Case Study: Triton Insurance Agency increases premium and retention with InsuredMine CRM

Triton Insurance Agency boosts premium 36% with InsuredMine

Triton Insurance Agency, a growing South Florida-based provider of personal and commercial insurance, faced the challenge of staying connected with its large client base to prevent loss and manage renewals as rates increased. Doing this efficiently at scale was difficult. To address this, they turned to the vendor InsuredMine for a CRM solution to automate sales and renewals and better nurture leads.

By implementing InsuredMine's CRM, Triton was able to automate processes, save time, and empower its sales team to focus on selling instead of repetitive tasks. The solution provided by InsuredMine enabled the agency to stay on top of customer data and understand the optimal time to reach out. This resulted in a 36% increase in premium payments, a 2% boost in retention rates, and a 12% growth in policy volume over a year.

Triton Insurance Agency