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Case Studies

Case Studies Large
Our collection of case studies showcases the benefits garnered by other firms working with Digital and how they structured successful business arrangements. Executives share the insights, perspectives, market conditions and other considerations that factored into their decisions.



Agency Acquisition Case Study:
Reese Yeatman
Mike Reese Jr., president of a Washington, D.C. area P&C and employee benefits agency, saw the handwriting on the wall.

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Agency Acquisition Case Study:
Summit Benefits Group
Jeff Schneiderman didn't set out to be an insurance broker. But somehow things work out unexpectedly.

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Agency Acquisition Case Study:
Georgia Benefits

Spending too much time on your small group segment? Looking to provide your growing customer accounts with additional services but can't justify additional staff? Does the sound of securing a cash infusion during a time of industry and economic uncertainty sound appealing?

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Acquisition Case Studies:
The Digital Solution - Helping Agencies Achieve Strategic Goals
Digital Insurance offers a diverse range of solutions to agencies - whether owners seek to retire, sell off a segment of business, specialize in a sector outside of health insurance but still offer it as part of their portfolio or focus only on larger accounts. These real-life examples shed light on some of Digital's customized approaches to help agencies achieve their strategic objectives.

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Partnership Case Study:
Wells Fargo's Petaluma Brokerage Thrives with Help of Digital Insurance
This big firm wants to maintain service to small clients, yet focus on more profitable accounts. Digital Insurance offers the people, systems and flexibility to successfully partner with a branch of the world's fifth largest insurance brokerage.

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Partnership Case Study:
No More Spinning Wheels on Small Stuff; Agents Free to Pursue Larger Account
Bolton & Company discovers there's no need to sweat the small stuff. Their Digital relationship delivers a cost-effective solution to manage time-consuming small accounts.

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Partnership Case Study:
Partnership Leads to P&C Firm Revenue Growth

Property & casualty firm Gibson Insurance Group doubles employee benefits business following a partnership with Digital Insurance.

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Partnership Case Study:
Digital Insurance Helps MA Broker Respond to
State Health Care Reform
A partnership with Digital Insurance enables Bostonian Solutions, Inc. to flourish in a state that instituted health care reform mandates in 2006.

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Partnership Case Study:
Memphis Agency Improves Profit Margins: Digital Delivers Dramatic Efficiencies
By outsourcing its smallest accounts, Lipscomb & Pitts Insurance, LLC, achieves efficiencies needed to thrive in a tough market.

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