Case Study: USHEALTH Advisors boosts referral business with OutboundEngine

USHEALTH Advisors boosts referral business with OutboundEngine after 20 years of service

Regina Dortch, a licensed insurance agent at USHEALTH Advisors, faced the challenge of managing all marketing efforts alone while focusing on her sales and client service responsibilities. As a self-employed agent, she lacked the time and expertise to effectively handle backend marketing tasks like newsletters and staying in touch with her growing client database, which was vital for her business growth. She turned to OutboundEngine for a marketing automation solution.

OutboundEngine implemented a marketing automation service that managed outreach to Regina's network, including past and existing clients. The result was a significant strengthening of her referral business, particularly among small business owners. While the impact built over time, it consistently kept her name in front of her clients, reinforcing her presence in the industry. With OutboundEngine handling her marketing strategy, Regina was free to focus entirely on serving her customers.

USHEALTH Advisors