Case Study: Turner Surety & Insurance Brokerage achieves 30% more accurate sales forecasts with Zendesk Sell

Turner Surety & Insurance Brokerage Nails Its Sales Forecast with Sell

Turner Surety and Insurance Brokerage, one of the largest privately held full-service insurance brokers in the US, faced fragmented sales tracking—reps relied on spreadsheets across nine offices, producing inconsistent data and unreliable forecasts. To solve this, Turner turned to Zendesk Sell as its centralized sales platform to replace shared Excel/Google spreadsheets and improve visibility and collaboration.

Zendesk Sell provided an intuitive, all‑in‑one solution with custom fields, Smart Lists, multiple pipelines and document storage, which encouraged consistent use and captured higher-quality data. As a result, Turner reported a 20% increase in the volume and variety of sales data collected and a 30% boost in forecast accuracy, enabling better sales intelligence, improved bid-analysis and more strategic marketing and service coordination.

Turner Surety and Insurance Brokerage

Kristen DeFilippe

Marketing Coordinator