Case Study: a large distributor service provider boosts advisor efficiency and sales with Equisoft/connect

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

A top insurance advisor, Devon Wilson, working with a large distributor service provider, faced limited growth due to inefficient manual processes and a generic CRM that consumed too much time. His challenge was to centralize client data, automate workflows, and free up time to focus on sales and client service. To address this, the distributor implemented the Equisoft/connect CRM from Equisoft.

The Equisoft solution automated administrative tasks, centralized carrier data feeds, and provided tools for compliance and targeted marketing. This enabled the advisor to work more strategically, leading to a 30% increase in revenue, a 20% higher client conversion rate, and almost double the number of client meetings. The implementation of Equisoft/connect was a success for both the advisor and the larger distributor.