Case Study: LSM Insurance achieves streamlined broker management and time savings with TeamDesk

LSM Insurance - Customer Case Study

LSM Insurance, one of Canada’s leading insurance agencies, faced challenges managing broker information and compliance using Excel, which made tracking multiple variables and workflows difficult. To address this, they began using the TeamDesk online database to centralize data and improve broker management and workflow follow-up.

TeamDesk implemented a customizable web database—supported by a helpful implementation team—that enabled LSM Insurance to manage compliance documents, broker relationships, bonus rates and sales in a single environment. As a result, LSM Insurance saved a lot of time, became more effective in operations, and now maintains all data centrally using TeamDesk.

LSM Insurance

Elisabeth Prosper

Office Manager