For Assurance Financial, a Baton Rouge-based mortgage lender, success comes from strategic technology use. Marketing Director Lindsi Flynn shared how the company leverages Total Expert’s CRM and marketing automation to enhance customer engagement.
“Total Expert has become essential for us,” Flynn explained. “It allows our loan officers to centralize client data, personalize outreach, and follow up at just the right moments.”
With seamless integrations and localized strategies, Assurance Financial has seen impressive KPI improvements—from higher web traffic to increased lead conversion. The platform’s flexibility empowers their team to maintain the company’s personal touch while scaling nationwide.
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