The challenge
The agency tracked customers, policies, and performance in Google Sheets, creating data silos, and needed a private sharing model plus telephony integration for secure inbound call handling.
What we did
- Their spreadsheet structure mapped into Leads, Accounts, and Opportunities with insurance-specific fields for carriers, policy types, and commissions
- Org-wide defaults set to private, with rules exposing closed-lost records after 14 days
- Dashboards for individual and team performance, replacing manual spreadsheet tracking
- Scoped CTI integration for secure screen pops that respect contact privacy
The results
The agency gained a centralized, scalable CRM with simplified layouts for agent adoption, real-time performance dashboards, and a private sharing model that met its security requirements.
It’s cool to see that you guys get what’s in our brain — we’re on the same page.
Client, Insurance