Case Study: Rock Creek Insurance achieves drastically increased referrals and faster client responses with Text Request

How Text Request gave them the right tools for their grade A customer service standards

Rock Creek Insurance, an independent property and casualty agency in Chattanooga, TN, needed a way to give clients personal, on-demand service (including nights and weekends) while keeping conversations organized and compliant. Rock Creek turned to Text Request’s texting platform after finding that personal phones couldn’t track who they’d spoken with, whether issues were resolved, or efficiently collect information from multiple clients.

Text Request’s dashboard, with time-stamped message archiving, unread flags, templates and bulk sends from the address book, let Rock Creek automate info requests and run a referral workflow linking to their online quote portal. As a result, clients now respond within minutes instead of days, Rock Creek reports a drastic increase in customer referrals and a huge growth in quote requests, and the agency can professionally track and close conversations using Text Request.

Rock Creek Insurance

Christina Nuar

President