The company
The teams at Compass Health Agency understand that navigating the world of insurance can be overwhelming and confusing. That's why they've created a one-stop shop for all insurance needs, providing policies tailored to clients' specific needs and budgets. They work closely with leading insurance providers to bring clients the best options available, ensuring that they have the coverage they need to protect themselves and their loved ones. Based in Orlando, Compass Health have been in business for only three years but have already seen impressive demand for their services.
The challenge
Prior to adopting Zoho CRM, Compass Health's leadership team was spending countless hours on phone calls with sales reps and prospects“drowning in data”, trying to understand what was and was not working. Ripley F, Vice President of Compass Health—who holds a PhD in organizational psychology—recognized the need for a tool that was more efficient than Google Sheets. Switching from routinely using Google Sheets and pivot tables was difficult but necessary, says Ripley. Back then, there was no way to organize the data efficiently or optimize the sales pipeline. If they hadn't looked for a better way to manage the information, growth would've been a distant dream.
- Industry typeInsurance
- Employees50
- Type of businessPrivate
The solution
A friend from a medicare agency recommended Zoho while Ripley was researching options. Out of the many contenders—including Salesforce, HubSpot, and Monday.com—only Zoho met Ripley's high standards. The others dropped from the race due to drawbacks like unreasonable pricing, inadequate features, or lack of customization.
Zoho CRM's wealth of online resources, like guides and tutorials—the "Zoho University" as she calls it—was what ultimately drove her decision. Ripley believes that answers to all or most queries about how Zoho CRM works can be found online. Apart from the help she received from Zoho Support, she personally invested an abundance of time and energy into studying CRM to make the most of its offerings.
Keep reading for Ripley's brilliant bonus tips for new Zoho users.
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