Client Journey

Homepage Discovery
The client scrolls through the landing page, absorbing the clear, warm language and visuals that reflect inclusivity and empowerment.
→ They feel calm, guided, and curious rather than overwhelmed by insurance jargon.

1. Plan Calculator Interaction
   The client uses the $0 Plan Calculator to check eligibility.
   They input their household size and monthly income and instantly see if they qualify for free or low-cost coverage.
   → They receive immediate clarity without calling an agent — reducing anxiety and confusion.

2. Chatbot Support (Tally + Zapier + Agent CRM Integration)
   They ask the chatbot:

   • “Who qualifies?”

   • “Can I apply today?”
     The bot responds naturally, confirming eligibility and guiding them to the next step.
     → They feel personally attended to, even outside business hours.

3. Exploration of Programs
   The client navigates to the Referral Program and Community Program, learning how they can share access or get extra benefits.
   → They start seeing Nest as more than an insurance agency — it’s a movement, a network, and an opportunity.

4. Application Launch (Call-to-Action)
   They scroll back to the top, click “Get Covered,” and begin the quote or enrollment process via the integrated form.
   → It feels like a guided journey — they never lose context or need to jump platforms.

Automation & Systems

• Form → Sheet → Folder Creation
  Every submission triggers automatic folder creation, naming conventions, and client document setup.
  → Eliminates repetitive manual work.

• Email + SMS via Zapier Integration
  Personalized confirmation messages are sent with plan summaries and next steps.
  → Boosts trust and engagement.

• CRM Integration
  The lead is logged and tagged by source, referral, and language.
  → Enables precise tracking and follow-up metrics.

• AI Chatbot
  Handles FAQs, redirects to proper forms, and educates clients in conversational tone.
  → Reduces dependence on live agents.

• Dynamic Forms & Analytics
  Data collected from calculators feed directly into reporting dashboards.
  → Enables performance insights and optimization.