Case Study: USHEALTH Advisors achieves stronger referrals and consistent client engagement with OutboundEngine

Putting the Power of a Full Marketing Team Behind One Person

Regina Dortch is a licensed insurance agent with USHEALTH Advisors based in Dallas who spends her days fielding national calls, setting appointments and hosting webinars—leaving little time for the marketing and follow‑up needed to keep past clients engaged. As a self‑employed agent with 20 years of customer‑service experience, she needed a way to stay visible and nurture referrals without doing the time‑consuming back‑end work herself.

Regina partnered with OutboundEngine for marketing automation and regular newsletters that manage her growing database and keep her name in front of prospects and clients. The result: stronger referral business—especially from small business owners—renewed awareness among long‑time contacts, and more time for Regina to focus on serving customers and mastering the insurance market.

USHEALTH Advisors

Regina Dortch

Licensed Agent