Case Study: IntelliGuard achieves same-day quoting and stronger pricing control with Everpeak Partners

IntelliGuard cuts quote turnaround from 1–3 days to same-day with Everpeak Partners

Intelliguard, a healthcare technology company, faced challenges with a cluttered and inefficient HubSpot CRM. Their manual quoting process in Excel lacked standardization and control, while disconnected systems prevented a single source of truth for sales and finance data. Everpeak Partners was engaged to address these operational inefficiencies.

Everpeak modernized Intelliguard's HubSpot by restructuring thousands of accounts and centralizing products and quoting within the platform. This solution automated the quoting process, embedding approval workflows and giving leadership clear visibility. The vendor's work saved over 800 hours annually, reduced quote generation from days to minutes, and consolidated five systems into HubSpot as the primary system of record.

IntelliGuard