Turning Digital Shoppers into Bound Policies

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.

What you'll learn:

1. Why form‑fill “leads” slow shoppers down & cost agents time
2. Why intent visibility mattered as much as digital quoting
3. How improving the customer experience help agents close faster
4. How this model scales across branch referrals and online traffic
5. Timeline to launch, key pitfalls, learnings & best practices