Case Study: The Waite Company achieves 5-minute reporting and faster invoicing with Insightly

Insightly helps The Waite Company manage community education for a key public sector client

The Waite Company, a New Mexico PR firm founded in 2012, manages community education and outreach for the New Mexico Health Insurance Exchange (beWellnm) across 26 programs and 33 counties. Relying on dozens of spreadsheets made tracking activities, monitoring progress, and generating invoices slow and cumbersome, so the agency needed a streamlined solution for contact management, reporting, and program oversight.

Implementing Insightly CRM turned multi-day reporting into a five-minute task, enabling faster invoicing, improved cash flow, and reduced administrative work. Shared access with beWellnm increased transparency and collaboration, while opportunity and reporting features helped flag follow-up needs—benefits the Waite Company plans to extend company-wide.

The Waite Company

Jason Marshall

Program Director