Case Study: Georgia's Family-Run Insurance Agency doubles profit and boosts revenue with Zywave's Intygral

Infusing a traditional agency with new insurance marketing and sales methods

A family-run Georgia insurance agency led by the founder’s daughters struggled with outdated systems, poor lead quality and low morale; with nine employees and an aging process that lacked CRM-driven workflows ("wrong people on the bus"), the agency found it hard to attract and engage quality leads or scale revenue.

By adopting Intygral’s automated marketing, centralized CRM and targeted team training, the agency improved lead quality, streamlined sales and shifted workplace culture. Within a year they reported a 13% increase in revenue, a 20% rise in premium levels and 100% profit growth, plus higher policy counts and a more engaged, stable team.