Case Study: Caldwell Roach Insurance achieves 450-hour renewal savings with Trufla’s Retention X-Ray

Caldwell Roach Insurance saves 450 hours with Trufla Technology

Caldwell Roach Insurance, a locally owned brokerage, faced challenges in effectively managing a high volume of policy renewals amidst rising premiums and market pressures. To streamline this process and enhance client retention, they partnered with Trufla Technology and implemented its AI-driven retention tool, Retention X-Ray.

By using Trufla's Retention X-Ray to automatically flag policies needing attention, Caldwell Roach dramatically streamlined its renewal workflow. The solution saved them approximately 450 hours in a single month, empowering brokers to focus strategically and maintain a 98% retention rate among reviewed clients. Trufla's solution, complemented by the adoption of its truMobile app, significantly increased the brokerage's operational efficiency and client engagement.

Caldwell Roach Insurance