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Guided Solutions Drives Insurance Growth with Total Expert for Salesforce.

Published by Total Expert

Guided Solutions, an insurance brokerage firm under Baldwin Risk Partners, integrated Total Expert with Salesforce to enhance customer engagement. This integration allowed brokers to automate and personalize client communications, improving efficiency and compliance. Within a month, Guided Solutions streamlined their sales processes, leading to higher conversion rates and better management of client interactions. The platform's capabilities enabled the creation of over 200 branded Medicare collateral pieces, supporting brokers during peak selling seasons. Moving forward, Guided Solutions plans to leverage more advanced marketing tools, including personalized campaigns and a digital wallet for sales incentives, to further drive growth and customer retention.

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