From 20 Hours of Manual Work to a Fully Automated Brokerage
Pro Insurance Group brokers insurance across 16 sub-industries in the family entertainment space each with its own application, its own carrier requirements, and its own renewal timeline. Their producers were spending 20 hours a week collecting forms, chasing follow-ups, and manually tracking expirations. Now every submission routes itself, every renewal triggers automatically, and the team closes policies instead of chasing paperwork.
BECAUSE THE REAL WORK HAPPENS AFTER THE FORM IS SUBMITTED
The questions Pro Insurance Group couldn't answer —until the system matched the volume
Running 16 sub-industries through disconnected systems left producers stuck on questions that should have had instant answers:
How do you track a commercial lines deal differently from a personal lines renewal when the system treats them the same?
When does a referral become a qualified prospect and what has to happen before it moves to quote?
Where are deals dropping between first contact and close, and at which stage?
How do you see what's in the pipeline without pulling a manual report every Monday morning?
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BECAUSE EVERY FORM THEY TOUCHED WAS AN HOUR THEY COULDN'T GET BACK
Here's How a 16-Industry Brokerage Stopped Drowning in Paperwork.
Every week, Pro Insurance Group's producers were hand-processing intake forms, pulling carrier leads out of their inbox, and manually tracking which policies were coming up for renewal. Across 16 sub-industries each with its own PDF application running 100–200 fields, the admin work never stopped. The team was good at their jobs. The system was just making those jobs harder than they needed to be.
Chloe connected JotForm, HubSpot, and EasyLinks into 1 operating system. The 16 PDF applications became dynamic JotForms that qualify leads on submission, route them to the right pipeline, and sync every field directly into HubSpot. Carrier leads stopped living in inboxes and started creating contacts automatically. Renewal follow-ups at 30, 60, and 90 days went from someone's responsibility to something the system just does.
From 70,000 contacts that sat idle in a disconnected database are now inside active nurture sequences segmented by audience, moving toward a next step, and visible inside HubSpot without a single manual report.
Marketing blames Sales.
Sales blames the CRM.
We fix the system — so everyone stops pulling in the same direction.
