CoverForce

Organizing and Automating Business Processes with HubSpot

Financial Services 20 - 49 employees

Service Hub | Sales Hub | Marketing Hub | Operations Hub

Client Overview

CoverForce solves digital disconnects in commercial insurance and empowers brokers, PEOs, and distributors with the digital tools they need to grow.

Challenge

CoverForce needed a platform to organize their sales, marketing, and service processes, ensuring that all operations were managed efficiently in one place.

They lacked a cohesive system to handle customer interactions across departments and improve workflow automation.

Specific Issues

Organizing their processes and having everything aligned in one place
Understanding and organizing their processes in workflows and automation

Solution

On The Fuze implemented HubSpot’s Sales, Marketing, Service, and Operations Hubs to create a unified system for managing customer relationships and business processes.

Implementation Steps

Integrated HubSpot’s tools across sales, marketing, service, and operations to centralize data and processes.
Automated workflows to streamline lead generation, customer support, and follow-up tasks.
Set up reporting dashboards to track performance across departments.

Tools Used

Sales Hub: For managing customer interactions and sales processes.
Marketing Hub: To automate marketing campaigns and lead nurturing.
Service Hub: To handle customer support and ticketing.
Operations Hub: For managing workflows and process automation across departments.

Conclusion

With HubSpot’s fully integrated platform, CoverForce now has an organized and automated system that allows them to manage customer relationships and business operations more effectively.

Aleja to the rescue

"This review not 2 months ago would have been a 1 star, or potentially even 0 stars if possible. We are not a large scale company, and were advised a 6 week timeline. With our first assistant (who is no longer with company) the first week took a month, and week 2 took 2 months, with our own work being done. We were incredibly frustrated and our HubSpot was somehow messier than before with not much resolution in site. Then Alejandra and Luis stepped in. Wow what a turnaround! From the first meeting where we were very skeptical, they set clear expectations with us, rolled up their sleeves and dove right into fixing the mess that had been made. Not only were they able to correct the errors of the previous representative, but as of today Alejandra has us up and running, and fully onboarded right on time with the original timeline presented. She has dragged this review kicking and screaming up to 5 stars, because that is the quality of work that she brought to the table. Really excited about our future HubSpot use!"