Case Study: Fleury Risk Management achieves automated prospect scoring and streamlined outreach with Insightly

Insightly makes it easier for Fleury Risk Management to track and engage each relationship throughout the buyer journey

Fleury Risk Management (FRM) is a small New York–based workers’ compensation insurance provider that helps schools and public entities manage regulatory complexity and control premiums. FRM needed a single source of truth to align and scale sales and marketing, increase prospect outreach and engagement, and eliminate fragmented databases and manual processes.

Upgrading to Insightly Professional and adding Insightly Marketing consolidated CRM, marketing automation, G Suite integration, customizable dashboards, prospect scoring, and project management on one platform. The result was automated, activity-based lead scoring and faster follow-up, clearer pipeline visibility, higher campaign ROI, a cleaner database, reduced administrative work, and more pipeline delivered with less effort.

Fleury Risk Management

John Fleury

President