Case Study: Diversified Insurance Brokers saves time with Jotform

Diversified Insurance Brokers processes 500 forms a month with Jotform

Diversified Insurance Brokers, an insurance firm specializing in life insurance, disability, and annuities, faced a significant operational challenge. As their business grew, their manual processes for managing hundreds of monthly workshop attendees via spreadsheets and Salesforce became unsustainable, creating a major bottleneck for scaling their services.

By implementing Jotform, Diversified Insurance Brokers automated its data capture and integrated the forms seamlessly with its CRM, monday.com. The solution from Jotform eliminated manual data entry, saving an immeasurable amount of time and allowing the firm to efficiently process roughly 500 forms per month, a volume they stated would be literally impossible to handle manually.

Diversified Insurance Brokers