GoldMine Opens Doors To New Niche Markets, Relationship-Based Sales At R&R Insurance
R&R Insurance Company has served Wisconsin and the surrounding region since 1976. Locally owned and operated with three offices statewide, R&R is known as The Knowledge Brokers™ because of its broad range of products, services and its ability to provide business solutions, not just insurance.
R&R Insurance's range of products includes commercial and personal, auto and property insurance product liability, umbrella, group health benefits, as well as sound advice on estate planning and workers compensation management. With nearly 114 employees and nearly 30 years of proven service, R&R is one of the largest independent insurance agencies in the Midwest.
BUSINESS NEED
R&R employs a staff of more than 50 licensed
agents, each responsible for managing
prospects through various stages of the sales
cycle and developing targets and their own
expertise to foster niche market business.
Agents previously stored all this information on index cards, which meant each agent only had access to his or her own contacts. This system didn't allow for database marketing to the entire prospect list, nor did it enable R&R agents to cross-sell their varied products and services with ease.