Case Study: TWFG Ratliff Insurance achieves stronger client engagement with InsuredMine

TWFG Ratliff Insurance strengthens client engagement with InsuredMine, chosen by 1,000+ agencies

TWFG Ratliff Insurance, a family-owned agency, faced challenges with inconsistent client communication and engagement due to their reliance on direct mail and cold calling. To improve retention and streamline outreach, they implemented the InsuredMine CRM platform.

InsuredMine provided automated email and text campaigns, renewal pipeline automation, and real-time campaign analytics. This solution allowed the agency to send personalized communications and streamline renewals. According to the agency, InsuredMine enabled them to increase outreach efforts and maintain positive client feedback, improving long-term customer retention.

TWFG Ratliff Insurance