How a regional carrier cut quote turnaround to hours and saved 120 hours a month.
The challenge
Quotes lived in spreadsheets and invoices were typed by hand after every job, so work slipped through the cracks and the month-end close was a scramble.
The solution
Taro tracks every job and handoff, Inzo invoices the moment a job confirms, and Revo automates the repetitive steps that used to need a person.
The results
Quote turnaround dropped from days to hours, the back office reclaimed about 120 hours a month, and retired tools saved roughly $9K monthly.
The close used to eat a full week. Now it runs itself in the background.
Sample ContactOperations Lead (sample)
The connected workflow
One handoff to the next, no manual glue between tools.
Tracks each job and the handoff between teams.
Automates the repetitive steps between systems.
Invoices the moment a job is confirmed.
More customer stories
How a 10-agent brokerage tripled booked site visits and added $280K in a quarter.
How a boutique brokerage doubled its follow-up rate without hiring.
How a SaaS startup turned trial signups into a 25% lift in closed revenue.
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