Case Study: Compass Health Agency achieves 45% increase in deal success with Zoho CRM

US-based insurance agency achieves a remarkable 100% increase in customer response rates

Compass Health Agency, an Orlando-based insurance broker, was struggling to manage rapid growth while “drowning in data” — teams relied on Google Sheets and pivot tables, spent excessive time on calls, and lacked visibility to optimize their sales pipeline. To solve this, Compass Health turned to Zoho CRM to replace manual processes and centralize customer and sales data.

Zoho CRM delivered a fast, customized rollout (with premium onboarding) plus integrations across the Zoho One suite — custom fields, Blueprints, Zoho Flow, Zoho Campaigns, Kixie telephony and QR uploads — and dashboards that drive cross-team adoption and pipeline clarity. The results: deal success increased 45%, document collection rose from 40% to 85% in a week, the sales team began closing upwards of 200 deals a day, QR scans doubled response rates, younger prospects responded twice as often to text outreach, and previously reluctant employees are now twice as productive using Zoho CRM.

Compass Health Agency

Ripley F

Vice President