Stop chasing leads.
Start binding policies.
ON-DEMAND CASE STUDY WEBINAR:
By moving beyond form‑fills to a digital storefront, TRB lifted lead‑to‑bind conversion by up to ~30% and surfaced high-intent shoppers agents could close.
Special Guest:
Jorge Garcia
VP, TRB Insurance
Host:
Angela Whiteford
CMO, bolt
You'll learn
- Why form‑fill “leads” slow shoppers down & cost agents time
- Why intent visibility mattered as much as digital quoting
- How improving the customer experience help agents close faster
- How this model scales across branch referrals and online traffic
- Timeline to launch, key pitfalls, learnings & best practices
In this webinar, Jorge Garcia, VP of Personal Lines at TRB Insurance, breaks down how the team modernized its digital quoting experience to drive high-quality demands and improve close rates at scale.
By shifting from lead capture to a repeatable digital quoting workflow, TRB empowered agents to focus on high-intent shoppers—turning online traffic and branch referrals into bound policies more consistently.