Chloe Consulting

BECAUSE WE UNDERSTAND THE REALITY BEHIND THE RENEWALS.

What We Build for Insurance Companies That Need More Than a CRM

Every Insurance we meet says the same thing: "We're not short on leads - we're short on time." That's where we come in. We design connected systems that think like you do - focused on renewals, relationships, and revenue. From long-form submissions to policy expirations, every workflow is mapped, measured, and managed inside HubSpot. No more chasing forms, retyping data, or guessing what's next. It's not automation for automation's sake - it's an operations strategy that earns its keep.

Learn How Chloe Streamlined
Pro Insurance Group

Here's what happens when systems sell as hard as your producers do.

20hrs

Saved weekly by automating intake forms, lead qualification, and renewal follow-ups through connected JotForm HubSpot workflows.

7000

Contacts reactivated through segmented email nurture campaigns for B2B, B2C, and Family Entertainment audiences.

Industries fully automated — each with unique JotForms that route submissions instantly to the right pipeline in HubSpot.

+100

Fields mapped per form, turning every submission into a structured PDF ready for carrier review and processing.

Pro Insurance Group

End-to-End RevOps Transformation for a Multi-Line Insurance Brokerage

Situation

Pro Insurance Group operated manually across 16 sub-industries in family entertainment. Producers spent over 20 hours weekly on manual tasks like collecting intake forms, qualifying submissions, and tracking renewals across disconnected systems.

Over 70,000 contacts were idle in HubSpot. Daily carrier leads arrived as unstructured email attachments. Renewal management relied on spreadsheets, leading to missed opportunities and inconsistent client communication.

The team lacked a centralized system for lead qualification, submission management, and outreach automation. They needed a connected platform to organize complex insurance data, automate renewals, and provide visibility without increasing administrative overhead.

Solution

Chloe Consulting rebuilt Pro Insurance Group's operations by integrating JotForm, HubSpot, and EasyLinks into one automated system.

Smart Intake Forms: Converted 16 long-form PDF applications (100-200 fields each) into intelligent JotForms that sync directly to HubSpot.

Sales Workspace & Scoring: Established dual B2B and B2C lead pipelines with tailored lead scoring to focus producers on high-value opportunities.

Renewal Automation: Created workflows triggered by policy expiration dates (30, 60, 90 days) for proactive engagement.

Carrier Lead Integration: Automated EasyLinks data flow to instantly create companies and contacts from new carrier leads in HubSpot.

Database Reactivation: Revived 70,000 dormant contacts through segmented email nurtures and newsletters featuring client success stories.

Results

Pro Insurance Group now runs on a fully connected RevOps framework that automates their entire customer lifecycle — from first submission to renewal.

20+ hours saved weekly through automation of form collection, follow-ups, and renewals
70K+ contacts reactivated across B2B, B2C, and Family Entertainment audiences
16 industries unified under one consistent HubSpot-JotForm system
100-200 fields mapped per form, ensuring complete and compliant policy data for carrier review
Renewal workflows trigger timely reminders at 30, 60, and 90 days pre-expiry
Real-time visibility into lead quality, renewals, and producer activity inside HubSpot

"I truly cannot thank the team at Chloe Consulting enough. They've been invaluable in helping the growth and future success of our business."

Chris Bakes

Owner and CEO of Pro Insurance Group

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Be a Winner

What Our Clients Are Saying

Chloe's lead gen system completely changed how we grow BetterAMS.

We work with 7- and 8-figure Amazon sellers, which is a niche, high-bar market—and her system got us in the door with them, fast. Within 30 days, we booked 3 to 5 sales calls with top-tier sellers doing over $3M/month. One of those turned into the biggest retainer we've ever closed—$5K to $6K/month. Her process is structured, repeatable, and super sharp. From custom video outreach to prospecting with tools like Jungle Scout, she built a system that made our outreach actually convert. If you're an agency or service provider in the Amazon space, I highly recommend working with her. It works.

Taylor Benterud

CO-Founder @ BetterAMS

Chloe's team stepped into the Fractional Director of Marketing role at a critical time for Vitamin.

We needed a new visual identity, and we needed to stand up a marketing team for the first time in the company's history. They demonstrated the ability to start with a blank sheet of paper, and demonstrated the ability to have mature conversations around tough topics, both with me and with my leadership team. She instilled a sense of urgency and a positive energy in the team. I think Chloe's team contributed the most by hiring. They were able to find us an extremely talented marketer, and an extremely talented lead gen specialist.