Guided Insurance Solutions, LLC Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
February 16 2023 - 10:00AM
Business Wire
Rapidly growing insurance brokerage firm taps
platform to modernize marketing and strengthen sales relationships
with new and existing customers
Guided Insurance Solutions, LLC, an indirect subsidiary of BRP
Group, Inc. (NASDAQ: BRP) (“Guided”), has decided to collaborate
with Total Expert to deploy its customer engagement platform across
its insurance operations. The platform will enable Guided’s staff
to better manage previously time-consuming sales and marketing
tasks more efficiently while allowing Guided to expand its
insurance solutions offerings across a customer’s life journey.
Guided helps its clients identify the best insurance coverage
for property, vehicle, umbrella, small business, life, and
Medicare. Due to the nature of its business, strong customer
relationship management and hyper-personalized marketing are
critical components of Guided’s plans to provide customers with
multiple solutions to their evolving risk management needs.
“I first became aware of Total Expert during previous roles in
the mortgage industry, and experienced the platform’s unique
benefits firsthand. It has tremendous potential to help the Guided
team connect with new and existing customers through all stages of
their life,” said Melanie Marsh, Senior Director of Marketing at
Guided. “We are truly excited to implement Total Expert and think
it will be a total game changer for our marketing and lead
generation efforts.”
As Guided has experienced rapid growth, its staff have used a
range of marketing tactics and tools, but lacked a cohesive
technology solution that could provide agents with best-in-class
content that is easy for them to retrieve and deploy. Leveraging
Total Expert, Guided will be able to efficiently aggregate key
sources of customer data into one platform to surface new leads and
opportunities that would have otherwise slipped through the cracks.
The platform will also help Guided better support customer
retention by enabling agents to meet consumers where they are and
become their trusted insurance advisor.
“Total Expert has a proven track record of successfully helping
modern financial institutions deliver the perfect customer journey
across all of life’s financial milestones. We are thrilled to team
up with Guided and enable a modern, personalized marketing
approach,” said Joe Welu, founder and CEO of Total Expert.
“Insurance consumers’ needs evolve based on life events, which
calls for a trusted advisor to guide them through complex
decisions. Total Expert generates a complete profile for every
customer, which provides precisely the right communications and
engagement at the right time. We look forward to empowering Guided
to develop deeper customer connections, while driving growth and
loyalty.”
For more information about Total Expert, visit
totalexpert.com.
About Guided
Guided Insurance Solutions, LLC, an indirect subsidiary of BRP
Group, Inc. (NASDAQ: BRP), is an insurance brokerage firm striving
to find clients the best personal insurance coverage for property,
vehicle, umbrella, small business, life, and Medicare. We offer
coverage from some of the most trusted names in insurance today.
Based on our clients’ budget and specific insurance needs, our
agents provide expertise on which option fits them best. We’re
proud of where we live and work. Being ingrained in the community
gives us an understanding of the unique needs of our clients and
neighbors. Learn more about us at: www.guidedsolutions.com.
About BRP Group
BRP Group, Inc. (NASDAQ: BRP) is an independent insurance
distribution firm delivering tailored insurance and risk management
insights and solutions that give our Clients the peace of mind to
pursue their purpose, passion and dreams. We are innovating the
industry by taking a holistic and tailored approach to risk
management, insurance and employee benefits, and support our
Clients, Colleagues, Insurance Company Partners and communities
through the deployment of vanguard resources and capital to drive
our growth. BRP Group represents over 1,200,000 Clients across the
United States and internationally. For more information, please
visit www.baldwinriskpartners.com.
About Total Expert
Total Expert delivers purpose-built CRM and data-driven customer
engagement solutions for more than 175 modern financial
institutions. The platform unifies data, marketing, sales, and
compliance solutions to provide a cohesive experience across the
customer lifecycle. Total Expert turns customer insights into
actions to increase loyalty and drive growth for banks, lenders,
credit unions, and other financial services firms. For more
information, visit totalexpert.com. For conversations between
modern banks and lenders on leadership and innovation, listen to
the Expert Insights podcast, hosted by founder and CEO Joe
Welu.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20230216005085/en/
Total Expert: Marissa Matchey Padilla totalexpert@padillaco.com
612-817-9752
Guided Insurance Solutions, LLC: Melanie Marsh
Melanie.marsh@baldwinriskpartners.com 704.898.4340
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