Case Study: The Lead Exchange achieves reliable operations and improved agent communication with Zoho CRM

The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM

The Lead Exchange, powered by Insurance Express, is a small B2B homeowner’s insurance writer in Florida that works with a network of over 200 partner agents. After their previous CRM, AgencyIQ, failed following an update—rendering the system unusable for three weeks and cutting off business from some 75–80 connected agents—The Lead Exchange set out for a reliable, easy-to-use, and customizable platform with workflow automation. They selected Zoho CRM (with customization via Zoho Creator) to replace the failing system.

Zoho CRM delivered fast sales support, a trial period, and a straightforward, problem-free implementation that The Lead Exchange was able to customize immediately. The switch to Zoho CRM improved productivity, streamlined communication with partner agents, and eliminated the outage risk that previously prevented them from receiving business—outcomes the company credits with restoring reliable operations and protecting revenue.

The Lead Exchange

Garrett Mitchell

Director of Agency Sales