By shifting from lead capture to a repeatable digital quoting workflow, TRB empowered agents to focus on high-intent shoppers—turning online traffic and branch referrals into bound policies more consistently.
What you'll learn:
- Why form‑fill “leads” slow shoppers down & cost agents time
- Why intent visibility mattered as much as digital quoting
- How improving the customer experience help agents close faster
- How this model scales across branch referrals and online traffic
- Timeline to launch, key pitfalls, learnings & best practices
