Location
United States
Industry
Insurance Network/Distribution Network
Size
11-50 Employees

About the Client
Specializes in providing a comprehensive insurance software platform that connects insurance agents with multiple carriers, allowing agents to find the best solutions for their clients. Despite offering a broad set of features, the client faced a critical gap in tracking agent interactions and premium production. The lack of an efficient CRM system to manage agent relationships hindered their ability to fully support their agents, thereby limiting their potential for growth. They sought a robust solution to manage agent touchpoints, track performance, and streamline communication, ultimately helping agents improve their production.
What challenges did the client face?
How did we address the challenges?
CRM Database Implementation
A scalable and modular CRM database was designed to capture agent production data and historical metrics, along with additional key variables like performance and interactions.
Integration with External Databases
Developed a simplified database structure to automate daily imports of premium data from external systems into Zoho Analytics, ensuring consistency and accuracy.
Automated Agent Monitoring
Used Zoho CRM workflows to track agent production milestones and generate automated reports to monitor progress.
Enhanced Communication with Agents
Implemented automated email notifications for agents at critical checkpoints to ensure timely updates and reminders.
Our Certifications

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Zoho Mail

Zoho Assist
What results did the client achieve?

Streamlined Processes
The automation of previously manual processes significantly increased operational efficiency. By eliminating the need for spreadsheets and manual tracking, the client reduced time spent on administrative tasks and minimized errors, leading to a more productive environment.

Improved Data Management
Premium production data is now centralized within the CRM, allowing for better data
accuracy & access to insights. The integration with Analytics has paved the way for future enhancements and additional features, which can be tailored to meet the needs of the client.

Enhanced Reporting and Communication
The new reporting dashboards allowed the client to more easily monitor agent progress, ensuring that agents received timely support when needed. Automated touchpoints and notifications improved agent engagement, fostering stronger relationships between the client and their agents.
Tools Used
See the Transformation in Action
Want to streamline your business operations? Contact us today to learn how our CRM solutions can help improve your productivity and efficiency.
