Case Study: Trailstone Insurance Group achieves searchable SOPs and self‑sufficient onboarding with Trainual

Providing Searchable SOPs And Self-Sufficient Onboarding

Trailstone Insurance Group is an independent insurance agency operating across Colorado, Arizona, Washington, and Idaho; owner Mark Rodgers needed a better way to onboard remote agents and protect company knowledge after documents stored in Google Drive and Dropbox were frequently modified or disappeared. The lack of admin controls and a scalable onboarding process made it difficult to maintain consistent procedures as the business grew, so Trailstone sought a dedicated knowledge management solution.

Trailstone migrated its SOPs, recordings, and process documentation into Trainual, using its searchable platform, role-based editing controls, and embedded videos to create self‑guided onboarding. As a result, Trainual helped Trailstone nearly double its team with 15 new hires in 18 months, cut onboarding time from 3–5 days to about 1.5 days, eliminated surprise edits, and freed operations staff to focus on higher‑value work.

Trailstone Insurance Group

Mark Rodgers

Owner and Agent