Case Study | Insurance Advocates About The Company Insurance Advocates began in 2009 when the founder left a captive company to begin his own company, which now serves 400 clients. Insurance Advocates specializes in life, health, annuities, medicare, dental & vision insurance. The Problem Since Insurance Advocates began with one agent, he had his own way of tracking his business within Microsoft Excel. As the company grew and staff members came on board, that way of organization became cumbersome and confusing to other staff members and agents. Any activity an agent had with clients were entered as comments within the Excel spreadsheet. This process inside Excel was very time-consuming and following up with customers was very inconsistent. Insurance Advocates sought an easy-

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