Introduction:

Insurance is an essential, yet often misunderstood industry. With thousands of providers and countless things to ensure, it’s not always easy to find the policy you need, or a provider you can trust.

In the case of Sutherland Insurance, their family-owned brokerage has been service Ontario residents & businesses for 5 generations, and are now one of the most well-respected insurance providers in the country. So how did they do it? Let’s explore.

Background:

Sutherland Insurance is known for its exceptional personalized service and high client retention rates, some lasting over a century. They sought to enhance their digital presence and approached us for assistance.

Digitl.ca's Approach:

Our collaboration with Sutherland Insurance was a perfect match, as both our companies shared a passion for focusing on customer retention and long-term enterprise value. Our agency understood Sutherland's need to maintain the personal touch that set them apart, while still harnessing the power of digital marketing to attract new clients.

What Set Digitl.ca Apart:

• Referral & Reputation: Sutherland was impressed by our solid reputation, and our presentation showcased a non-jaded perspective on insurance marketing.
• Thinking Outside the Box: Our ability to think creatively and systematically about the customer experience aligned perfectly with Sutherland's vision.
• Technical Execution: Our expertise in executing innovative ideas and delivering the desired customer experience was invaluable.
• Process-Driven: Our process-driven approach ensured smooth implementation and successful outcomes.

Notable Changes:

Over the past three months, everything began to click for Sutherland Insurance with the assistance of Digitl. Our agency’s advertising efforts resulted in substantial improvements:

• Impressive Retention: The last two months marked Sutherland's highest retention rates, even with the onboarding of new clients, demonstrating the effectiveness of our joint efforts.
• Record-Breaking Sales: Digitl generated additional leads, leading to the brokerage's largest sales month in terms of new-policy count and dollar value. Sutherland surpassed their previous record, selling 257 new policies in a single month.

ROI & Future Goals:

Sutherland Insurance's CEO, Zac, acknowledges the significance paid advertising pays in their future goals. Our agency understood that a focus on enterprise value and long-term retention outweighs a narrow focus on client acquisition cost. Sutherland has set aggressive yet sustainable scalability goals, supported by a comprehensive hiring plan to ensure their warm and personalized touch is retained as they grow.

Key Takeaways:

• Digitl played a vital role in Sutherland Insurance's recent success, contributing to increased sales and improved retention rates.
• Our agency's innovative and process-driven approach aligned well with Sutherland's vision and customer-centric philosophy.
• With Digitl’s support, Sutherland Insurance is well-positioned to achieve its ambitious long-term goals while maintaining its cherished personalized service.

Digitl and Sutherland’s collaboration exemplifies how a partnership founded on shared values and effective strategies can drive exceptional growth and success in the insurance industry.

Contact:

If you’d like to achieve similar results for yourself, simply schedule a call using the link below:

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