Case Studies
Driving impact through proven strategies
Case Study 1: Enhancing Client Retention with truMobile
Introduction
Sharp Insurance, a forward-thinking brokerage, sought innovative ways to enhance client retention and optimize communication with their policyholders. With a growing client base, they needed tools that would allow them to proactively address risks, improve client satisfaction, and streamline processes. Sharp Insurance partnered with Trufla Technology to implement truMobile and leverage its data-driven tools.
The Problem
Sharp Insurance faced challenges in retaining clients at renewal. Identifying at-risk policies required significant time and resources, and existing communication channels lacked the personalization needed to foster strong client relationships. Additionally, the brokerage needed a more efficient way to allocate resources and manage client interactions.
The Solution
Trufla Technology introduced truMobile, a comprehensive platform that integrates Broker X-Ray for proactive risk identification. This tool leverages AI to pinpoint policies at risk of cancellation, enabling brokers to take timely, targeted actions. The implementation of truMobile also streamlined communication channels through personalized notifications, automated reminders, and real-time updates via email, SMS, and push notifications.
Outcomes
Case Study 2: Streamlining Operations and Boosting Efficiency
Introduction
Sharp Insurance sought to modernize its operations by implementing a technology solution that could simplify workflows, improve data insights, and enhance overall efficiency. Their goal was to adopt a platform that could integrate seamlessly with their existing processes and provide actionable analytics.
The Problem
Operational inefficiencies were slowing down workflows, particularly in data analysis and client communication. Sharp Insurance struggled to extract meaningful insights from their data, making it difficult to identify cross-sell and upsell opportunities or assess client behavior trends.
The Solution
Trufla Technology’s truMobile offered Sharp Insurance an integrated platform with advanced data capabilities. Tools like Broker X-Ray and intelligent algorithms enabled brokers to analyze client data, identify trends, and predict renewal behaviors. The CSIO integration allowed seamless communication, while the platform’s intuitive interface simplified daily operations.
Outcomes
Case Study 3: Driving proactive retention with truMobile and DataHub
Introduction
Caldwell Roach Insurance, a proudly independent brokerage serving the Maritimes since 1965, faced a mounting challenge: scaling their proactive renewal process while managing rising workloads and market pressures. With a strong retention foundation already in place, they turned to Trufla’s Retention X-Ray and truMobile to gain efficiencies, empower their team, and continue delivering standout client service—without compromising their personal touch.
The Problem
Caldwell Roach, one of the last locally owned brokerages in their region, faced a growing operational challenge: managing thousands of policy renewals each month amid a hardening insurance market. With a lean retention team and rising workloads, they needed a smarter way to identify high-risk accounts before they lapsed—without burning out staff or losing their personal touch.
The Solution
Caldwell Roach implemented two powerful tools:
Retention X-Ray to flag at-risk renewals using AI, helping brokers focus on the policies that mattered most. Included automated hyper-segmented retention email automation.
truMobile to give clients easy self-service access and reduce repetitive service calls
With a strong renewal process already in place, the team used Retention X-Ray to enhance—not replace—their workflows. And with truMobile, they began nudging clients to go digital, slowly building adoption through internal encouragement and timing key conversations during high-touch moments.
Outcomes
Case Study 1: Organic sessions reveals a significant increase of 36.5% YoY
Introduction
An award-winning insurance brokerage across the nation. One of Canada’s fastest-growing brokerages, they proudly support clients nationwide through head office in Calgary, Alberta. They Serve Alberta, Ontario, Manitoba, British Columbia, and Saskatchewan, and collaborate with multiple markets to provide a wide range of product options. Their offerings include Car Insurance, Auto Insurance, Vehicle Insurance, Motorcycle Insurance, Home Insurance, Tenant Insurance, Apartment Insurance, Farmers Insurance, Property Insurance and more.
The Problem
The company struggled to achieve strong organic visibility on Google search results, making it difficult to attract a high volume of qualified leads through their website. Despite offering competitive insurance products, their digital presence was not effectively driving relevant traffic, limiting their ability to convert potential customers.
The Solution
A strategic SEO approach was implemented, focusing on optimizing key insurance product pages, enhancing content relevance, and improving technical SEO factors to boost rankings. By leveraging targeted keyword research, high-quality content, and on-page and off-page SEO tactics, the company improved its search visibility and successfully attracted a larger pool of qualified leads.
Case Study 2: How Strategic SEO Supercharged a Local Registry’s Traffic
Introduction
With over 28 years of service in Strathmore and the surrounding area, this registry office brings over 50 years of combined expertise to the community. As an authorized Alberta Registries agent, it offers a wide range of services, including Motor Vehicles, Land Titles, Vital Statistics, Alberta Health, and Corporate Registration support.
The Problem
A local registry office is seeking to enhance its organic visibility on Google search results for a newly launched online service targeting keywords with above-average difficulty.
The Solution
The focus is now on implementing advanced SEO techniques, such as in-depth keyword research, content optimization, and leveraging local SEO strategies, to drive meaningful traffic and improve rankings. By addressing existing gaps and adapting to evolving search engine algorithms, the registry aims to position itself as a competitive player in the digital space.
SEO Case Study 3: Form Submissions (Leads) Increase Year-over-year, form submissions (leads) grew by 25%
Introduction
This insurance brokerage is the largest in Eastern Ontario, representing over 50 insurance companies. With this wide range of partnerships, they offer an excellent selection and competitive rates.
They specialize in both Personal and Commercial insurance lines, offering tailored solutions to meet the unique needs of individuals, families, and businesses. Their Personal Insurance products include home, auto, recreational vehicle, life, and travel insurance, ensuring comprehensive protection for everyday needs.
The Problem
The client aimed to increase online traffic, attract high-intent customers, and improve lead generation by positioning themselves as a trusted provider in these competitive markets.
The Solution
The focus is on implementing advanced SEO techniques, such as Reaching individual consumers for personal insurance (Home and Auto) while also appealing to businesses for Commercial insurance required a tailored digital strategy to address varied search intent and needs. Identifying and targeting the right mix of short-tail and long-tail keywords to cover all stages of the customer journey while balancing competition for high-value keywords.
SEO Case Study 4: 72% increase in Lead generation ( form submissions )
Introduction
This client is a Calgary-based digital insurance provider specializing in professional liability solutions for Canadian professionals and small businesses. Operating through a fully online platform, the company offers a streamlined process that allows clients to obtain quotes, purchase policies, and receive documentation within minutes, eliminating the need for traditional broker interactions.
The Problem
The client’s relatively niche focus—liability insurance for professionals—added complexity, as even those long-tail keywords were targeted by competitors with larger budgets and teams. The client aimed to increase online traffic, attract high-intent customers, and improve lead generation by positioning themselves as a trusted provider in these competitive markets.
The Solution
A comprehensive audit of the website’s technical structure was conducted to uncover and fix issues impeding search engine accessibility. Key improvements included enhancing mobile performance, optimizing crawl depth, fixing broken internal links, reducing page load times, and implementing canonical tags to manage duplicate content. XML sitemaps and robots.txt files were also reviewed and refined to guide search engine crawlers more effectively. Also, Keywords were strategically assigned across service pages, blog articles, and metadata to ensure maximum coverage and semantic relevance, with a focus on transactional and informational intent.