One CRM for 4,900+ agencies.
How San Florida, a leading SIAA master agency, replaced systems that could not keep up with its network with a CRM built to scale with it.
About the client
San Florida, a premier SIAA master agency, is a powerhouse in the insurance industry. With a network of over 4,900 independent member agencies spanning 48 states, the company is responsible for over $12.46 billion in premium, and is dedicated to giving its members the resources and support they need to grow.
The challenge
With thousands of agencies under its umbrella, San Florida had to manage a massive volume of data. The existing systems were not built for that scale. The result was operational inefficiency and a fragmented view of its member agencies, which held back strategic decision-making.
What we built
A custom CRM that holds one unified record for every member agency, with real-time data and reporting for leadership, designed from the start to keep scaling as the network grows.
Project results
Operational efficiency
The new CRM streamlined data management, reducing manual tasks and freeing staff to focus on high-value work.
Enhanced member support
With a unified view of each member agency, the San Florida team can provide more personalised and proactive support, strengthening relationships and loyalty.
Improved strategic insight
Real-time data and advanced reporting let leadership make informed, data-driven decisions for the whole network.
A foundation for growth
The scalable CRM lets San Florida onboard new agencies easily and expand its premium volume without outgrowing the system.
“You guys did the heavy lifting on our CRM project. The service was excellent throughout and I’d be happy to recommend you.”
Outgrowing your systems too?
Tell us what you are running on today. We come back with a plan, a team, and a timeline.