Period: 2016

Client: Morgan Insurance Agency

Subject: Need online presence

Small commercial insurance brokerage, needed an automated back office solution to manage book of business efficiently. Also needed an online presence.

Our Task Was

Find a backoffice solution tailored specifically for insurance brokers.

Create online presence:

  • website
  • social media accounts
  • marketing


We spent hours testing software, attending webinars and held phone conference calls.

  • Tested several different software solutions
  • Discussed goals with client
  • Worked together to build website and brand
  • Implemented automated systems to manage book of business
  • Planned a strategic launch to include social media posts and email campaigns


  • Streamlined back office software with automation. Integrated with phone system and electronic signing capabalities.
  • Revamp of brand, logo, website, business cards and email signature.
  • Opening of social media accounts


Full functioning office, dynamic and responsive website, new logo, revamped brand, online presence.