, and summarize the message. Using custom Google Apps Script, we then connected this automation to Brit’s call center spreadsheet, ensuring every new inquiry was logged and organized automatically. The workflow worked silently in the background removing manual data entry, reducing errors, and giving Brit’s team instant visibility into new leads. Our goal wasn’t just to automate tasks but to make Brit’s day to day operations smoother and more efficient. The result was a process that required zero technical maintenance while delivering consistent, reliable results.
The Results
The automation immediately transformed how Brit’s team managed client communications. Instead of manually logging every email or voicemail, data was now captured and summarized automatically. The team could respond faster, stay more organized, and focus on serving clients instead of managing spreadsheets. Beyond saving time, the new workflow improved accuracy and consistency across client records. It also gave Brit’s team a clearer picture of incoming requests, helping them prioritize and follow up more effectively. Overall, the new automation helped Allstate’s Fairfield office create a smoother, smarter workflow showing how simple, well-built automation can make a major impact on day to day business efficiency.
Lead Visibility
Instead of sifting through inboxes and voicemails, the team now sees new leads appear in real-time within their shared spreadsheet. This immediate visibility helps prioritize responses and enhances customer service speed.
Automated Data Collection
We built a custom Zapier workflow that automatically gathers client details from emails and voicemails. This removed the need for manual entry, cutting down repetitive work and ensuring no message or lead slips through the cracks.
Lead Visibility
Instead of sifting through inboxes and voicemails, the team now sees new leads appear in real-time within their shared spreadsheet. This immediate visibility helps prioritize responses and enhances customer service speed.
Automated Data Collection
We built a custom Zapier workflow that automatically gathers client details from emails and voicemails. This removed the need for manual entry, cutting down repetitive work and ensuring no message or lead slips through the cracks.
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