Case Studies
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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of this case study
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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PDF of this case study
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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case study
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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this case study
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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PDF of this case study
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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of this case study
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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of this case study
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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PDF of this case study
