Case Study: Agency Revolution achieves 800% productivity gains and 30-second contract closes with PandaDoc

Agency Revolution Increases Sales Productivity 800%+ with PandaDoc

Agency Revolution, a Bend, Oregon–based marketing automation platform for insurance agencies and brokers serving over 3,000 agents, faced slow, manual proposal and contract workflows. The sales team sent just 3–4 proposals per week and spent more than an hour creating each using MS Word, printing, scanning and faxing, limiting productivity and sales growth.

After discovering PandaDoc through HubSpot CRM, Agency Revolution implemented PandaDoc Proposals to build templates, edit, send and track documents in one platform. This cut document creation from hours to minutes, enabled contract edits and closes in about 30 seconds, drove an 800%+ productivity increase, increased proposal volume, and freed the sales team to focus on growth.

Agency Revolution

Hayes Nelson

Director of Sales