Case Study: Beyond Insurance reduces time to adoption from 1.5 years to 6 months with ClientSuccess

Beyond Insurance leverages ClientSuccess to decrease time to adoption from 1.5 years to 6 months

Beyond Insurance, a global network of about 70 independent insurance agencies, was growing quickly but had no CRM—relying on Outlook and Excel—which made client engagement, tracking team activity, managing a growing client list, and organizing data difficult. COO Ashley Correll selected the ClientSuccess platform to address these gaps and standardize how the small, remote team tracks client relationships and success cycles.

ClientSuccess implemented its customer success platform (including SuccessCycles, Customer Pulse/SuccessScore, and lifecycle management) with an easy import and a dedicated account manager, giving Beyond Insurance centralized contact records, archived communications, and systematic health tracking. The result was clearer visibility and coordination across the team, a Health Score improvement (to 82.4, +36.8% vs. 30 days prior), and a dramatic reduction in time-to-adoption from roughly 1.5 years to about six to nine months (headline: six months), delivering measurable gains in engagement and efficiency.

Beyond Insurance

Ashley Correll

Chief Operating Officer