Case Study: Rollo Insurance Group drives growth and strengthens customer relationships with InsuredMine

Rollo Insurance Group grows from 14 to 60 offices with InsuredMine

Rollo Insurance Group, a rapidly growing family-operated agency, faced challenges in managing its sales pipeline and integrating technology, which hindered its ability to efficiently track leads and strengthen relationships with partners and clients. Their primary goal was to empower sales producers with a technology solution to enhance performance, leading them to seek a CRM from InsuredMine.

By implementing InsuredMine's CRM platform, Rollo Insurance streamlined operations with a consolidated system that integrated with their existing tools like Applied Epic. The solution provided customizable sales dashboards and agent monitoring, which improved pipeline management and incentivized desired behaviors. InsuredMine enabled the agency to efficiently manage customer relationships and leads, fostering client engagement and driving sales revenue growth while maintaining their personalized service approach across all branches.

Rollo Insurance Group