Case Study: TruSummit Insurance manages $25M in premium with 4 CSRs using GloveBox

How TruSummit Insurance Manages Their $25,000,000+ Agency With Only 4 CSRs

TruSummit Insurance is a $25M premium independent property and casualty agency operating across 14 states with offices in CA, PA, CO, TX, and ID. As the business grew from $5M to $25M in written premium, TruSummit faced a profitability challenge: maintaining service quality without increasing staffing beyond its four full-time CSRs. GloveBox helped address this by giving customers a self-service option for routine requests.

GloveBox implemented its agency mobile apps, desktop client portal, PolicyAssist service forms, and direct carrier connections to shift basic servicing away from TruSummit’s team. The result was 50% client adoption and a service operation where each CSR manages over $5M in premium, allowing the staff to spend less time on inbound calls and emails and more time on higher-value customer work. TruSummit credited GloveBox directly for helping them manage $25M in premium with only four CSRs.

TruSummit Insurance

Grant Weber

TruSummit Insurance