Scale | GoInsuranceAgent.com
1401
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GoInsuranceAgent.com Category: API, Automation, Design, Infusionsoft, WordPress

Date
September 02, 2015
About

The Insurance Agent Mobile App site was hosted on a proprietary system that they didn’t have much control over.  They had attempted to link several pages to an external CRM so they could update and ended up with a messy system.  We helped them migrate their entire front-end site into WordPress, and tied it to the back-end which actually creates the mobile apps.  We integrated with Infusionsoft and their back-end api to enable the automation of creating trials and following up with appropriate messaging, as well as follow-up fo the entire sales process.