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Case Study

Nationwide Title Insurance Company Boosts Client Retention and Automates Sales Processes with HubSpot

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41%

Decrease in Closed Losts

40%

Increase in New Prospects

$1M

$1+ Million Increase in Revenue

IMPLEMENT & INTEGRATE:

Building a Scalable Tech Stack

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The Client

 

Nationwide Title Insurance Company specializes in title insurance and settlement services for real estate transactions, helping to ensure property titles are valid and facilitating document and fund exchanges during closings. Operating across various regions with distinct teams and practices, they handle a high volume of transactions facilitated by over 200 sales reps.

The Problem

  • Inefficient transaction tracking and management at high volumes
  • Lack of a standardized process for managing client lifecycles
  • Poor client retention due to ineffective monitoring of transaction histories and interactions
  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

Nationwide Title Insurance - Problem

The Solution

  • Migrated from SugarCRM to HubSpot, integrating with ResWare for seamless data flow and transparency
  • Implemented standardized naming conventions and automated workflows for consistent contact management
  • Developed advanced reporting and alert systems to monitor client activity and retention risks
Nationwide Title Insurance - Solution Image

The Outcome

These metrics reflect substantial improvements in efficiency and effectiveness of Nationwide Title Insurance Company’s marketing and sales operations, driven by a more integrated and automated tech stack.
 
Ongoing support from Aptitude 8 ensures continued system optimization. Future integrations and training are planned to further reduce manual labor and enhance data management capabilities, securing sustained marketing success for Nationwide Title Insurance Company.
 
Note: This case study reflects work completed by The OBO Group prior to merging with Aptitude 8.




41%
Reduction in Closed Losts
41% reduction in closed lost instances in Q2 2022.
40%
Increase in new Prospects

41% increase in new prospects found in Q2 2022. 

17%
Prospect Conversion

17% conversion rate of prospects into opportunities.

$1M
$1M+ Increase in Revenue

$1M+ increase in revenue in Q2 2022.

The Tools

Former Tech Stack

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New Tech Stack

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About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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