How TruSummit Insurance Manages Their $25,000,000+ Agency With Only 4 CSRs
About TruSummit Insurance
$25M Premium Agency
Independent P/C agency with a combined mix of personal and commercial lines business.
Licensed In 14 States
Domiciled in CA with 4 office locations. The team is spread out between CA, PA, CO, TX, and ID.
4 Full Time CSRs
Four full time CSRs manage the agency book of business of $25M (1 CSR per $5M in premium)
The Challenge
Scaling the agency from $5M to $25M in written premium made maintaining high profitability challenging.
The Solution
Grant implemented GloveBox to provide a self-service option to clients and reduce their service expenses.
The Results
50% Client adoption and a service team that handles over $5M in premium per CSR.
How TruSummit Succeeds With GloveBox
We use GloveBox to reduce the number of inbound service requests. Our customers are using the mobile app, or our website to handle the majority of the basic service work that used to take up all their time.
The GloveBox team was able to help us roll out invites to all of our customers. From there, we made sure to always tell clients to download our app. We also did simple thing like adding the invite link to all our email signatures. We made everything simple for our clients, and were intentional about always telling them how to download the app.
They LOVE it! It has reduced the time they spend taking calls or emails from frustrated clients requesting basic service. Now, instead of dealing with clients who are annoyed, they get to spend time doing things that bring more value to the customer relationship.
"Each CSR handles 2X the amount of premium that you typically see in a manual style agency, and I relate that directly to GloveBox."
Grant Weber
TruSummit Insurance
What's Included With GloveBox
Agency iOS & Android Apps
Make it simple for your customers to handle the unprofitable, basic, manual work that slows your agency down.
"ClientHub" For Desktop
A comprehensive browser client portal that you can host on your agency website.
PolicyAssist ™
Mobile and web service forms on that pre-fill your customers data and information when requesting an endorsement.
Direct Carrier Connections
Active Policy Monitoring offers your clients direct carrier connectivity which makes self-service easy.
GloveBox Is Trusted By 600+ Agencies
Reduce Your Service Expenses & Increase Your Agency Profitability Today
The key to increasing your agency profitability is to help clients handle their own basic service needs, and it’s only made possible with GloveBox.