Case Study: Assure, LLC achieves major time savings and streamlined client nurturing with servis.ai's FreeAgent CRM

Bonni Loves Saving Time with FreeAgent Insurance CRM

Bonni Swinney, an independent agent at Assure, LLC, needed a simple, mobile-friendly CRM to manage and nurture clients rather than just store contacts. She chose servis.ai’s FreeAgent CRM to track where clients are in the sales process, automate personalized emails and reminders, and replace cumbersome Excel spreadsheets so she could focus on building stronger customer relationships.

servis.ai implemented FreeAgent CRM to automate follow-ups, send rule-based emails, sync calls and emails to contact records, and centralize contacts, applications, policies, and commissions in a secure, accessible platform. As a result, Bonni saved time on setup and ongoing administration, never misses opportunities to increase renewals thanks to reminders and automated outreach, and now has all client activity tracked in one place for better retention and efficiency.

Assure, LLC

Bonni Swinney

Insurance Agent