Customers success story
TWFG Curtis Caster Insurance: A Journey from a Manufacturing Executive to Insurance Mogul
Boosting business to $1 Million in six months through enhanced client retention and operational control
Overview
Curtis Caster, with 22 years in business management and 11 years in insurance management, founded and operates an independent insurance agency under the TWFG (The Woodlands Financial Group) banner. Following a successful career in manufacturing and warehousing management, Curtis sought a less stressful and more flexible career. His agency, known for its personal client relationships, primarily serves personal insurance needs (90%) with a smaller focus on commercial insurance (10%).
Challenges
Before integrating InsuredMine into his operations, Curtis Caster employed Six Sigma process controls to manage his agency. While effective in maintaining quality and process control, Six Sigma proved to be time-consuming and less efficient in handling the dynamic needs of an insurance agency. This inefficiency prompted Curtis to seek a more streamlined and productive solution.
Discovery and Selection
Curtis first learned about InsuredMine through a TWFG announcement. When evaluating various options, he prioritized ease of use and the ability to implement positive process controls effectively. InsuredMine stood out due to its capability to conform to the situation at hand effectively and efficiently, leading to his decision to integrate the platform into his agency’s operations.
Implementation and Adoption
The implementation of InsuredMine was continuous and ongoing, supported by their training and customer service, which simplified the adoption process. Curtis particularly utilized the following features:
Task Management
Email Campaigns
Text Campaigns
Scheduler
Form Creation
Business Analysis
Impact of InsuredMine
Customer Retention
Customer retention improved by 11%. The agency's client-centric approach resulted in high levels of customer satisfaction and loyalty.
Scalability
InsuredMine’s tools support future growth and scalability, aligning with Curtis’s vision for expansion. Since starting with InsuredMine, he has grown his book of business to over $1 million in under six months.
Operational Control
Enhanced control over day-to-day operations and strategic planning through comprehensive management features. The allocated time is now achievable.
“Since starting with InsuredMine, I've grown my book of business to over $1 million in under six months.”
Curtis Caster
Future Outlook
Looking ahead, Curtis envisions InsuredMine playing a central role in managing daily operations and supporting future growth through acquisition and marketing. He aims to achieve total management control and expand his influence within his client catalog.
“The InsuredMine CRM has absolutely changed our day-to-day activities. Time allocation became more achievable, leading to better productivity.”
Curtis Caster
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About InsuredMine
Chosen by over 1,000 independent agencies, InsuredMine is your go-to sales and marketing platform with industry-leading integrations. Everything sales, marketing, and analytics, in one platform to help manage the entire customer journey from lead to renewal. Learn more by visiting www.insuredmine.com and experience how InsuredMine can help you in automating and optimizing business processes.
