Case Study: Insurance Business America helps commercial insurance brokers explain complex coverage with CrankWheel

Insurance Business America explains coverage in 5-10 seconds with CrankWheel

Insurance Business America, a commercial insurance broker, faced the challenge of explaining complex business liability coverage and policy gaps to entrepreneurs, who often find such information confusing. This difficulty in conveying intricate details over the phone hindered their sales process. To address this, they turned to the vendor CrankWheel and its instant screen sharing service.

CrankWheel's solution enabled brokers to share their screens instantly with clients, who could connect via a simple link without any downloads. This allowed for visual presentations of risk assessments, real-world claim scenarios, and coverage comparisons. The result was that Insurance Business America could transform complicated insurance into understandable strategies, leading to increased sales and client trust. Measurably, this visual approach helped close sales faster, with the case study noting that 64% of small business owners make purchasing decisions within two weeks of first contact.

Insurance Business America