Case studies
Agencies that transformed the way they operate.
Real quotes from real benefits agencies and brokers — from solo producers to multi-office firms.
"We were managing 200+ group renewals out of Excel and a 15-year-old Act! database. Contact Acceleration built us a SharePoint system that tracks every client, every renewal, and every open item. Our team finally knows what's due and who owns it."
Jennifer Walsh
Agency Principal · Walsh Benefits Group
"I had no visibility into what my producers were working on or which accounts were at risk. The dashboards show me pipeline, renewal dates, and service activity in real time. I actually know what's going on in my own agency now."
Marcus Delgado
Managing Principal · Summit Employee Benefits
"Our renewal workbench is the best thing that's happened to this agency in years. Every account, every carrier, every key date — all in one custom interface built around how a benefits agency actually operates."
Rachel Kim
Benefits Consultant · Keystone Benefits Advisors
"We had tried setting up HubSpot on our own and couldn't get it to fit how we sell group benefits. Contact Acceleration mapped out our exact process and configured it properly. Our close rates are up and our pipeline is actually accurate now."
Tom Brennan
Agency Owner · Brennan Group Benefits
"We had outgrown AgencyBloc but were scared to migrate. Contact Acceleration walked us through the whole transition, cleaned up years of messy data, and built something that actually fits how we work."
Sandra Okonkwo
Operations Director · Premier Benefits Solutions
"I'm a solo broker managing 80 groups. I didn't need Salesforce — I needed something affordable I could actually use. Contact Acceleration set me up with Zoho and it tracks everything: clients, carriers, renewals."
David Hartley
Independent Broker · Hartley Benefits Consulting