Case Study: Aguilar Insurance achieves more sales and saves 5 hours per week with Podium

Mario Aguilar Insurance wrangles customer communication in the heart of Texas

Mario Aguilar Insurance, a local Andrews, TX agency serving 1,500+ customers with three full‑time employees, was bogged down by time‑consuming phone calls and fragmented customer communication—customers frequently couldn’t find insurance cards and staff spent too much time on redundant messaging. To centralize communications and reduce administrative drag, Mario turned to Podium and its Messaging Platform.

Podium rolled out the Messaging Platform across the team, creating text templates and workflows so staff can quickly message new and existing customers; the shift cut phone volume, reclaimed about 5 hours per week, improved cross‑selling and promotions, and helped the agency close more sales. With Podium in place, Mario Aguilar Insurance streamlined customer contact, boosted productivity, and freed the team to focus on growth.

Aguilar Insurance

Mario Aguilar

Owner and Operator