Case Study: Robnett Integra Insurance Services achieves increased qualified referrals with OutboundEngine's Referral Engine

How Referral Engine Helped a Local Insurance Agency Grow

David Robnett, owner/agent of Robnett/Integra Insurance Services, left a 22-year corporate franchise to open his own agency and offer more competitive rates. With reputation and client relationships central to his business, he needed a reliable way to build his brand and automate referral requests and follow-up beyond in-person asks.

He signed up with OutboundEngine and its Referral Engine, using automated email and social media campaigns to prompt quarterly referral submissions that arrive directly in his inbox. The program has generated numerous qualified referrals, clients praise the professional look of communications, and the automation frees David to focus on finding the best offerings for customers and growing his business.

Robnett Integra Insurance Services

David Robnett

Owner / Agent