R. Robertson Insurance
The Client
R. Robertson Insurance Brokers Ltd. is a family-owned and operated insurance brokers that offer expert advice on a wide range of cottage insurance programs. The Robertson family a proud provider of their well-know R&R Plan that provides protection and peace of mind to cottagers.
The brokerage's mission is to provide the highest-quality personalized customer service and insurance expertise for a wide variety of cottage, seasonal, secondary and rental Insurance programs. The R. Robertson Insurance team takes great pride in knowing its customers, meeting their needs, and providing the benefit of a one-on-one working relationship.
The Challenge
Greg, the President of R. Robertson Insurance Brokers Ltd., wanted to bring their website up-to-date as well as create a custom cottage insurance calculator and quoting tool.
The old website was not mobile responsive and not aesthetically pleasing. The user experience was less than ideal compared to the competition and left visitors with a poor first impression of the brand.
Matt and Dan from Digital Shift took the time to build a relationship with Greg and Ross and took the time to fully understand their current challenges and expectations.
The Solution
A brand new mobile responsive website and a custom insurance calculator was created. The design was fresh and modern while respecting the client's family roots and story.
The new design was appealing, and the flat modern icons emphasized the benefits of working with the Robertsons. Most importantly, the online calculator allowed prospective buyers to instantly generate an online quote in 26 seconds after answering ten straight-forward questions.
Lead notification for phone calls and webforms is instantly and automatically sent to Greg and his team, now allowing for better service and faster follow-ups. Moreover, automated emails and follow-ups now make it easy for prospects to continue their progress from where they left off as well as get reminders and additional information quickly and conveniently.
These new tools also increased data collection and automation making is a breeze to nurture relationships and provide better service.
The Result
The technology and solution implemented improved efficiencies and data accuracy as well as lead response times.
The new design, improved audience targeting, and conversion-optimized best practices directly contributed to a conversion rate increase of 58% within one year as well as 217% more leads generated.
The Robertson Insurance team is now able to service more customers faster, utilizing its new digital marketing solution from Digital Shift.
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