Case Study: Insurance Brokerage Company achieves 30% more new contracts with Revenue Grid

How full-service insurance brokerage firm expanded its business despite conflicting workflows

Insurance Brokerage Company, a full-service insurance brokerage firm, needed a way to expand into new investment and retirement planning units without creating workflow conflicts, duplicate records, and miscommunication across business units. They turned to Revenue Grid to help manage complex CRM and communication workflows across their sales teams.

Revenue Grid implemented automated data capture, advanced sync, and role-based filters across Salesforce and Outlook to keep contacts, opportunities, meetings, emails, and attachments properly organized for each unit. The results were strong: new contracts increased by 30% per business unit, new meetings per employee rose by 50%, and brokers in the retirement planning unit saved an average of 16 hours of productive time per week.