Waypoint Agency, LLC is an independent truck insurance agency located in Gulfport, MS whose “Client-First philosophy is the foundation for everything [they] do.” They strongly believe insurance professionals need to genuinely understand the industries they serve and have invested time learning about the challenges trucking companies face every day – and invested the resources necessary to solve them.
Why did they need Carrier Software’s help?
They wanted to efficiently expand their business and gain more clients. They had previously subscribed to a different, but well known, source of truck insurance leads and were optimistic that the leads would provide a positive ROI. But at the time, the competitive leads were not helping them write more truck insurance policies. Being solely dependent on selling insurance for a livelihood, they were anxious to find a source for truck insurance leads that would generate more revenue.
Carrier Software Products Employed
As a small agency, saving time prospecting was a high priority. During a live personalized demonstration, the Carrier Software sales rep discussed their needs and showed them how DOT Leads could provide them with fresh and accurate leads, updated daily, using the FMCSA Database. There is no middleman to delay clients from receiving the most current lead information available anywhere! In just a few seconds, the user-friendly search filters enabled them to find the specific truck companies they wanted to write. In contrast to the competitive leads they were using, Carrier Software’s DOT Leads program includes an integrated CRM program, online Call Notes with Reminders and Email marketing. All information is easily tailored to download and import into directly into their existing agency management system.
The DOT Leads proved to be a huge time saver. The automatic reminders enabled them to keep track of each prospect with whom they spoke and alerted them when a follow-up was due. The activity status tracking allowed them to quickly find leads that were hot prospects, interested in a quote or with whom they closed the deal. After just a month and a half, they were excited to report that since signing up for Carrier Software’s DOT Leads for just a couple hundred per month, they had already written $120,000 in new truck insurance premium. The return on investment was over 1,000%.