Case Study
Turner Surety & Insurance Brokerage Nails Its Sales Forecast with Sell
Turner Surety & Insurance Brokerage Turner Surety & Insurance Brokerage Nails Its Sales Forecast with Sell About the Company Turner Surety & Insurance Brokerage (TSIB) is one of the largest privately held full-service insurance brokers in the US. TSIB specializes in coverage for construction and security-related industries. The Challenge While TSIB had a sales platform in place prior to Sell, its limited tracking capabilities led reps to use Excel to manage their contacts and sales cycles. But with reps dispersed across nine different office locations, this approach simply wasn’t conducive to visibility and collaboration. “We needed a central place for all of our sales information,” shares TSIB’s Marketing Coordinator, Kristen DeFilippe. “We tried to solve this problem with a shared spread