Case Studies

Client OverviewA fast-growing HVAC service company was struggling to manage customer inquiries, scheduling, and billing. Their Customer Service Representative (CSR) spent most of the day buried in admin tasks like updating service tickets, coordinating technician schedules, and processing invoices — leaving little time to focus on customers. The ChallengeAs service demand increased, the CSR became overwhelmed: “Our CSR was […]

A Connecticut mid-sized Insurance agency was experiencing significant growth selling auto and home insurance year after year.  They hired one producer then added another. The producers were selling two clients per day each on average. Problem 1: The producers were spending a great deal of time finding the clients, quoting, selling, and documenting the sale. The

Not all new marketing approaches are the best.  Top insurance agents have several lead generation strategies. Networking by creating contact spheres along with centers of influence is always the best but why not go back to the old-fashioned way of building x-dates on auto and home prospect. But, with a twist.  Scenario: A mid-sized independent Insurance

A national SEO company was spending over $600,000 per year paying for content creation.  Problem: Paying for content creation is expensive and takes up a great deal of the gross revenue your clients pay you. However, today AI can be an incredible tool to save time and money. Unfortunately, your clients trust and expect 100% top

A small SEO company was experiencing significant growth. Great customer service to manage the growth while keeping the customers engage and buying more services were crucial. Problem: The owner placed ads on indeed and other job posting forums but was not able to hire the required support based on the salary he could afford to