Case Studies

Case studies 

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LOB Framework

Coverage limits/features and benefits

Pick a weakness (3) quickly explain it and why they need it Saved money and offered more protection

Talk about a problem or an important coverage

Framework 

Create the case study with limited coverage data and write a short post about what we did and a CTA 

Creating a Case Study on Homeowner's Insurance 🏡

General Idea

https://www.loom.com/share/1002aa5315a64abea639ac90c5489fa3

Setup

 https://support.advisorevolved.com/article/n1l1qhgm3l-case-studies-setup

End Result not including

Video

https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25800&preview=true

Test Run

https://www.loom.com/share/d35f014f72dd4fb4b86ef68693e39b60

https://app.ezlynx.com/web/account/140582906/overview 

Draft: https://www.streetsmart.insurance/wp-admin/post.php?post=25807&action=edit

Preview: https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25807&preview=true

https://app.ezlynx.com/applicantportal/policy/55763108/summary/index

Draft:https://www.streetsmart.insurance/wp-admin/post.php?post=25837&action=edit

Preview: https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25837&preview=true

https://app.ezlynx.com/applicantportal/policy/55750652/summary/index

Draft: https://www.streetsmart.insurance/wp-admin/post.php?post=25824&action=edit

Preview: https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25824&preview=true

https://app.ezlynx.com/applicantportal/policy/48445882/summary/index

Draft: https://www.streetsmart.insurance/wp-admin/post.php?post=25845&action=edit

Preview: https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25845&preview=true

https://app.ezlynx.com/applicantportal/policy/48457180/summary/index

Draft: https://www.streetsmart.insurance/wp-admin/post.php?post=25855&action=edit

Preview: https://www.streetsmart.insurance/?post_type=ae_case_studies&p=25855&preview=true

Claims Case Studies

https://www.streetsmart.insurance/flood-claims-case-study/

https://www.streetsmart.insurance/claims-case-study/

Personal Lines

• Blanche Weber to Ben Wolf

• Gloria E Gonzalez to Girlie Cruz

• Stefanie Cross to Sonya Equis

• Hicham Dayja & Houda Tradi to Karim Pierre & Fatima Sophie

• Joseph & Emily Calhoun to Jess & Aimee Cooper

• Megan Wolff & Ryan Forbeck to Marian Waves & Ray Forbes

• Evangeline & Mark Glick to Angeline & Marcus Glaze

• Angel & Barbra Baez to Angie & Barbie Balez

• Lydia Sparrow & Michael Covin to Loida Spike & Miguel Calfie

• Miguel Solano-Rojas & Sandra Solano to Mario Solleza & Sunshine Solleza

• Janine Predmore to Jennie Pedroza

• Hua Li & Simon Zhou to Xao Ling & Sergio Chua

• James & Meaghan McDavitt to Jayson & Margo McGee

• Jonathan Oglensky to Jomarie Ongkiatco

• Michael Feeney & Brenda Abell to Mortel Fredie & Bernadeth Bel

• Richard Sparacio to Ronald Spines

• Amanda Santos to Amor Sanchez

• Angel & Barbra Baez to Angie & Barbie Balez

• Kathleen Maglion to Katherine Magalona

• Halricia Wildman & Owen Richards to Patricia Wilderman & Obrian Faulkerson

• Veronica Salinas-Carvajal & Marvin Pineda-Vargas to Monica Santos & Martin Vergara

• Kathy & Sejdo Gurzakovic to Kate & Sebastian Danyluk

• Robert & Diane Huettl to Robie & Diana Haul

• Paul & Tammy Kulig to Paulo & Timmy Kully

• Michelle Valevich & Adam Salzer to Mitchie Valley & Adan Salazar

• Kevin & Milagros Tassey to Kovey & Maria Tace

• Rosa & Jose Herrera to Rosie & Joseph Hernandez

• Tara & Joseph Vazquez to Terry & Jeffrey Velasquez

• Jose Aguilar to Jonathan Aguiles

• Evangeline & Mark Glick to Angeline & Marcus Glaze

• Umer Chaudhry & Hinna Mubeen to Uma Choudhrie & Hanna Mcbeen

• Carl & Leslie Greenfield to Carlene & Lyneth Griffin 

• Evelia Vega & Arturo Navarro to Evelyn Vergara & Antonio Nueva

• Tracey & Terence Schaefer to Terry & Troy Shepherd 

• Paul & Rose Fichtner to Peter & Roselyn Flyn

• Linda & Thomas Bilarczyk to Liza & Timothy Bricks

• Robert & Judy Santilli to Rocky & Julia Santillian

• Michael & Elaine Kelly to Maurice & Ellena Klaus

Commercial Lines

• Superior Exterior Services LLC DBA Roof Doctors to Exterior Services DBA Wall Doctors

• Airflow Cooling & Heating LLC to Efficient Heating and Cooling LLC

• Kayson Heating And Cooling LLC to Ventus Cooling LLC

• Zs Dreams LLC to Ds Dream LLC

• Realty Improvement LLC to Property Enhancement Solutions

• NAB Transport, LLC to CAB Transport, LLC

• New Gen Trim And Siding LLC to Modern Trim and Siding LLC

• ABC Nails and Spa Llc to A2Z Nails and Spa Llc

• Laura & Ralph Scarola to Lorie & Raphael Sloan

Trucking

• George Chafos DBA GC TRUCKING to Gregory Chaffs DBA Transport Solutions 

• C1 Delivery LLC to E1 Delivery LLC

• Agnieszka Skrzyniowska T/A Olko Construction to Agata Skrzywiec T/A Skrzywiec Builders 

Script Framework

Video:

Hi, I'm Carlo from StreetSmart. Today, I'm going to share a case study about how I helped one of my clients save money and get better coverage.

Mrs Keller came to me because they were unhappy with their current insurance policy. They felt like they were paying too much for coverage that didn't meet their needs.

Here's a table showing what had before and what we got them:

Call to action:

Visit my website at [website address] or give me a call at [phone number] to schedule a free consultation. I look forward to hearing from you!

https://www.streetsmart.insurance/case-studies/guard-vs-streetsmart/

Building

Mrs S came to us to help her with her building policy. Her Guard renewal has been increasing sharply throughout the years. We were able to offer more building and enhanced coverage on her new policy. We believe in providing options to our clients. If you need help with your policy give StreetSmart a Call today.

Case Study Template

An awesome case study needs to include 3 things:

1. An engaging story. People are hard-wired to respond to stories. So you want to present your case study in the form of a story. 

2. Detailed results. Including the real numbers behind your success story gives readers an idea of what they might expect. Hard numbers also make your case study more credible.

A step-by-step walkthrough of how you got your results. The whole point of reading your case study is so that people can try the same thing for themselves. So don’t skimp on the “how to” elements.

The only exception to this would be if your case study is going to be a sales tool (rather than a standalone piece of content). If you plan to use your case study as a customer success story or beefed-up testimonial, then you don’t need to include as much “how to” information. Instead, focus on the results.