Extending HubSpot for insurance sales

Erb and Young were looking to make HubSpot their home base for marketing, sales and service operations. By extending the HubSpot platform, they were able to almost double their operational capacity and created scaleable processes all within HubSpot.

About the client

Erb and Young is a growing independent insurance agency offering personal and commercial insurance. They go the extra mile to make sure they provide the highest quality of service to their clients.
About the project

Extending HubSpot for insurance processes

Erb and Young had used HubSpot for 1 year already, however they were having a hard time getting the entire team onboard since many processes still lived outside HubSpot.

Discovered internal sales processes

During our discovery phase we outlined current processes throughout marketing, sales and service.

Outlined critical processes

Certain key processes were outlined and their current state was mind-mapped, giving us a 360 view of how these key processes tied to HubSpot.

Created a tech & data framework

We implemented an ERD outlining how HubSpot data will exist within standard and custom objects, such as policies.

Designed key processes directly on contacts, deals, and tickets

A high-fidelity prototype of the look and feel of these processes were built out on Figma.

Built out HubSpot extensions

Using an agile framework, our team worked through development sprints and were able to get the project into production.

User training and support

User documentation, and training meetings were held to ensure all agents knew how to utilize the technology. We also provide quick way for support as questions come up.
Nobis Link is a technical Hubspot consulting firm specializing in extending the HubSpot platform for operational efficiency.
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