Maturity Assessment
Stop guessing. Our Maturity Model Assessment Tool is a simple web application that walks you through a quick series of questions about your agency's processes, technology, and data strategy.
The Insurance Agency Leadership Series: Automation in Action
Interview with Shannon McSwiney
Director of Marketing at Delta Dental of NC
Automating Growth
Inside Delta Dental's Marketing Transformation
In this exclusive interview, strategic leader Shannon McSwiney reveals how Delta Dental transformed its small, nimble marketing team from using disparate systems to running a unified, highly efficient operation. Discover how they leveraged HubSpot’s integrated CRM and CMS to achieve critical automation, enabling them to "do more with less." Shannon walks through the specifics of a small business campaign workflow that successfully doubled their outreach and provided crucial attribution data.
Agency leaders will learn actionable lessons on starting small, the power of organizing all assets under a specific campaign structure, and the vital role of technology in ensuring data hygiene and measurable results. Watch now to gain a framework for strategically integrating your tech stack to drive significant bottom-line growth.
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Agency Tech Stack
Our Technical Stack provides a clear blueprint. It shows how these critical pieces connect to eliminate data silos, automate workflows, and provide the real-time pipeline visibility you need to lead with confidence.
Maturity Model
See the complete Insurance Agency Maturity Model. This framework breaks down the four key pillars of a modern agency (Strategy, Sales Ops, Client Servicing, and Tech & Data).