Case Study: TWFG Curtis Caster Insurance boosts retention and growth with InsuredMine CRM

TWFG Curtis Caster Insurance grows book of business to $1 million in under six months with InsuredMine

TWFG Curtis Caster Insurance, an independent agency founded by a former manufacturing executive, faced operational inefficiency. While using Six Sigma process controls provided quality management, the system was too time-consuming for the dynamic needs of the agency, prompting a search for a more streamlined solution. This led them to the InsuredMine CRM platform.

By implementing InsuredMine, the agency gained enhanced operational control through features like task management, email campaigns, and business analysis tools. This solution had a measurable impact, improving customer retention by 11% and enabling the agency to grow its book of business to over $1 million in under six months. InsuredMine provided the scalability and control needed to support the agency's continued growth and vision.

TWFG Curtis Caster Insurance