An Italian insurance agency reduces downtime by 30% with Bigin

The company

DAB Insurance was founded in March 2022 by Vito D'Abramo, an experienced insurance consultant who wanted to bring a modern, digital-first approach to the industry. Based on transparency and personalization, the company provides customized insurance and financial advisory services to families, professionals, and businesses. Their mission is to protect assets, support succession planning, minimize risks, and improve financial efficiency with solutions designed around the real needs of clients.

The challenge

Like any other startup, DAB Insurance formerly relied on Excel spreadsheets, handwritten notes, WhatsApp, and email to manage customer information.

The insurance industry itself adds to the complexity, with its heavy administrative workload and strict deadlines, alongside the persistent demand to balance sales with quality service. For Vito, the breaking point came when he lost a significant policy because of a missed renewal.

Although he evaluated tools like HubSpot, Pipedrive, and Trello, they were either too complex, too expensive, or didn't fit the insurance workflow. What DAB Insurance needed was a simple yet powerful CRM tailored to the needs of a small agency.

The solution

Vito discovered Bigin while researching simple CRMs online. Unlike other CRMs, Bigin required no prolonged training or IT support; he was up and running within a day.

With Bigin, DAB Insurance now manages the entire client lifecycle in one place using these features:

• Custom pipelines help them track new clients, renewals, and business accounts.
• Sub-pipelines help them track deals by customer type (families, businesses) and insurance branch (auto, life, liability, bonds).
• Automated reminders and workflows facilitate renewals, follow-ups, and post-policy tasks.
• Integrated email functionality enables them to store all communications directly in customer records.
• Email templates for document requests, appointment confirmations, quotes, and follow-ups ensure consistent professionalism.
• Custom fields track policy types, expiration dates, referral sources, and documentation statuses.
• Dashboards monitor active deals, conversion rates, performance by line of business, renewals, and appointments with drill-down insights.

Benefits and ROI

• DAB's ability to manage a larger number of deals in an organized way has improved by 15-20%, resulting in higher sales productivity and revenue.
• Now, each team member follows a structured workflow with assigned tasks, reminders, and regularly updated customer records, which means they've reduced downtime by at least 30%.

Looking forward

DAB Insurance plans to keep Bigin as the core of its operations while expanding its use of other Zoho products, such as Zoho Campaigns, Zoho Books, and Zoho Forms. Future goals include automating lead assignments, enhancing email management, and building dashboards with more detailed KPIs. As the team grows, Bigin will continue to scale with them, providing structure, order, and efficiency.