Skip to content

Client profile · Insurance

Independent risk and insurance advisory agency

An independent insurance agency providing risk and insurance advisory services to businesses. Vantage Point implemented and enhanced Salesforce and Pardot, then supported the firm through managed services.

Texas Client since 2019 7 engagements

The challenge

The agency needed stronger opportunity tracking and cross sell visibility across its producers, along with a marketing platform for lead nurturing.

What Vantage Point delivered

  • Implemented Pardot for marketing automation and lead nurturing
  • Rolled out High Velocity Sales with Lightning Dialer
  • Enhanced opportunity management and reporting dashboards
  • Enabled cross selling tracking and Chatter collaboration
  • Delivered ongoing managed services and retainer support

Platforms

SalesforceSales CloudMarketing CloudAccount Engagement (Pardot)

Services

ImplementationMarketing automationOptimizationManaged services

Similar clients

Conference table with insurance documents and a laptop in a modern brokerage office with natural light Independent insurance brokerage

Regional insurance brokerage and agency

Iowa · Since 2021 Insurance agency office with monitors and coverage binders in natural light Independent insurance agency

Regional independent insurance agency

Wisconsin · Since 2024 Quiet insurance office desk with a laptop and policy documents in soft daylight Life insurance carrier

Direct-to-consumer life insurance carrier

Washington · Since 2021 Organized insurance filing folders and documents on a tidy office desk near a window Insurance industry association

Insurance industry association

West · Since 2021

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →