I cleaned CRM records and rebuilt the marketing foundation.
Cleaned 8,800+ CRM records and rebuilt the marketing foundation so reporting could be trusted.
2026
Mid-market commercial insurance brokerage · 2026
Commercial insurance brokerage: CRM cleanup and marketing foundation
At a glance
- Industry
- Mid-market commercial insurance brokerage
- Year
- 2026
Scope
- CRM cleanup
- Reporting
- Marketing foundation
Context
The situation
CRM data had drifted to the point that reporting could not be trusted.
The work
What I did and what changed
Results shown are from client work and are described by industry, not by name.
A quick self-check
If this sounds familiar
- Would you trust a pipeline report pulled from your CRM today?
- Who owns CRM data quality after a cleanup?
Next step
Tell me what you're working on
Send a short message about what you're working on. I reply within one business day.
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