Here’s a case study highlighting some of the features we’ve built for clients:
We helped one customer save over $3,000 per month by consolidating multiple software tools—including email and text campaigns, social media management, lead generation, website/form/funnel builders, document signing, and calendar scheduling—into one streamlined platform.
We also set up a new leads pipeline where the sales team can nurture customers from the first contact to a signed contract and deposit. Once a sale is complete, the client moves into a staging pipeline that tracks each phase of the insurance process or quick-fix jobs. Both pipelines are fully automated, sending branded email and text notifications to clients, subcontractors, admin, and the office team with a set of 30 pre-made templates.
With email and text campaigns running through the system, we’ve seen a 38% open rate for emails sent through dedicated IP addresses. All communications (text and email) have a 99% success rate with minimal bounces or spam issues. We also guide clients on compliance when sending out mass communications.
To help boost Google reviews, we’ve integrated feedback surveys into the final payment process, resulting in a 35% increase in 5-star reviews—crucial for local SEO.
We’ve streamlined document signing with automation, allowing clients to send e-signature requests in just three clicks. These signed documents are automatically stored under the contact’s profile.
Our advanced contact system includes custom fields, such as insurance details, adjuster information, property addresses, and more—all accessible from desktop or mobile.
We also sync calendars for team or individual use, allowing seamless scheduling of inspections that are triggered by sign-ups from websites or ads we’ve created.
Finally, we offer all-in-one communication, consolidating WhatsApp, text, email, social media messages, and Google My Business (GMB) into one chat system so you never miss a message.
These are just a few of the customizations we’ve built for our clients. Book a consultation today to see the full range of what we can offer—from ad creation, funnel pages, websites, CRM implementation, to customer nurturing. You can schedule with us at calendar.bizmated.com.
