Insurance — CRM / ERP Case Study
Independent insurance agency writing personal lines in Greater Orlando. Orlando FL • B2C • Compliance.
Orlando insurance shoppers expect a fast callback, but TCPA mistakes can torch a book of business. We wired CRM so speed and compliance moved together — consent captured once, routed correctly, and followed up without crossing lines.
Results
- < 90 sec — First Contact Time
- 100% — Consent Logged
- 2.3x — Quote Starts