Case Study: Tennessee's Property & Casualty Insurance Policies and Service Agency achieves controlled organic growth and $152,500 in new premium with Zywave's Intygral

How a Tennessee Agency Controls its Organic Growth

A full-service Tennessee property & casualty agency led by Vice President Tanya turned to Intygral after realizing that a strong service culture wasn’t enough to drive growth. The agency faced lost leads and missed sales, no formal workflows, inefficient producer task management, and poor measurement — meaning revenue was being left on the table.

Intygral implemented automated, persona-driven email campaigns (including recurring quote reminders), a Producer Dashboard for real-time lead alerts and task tracking, and a standardized account-rounding process to drive proactive selling. In four months the agency saw email open and click rates above industry averages (21% open, 3% click-through), generated 70 new policies worth $104,000 premium, added 9 cross-sell policies worth $48,500, and closed 468 actions while triggering dozens of round-out and x-date tasks.