Skip to content

Client profile · Insurance

Small independent insurance agency

A small independent insurance agency that engaged Vantage Point to implement Salesforce as its system for managing client relationships and sales activity.

Maryland Client since 2020 1 engagement

What Vantage Point delivered

  • Implemented a new Salesforce org for the agency in 2020
  • Configured core objects and workflows around agency operations
  • Set up Salesforce to manage client relationships and sales activity

Platforms

Salesforce

Services

Implementation

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 desk with policy binders and a monitor in daylight Independent insurance agency

Independent risk and insurance advisory agency

Texas · Since 2019 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

We do not publish client names.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 →