Case Study: MAP Insurance achieves centralized customer data and stronger client relationships with Act!

Act! helps MAP Insurance connect its customers with perfect-fit insurance and financial strategies and solutions

MAP Insurance, an Ottawa-based brokerage founded in 2007, helps clients find the right insurance and financial solutions across a wide range of products. The firm faced a major challenge: customer information was scattered among many carriers, making it hard to track renewals, policy details, and timely touchpoints for more than 1,000 clients—creating risk of missed opportunities and weaker relationships.

Implementing Act! CRM and marketing automation let MAP centralize client records (IDs, policy numbers, photos) and customize fields and workflows to their business, while Task Lists and cloud access automated reminders and remote access. As a result, MAP gained a single source of truth for client data, improved renewal outreach and client follow-ups, closed more business, and strengthened long-term customer relationships.

MAP Insurance

Bill Munn

President