Case Study: Taylor Insurance Services achieves $120,000 in new revenue with Quickbase

How Taylor Insurance Services Drove $120,000 in New Revenue with Quick Base

Taylor Insurance Services (TIS), a family‑owned employee benefits and financial services firm in Valdosta, GA, was struggling to manage more than 85,000 policies covering some 50,000 people on an overloaded Microsoft Access database that crashed frequently, was costly to modify, and provided little insight—while off‑the‑shelf CRMs didn’t match their workflows and their IT budget was modest.

Working with Quick Base solution provider Sympo, TIS built a customized Quick Base CRM that centralized policy, claim and document data (including 260,000 scanned images), provided web‑ and mobile access for field staff, and enabled advanced reporting. The new system uncovered upsell opportunities that generated $120,000 in additional premiums in one quarter, cut inbound field calls by 21%, and delivered a scalable, flexible platform that fits TIS’s processes.

Taylor Insurance Services

Trey Taylor

CEO Taylor Insurance Services