Skip to content

Case Study

U.S. Insurance Broker Breaks Down Silos & Achieves Unified Growth with HubSpot Implementation

Insurance - Case Study Badge-1
Insurance - Case Study Banner

200
+

200+ users onboarded

↓

Reduced time spent on admin tasks

100
%

100% increase in sales visibility
IMPLEMENT & SCALE:
Revamping Insurance Sales with HubSpot
Frame 153

The Client

 

Established in 2011, this U.S. Insurance Broker specializes in a variety of insurance lines, including personal and commercial insurance, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. With more than 170 offices, the company continues to expand its reach and services through strategic partnerships.

The Challenges:

  • Scalability Challenges Amidst Rapid Growth: Difficulty in onboarding and aligning new agents with the company’s standardized sales processes across multiple locations.
  • Data Fragmentation and Communication Breakdowns: Existing systems were not able to provide a consistent approach to managing customer relationships, leading to data silos and inefficient communications.
  • Inadequate Sales Pipeline and Reporting Capabilities: The previous tech stack offered limited visibility and control over the sales pipeline, complicating management and decision-making processes.
  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

Insurance - Problem Learning

The Solution:

  • Comprehensive HubSpot CRM Implementation: Unified sales and marketing efforts under one system to centralize data and streamline operations across all offices.
  • Custom Workflow and Data Integration: Tailored business processes through customized workflows and integrated data systems to enhance functionality and user experience.
  • Multi-Stage Team Training and Support: Rolled out extensive training programs and provided ongoing support to ensure all team members could effectively use the new CRM system.
Insurance - Solution Image

The Outcome

The outcome of implementing HubSpot for the client represents a comprehensive overhaul of the company's sales and marketing processes, significantly enhancing operational efficiency and strategic capabilities. Through a detailed initial assessment and the creation of a customized business process map, we helped migrate crucial data, develop new business processes, and implement advanced features like custom objects, workflows, and automated reporting within HubSpot.

As a result, HubSpot now sits at the core of the company's operations, offering a 100% increase in the visibility of the digital sales pipeline. The sophisticated use of HubSpot's Enterprise Edition allows for intricate automation and sophisticated data handling, which supports dynamic sales and marketing strategies. These enhancements have not only streamlined operations but also equipped the company with the tools necessary for effective decision-making and rapid adaptability to market changes.

Note: This case study reflects work completed by The OBO Group prior to merging with Aptitude 8.
200
200 Users Onboarded
200 HubSpot users effectively onboarded, enhancing user adoption and operational efficiency.
100%
100% Increase in Visibility of Digital Sales
100% increase in visibility of the digital sales pipeline, facilitating better resource management and strategic planning.
↓
Saved Time
Significant reduction in time spent on administrative tasks, boosting overall productivity and enabling focus on core competencies.

The Tech Stack

logo-hubspot-FC Marketing Hub Sales Hub

What the implementation team is saying..

–APTITUDE 8 TEAM

"Our goal with the client was to facilitate better management and sales-pipeline visibility, along with giving their client advisors the sales tools they needed to become more efficient and productive," said Jen O'Connell, Principal Growth Manager at Aptitude 8. "Over the last three years, our partnership has grown, and we've helped them onboard and train more than 200 current HubSpot users."





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.

HAVE A SIMILAR PROJECT YOU NEED HELP WITH?

Contact Us!