Customers success story
How a south Florida agency weathered the storm to increase premium by 36% and retention by 2% over a year with InsuredMine.
Triton Insurance Agency opened in 2008 with 2 desk, 2 employees and 0 policies. Now, they have over $34 million in premium. Triton offers personal and commercial insurance.
The Big Wins
92% - 94%
Increase in retention rates by 2 points
+36%
Significant increase in premium payments
+12%
Substantial growth in insurance policy volume
InsuredMine allows Triton to put the processes in place so we can save time, automate and allow our go-to-market team to actually sell and not focus on repetitive tasks.
Goals
As a growing agency, Triton needed a sales automation solution that would help capture/nurture leads and automate sales/renewals.
Challenges
Triton Insurance Agency talks to 12,999 of their 13,000 clients. Staying in front of clients is incredibly important so they do not lose clients and help them as rates increase. Doing this at scale is tough.
Solutions
A CRM solution helps them stay on top of customer data and understand when it is the best time to reach out to them.
What it's like working with InsuredMine?
“I feel like I have a partner that’s a developer and a partner that listens and implements my feedback in a matter of days.”
-William “B.J.” Michaud
