Case Study: Wealth.com achieves 100% process adoption and 60% faster quotes with DealHub CPQ

Wealth.com achieves 100% process adoption and 60% faster quotes with DealHub CPQ and LeanScale

Wealth, an AI-powered estate planning provider, was growing rapidly and struggled with slow, offline quoting and proposal workflows that required multiple handoffs and lacked consistent pricing and approval rules. To scale quoting, proposals, and contracting while preserving customer experience, Wealth evaluated and selected DealHub’s CPQ and DealRoom to centralize and standardize the process.

DealHub implemented its CPQ and DealRoom to automate quote creation, enforce approval flows and pricing rules, and modernize proposal delivery. As a result, DealHub drove 100% process adoption at Wealth and cut quote turnaround time by 60%, enabling the sales team to produce faster, more consistent proposals and improve overall compliance and customer experience.

Wealth

Tim White

Chief Growth Officer