A specialist insurer selling into block management companies, where one account holds many decision makers and nothing showed how they connected.

Residentsline is a specialist insurer selling into block management companies, where a single account can hold many decision makers. Quotes and renewals were tracked without any view of how those people connected, so the team could not see who influenced a decision or where an account stood.

We paired an account-based approach with a bespoke CRM. Named accounts were mapped across quotes and renewals, and every stakeholder on an account was brought into one view, so the team can see the relationships behind each decision and plan outreach account by account.