Case Study: My Insurance Solutions achieves consistent client engagement and referral growth with OutboundEngine

Making Marketing a Priority While Building a Business

My Insurance Solutions Inc., led by president Steve Cabezud, is a Santa Rosa–based insurance brokerage with 12 agents serving clients in 10 states. As Steve built his independent agency he juggled contract negotiations, agent recruitment and training, and daily marketing and sales responsibilities, leaving little time to maintain consistent client communication and stay top of mind with a growing network.

Steve partnered with OutboundEngine to automate and deliver regularly scheduled, high-quality content to his contacts. The service keeps his brand visible, educates prospects, builds his referral base, and frees Steve to focus on growing the agency and developing his agents.

My Insurance Solutions

Steve Cabezud

President