Customers success story
Navigating Market Challenges: How InsuredMine Propelled Justin Effler to Triple Growth in California's Insurance Crisis
Amidst California’s insurance crisis, Justin Effler, Branch Owner at Jetcod Services Inc, leveraged InsuredMine to achieve remarkable growth. By integrating InsuredMine’s pipeline management and e-signature tools, Effler managed to streamline operations, maintain high service quality, and handle a surge in demand.
Challenges
Justin Effler is an Agent and Branch Owner at Jetcod Services Inc, operating under The Woodlands Financial Group (TWFG) in Simi Valley, California. With 13 years of experience in the insurance industry, Justin and his two business partners run a thriving agency focused on personal and commercial insurance lines. The agency values community support, staff development, and exceptional customer service to protect clients’ families and assets. Justin Effler single-handedly oversees agency operations for the team, and proudly reports that his agency has taken client service up a few notches since becoming an InsuredMIne customer.
Challenges
Jetcod Services Inc is navigating a challenging insurance market in California, where many insurers are leaving the state. Despite this, TWFG has access to most carriers, enabling them to meet high demand and grow at a 3x rate in recent years.
Managing the influx of new business and maintaining quality service has been a significant challenge but also a key area of growth for the agency.
CRM Implementation
Justin primarily uses InsuredMine for pipeline management, ensuring he stays on top of leads and client communications. The team also uses the e-signature portal extensively. Key features of InsuredMine that have been particularly beneficial include:
Pipeline Management
The pipeline feature helps the team track referrals, manage prospects, and the process from quoting to issuing policies, ensuring no leads fall through the cracks.
Reports
Provides detailed insights into the agency's book of business, including top carriers, written premium per carrier, and client distribution.
E-Signature Portal
Used daily by the team for obtaining electronic signatures on documents, the e-signature feature in InsuredMine is praised for its visual appeal and ease of use. Justin describes, “InsuredMine's eSignature tool sets a new standard in document management, offering intuitive functionality that enhances both efficiency and visual appeal, compared to HelloSign.”
Campaigns
Though not fully utilized, this feature allows them to share mass communication with clients via email and text on a larger scale.
From adopting InsuredMine, our agency has experienced significant gains in efficiency and client satisfaction. The pipeline management tool has been crucial in keeping us organized during a surge in referrals and inquiries. Automated campaigns have saved us valuable time, allowing us to concentrate on strategic growth initiatives, leading to a remarkable 3x growth rate over the past year."
Future Outlook
Looking ahead, Justin plans to leverage more of InsuredMine’s features, particularly the campaign management tools, to further grow the agency. He also sees potential in expanding the use of e-signatures and exploring additional CRM functionalities to enhance client engagement and retention.
I utilize InsuredMine every day, primarily for the pipeline to stay in front of my insurers and referrals. In the future, I see myself growing in running a lot more campaigns to grow our business that way.
Justin Effler
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