Elite Insurance Partners saved $100k in ad spend over 12 months after adopting Salesforce.
Founded in 2014, Florida-based Elite Insurance Partners specializes in finding the most affordable products for the senior market. Thanks to its innovative leadership, the Elite team has grown from three to more than 80 strong. “Fast growth brings new challenges, and technology is a big part of that,” says Co-Founder and CEO Jagger Esch. “If you don’t have the right tech and marketing, you won’t be able to really grow your company.”
Jagger and his team partnered with Accelerize 360 when the firm first adopted Salesforce. “Working with Accelerize 360 has made our lives a million times easier,” he says. “We’re able to focus on what we do best, which is finding new team members, marketing and working with our carrier partners.” Since those early days, Accelerize 360 has delivered more than 50 projects for Elite.
A growth mindset and a commitment to digital transformation at Elite have been critical to their success. “That’s why we’ve been able to stand out above and beyond some of the players that have been in the industry for 15, 20, or 30 years…because we could adapt.”
Standing out in an industry dominated by big players can be tough. Elite wanted to improve efficiency and accomplish more with less. Here were the challenges: