Case Study: John E. Peakes Insurance Agency Inc. achieves 25% revenue growth and 35% more policies with Zywave's Intygral platform

Creating a Repeatable Insurance Sales and Marketing Process

John E. Peakes Insurance Agency Inc., a 14-person P&C-focused agency in Lancaster, CA, selected Intygral as its sole sales and marketing platform to solve inconsistent service and a lack of accountability. Each rep handled quotes and cross-sells differently, making follow-up and performance measurement difficult; the agency needed a centralized system to improve prospecting, client communication, and increase annualized premium.

Intygral provided a customized CRM, marketing automation, a responsive website and training to shift the agency from a reactive service model to a proactive sales culture—standardizing follow-up, improving referrals and capturing more leads. The result: a 25% increase in revenue, a 35% increase in policy count (from 3,978 to 6,103), broader quote requests across California, stronger retention and more referral-driven business.

John E. Peakes Insurance Agency Inc.

Chad Peakes

Vice President of Sales