Insurance Agency
Coral Gables Risk Advisors
Moved 900+ policies off spreadsheets into a single renewal-tracking system, eliminating three missed renewals in the first year alone.
Wealth Management
Brickell Wealth Partners
Client onboarding time cut from two weeks to three days with a guided digital intake flow replacing paper fact-finders.
Financial Planning
Doral Retirement Group
A client portal now handles document requests that used to fill the front desk's day, freeing staff for higher-value work.
Insurance Agency
Kendall Family Insurance
A two-advisor agency automated renewal alerts across its full book, cutting client attrition tied to lapsed policies significantly.
Financial Advisory
Aventura Capital Advisors
Financial plan reviews moved from an annual scramble to an always-current dashboard each advisor checks before every client meeting.
Insurance Agency
Homestead Insurance Group
Compliance documentation for 400+ households consolidated into one audit-ready system ahead of a state licensing review.
Wealth Management
Pinecrest Financial Group
A growing RIA replaced three disconnected spreadsheets with one book-of-business dashboard covering every advisor.
Financial Planning
Palmetto Bay Retirement Partners
Retirement plan scenario modeling replaced static PDF plans, letting advisors adjust projections live during client meetings.
Insurance Agency
Westchester Insurance Advisors
A commercial lines agency built claims history directly into every policy record, cutting time spent researching prior claims.
Wealth Management
Key Biscayne Private Wealth
A boutique wealth practice launched a client portal that its highest-net-worth clients now check weekly instead of calling in.