Broker Case Study | Rick Earhart, Levitt Insurance Brokers Ltd.

“I look forward to even more APOLLO products and coverages becoming available to offer to my clients.”

Broker Spotlight - July 2022 - Rick Earhart

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Broker Background

Meet Rick Earhart of Levitt Insurance Brokers Ltd., member of the APOLLO broker community.

Rick Earhart is an Insurance Broker with Levitt Insurance Brokers Ltd. who has worked in the industry for the past two-and-a-half years.

Choosing to go into insurance because he enjoys engaging with clients, Rick is also fond of the fact the industry consistently presents him with the opportunity to learn new things. 

As a RIBO broker, Rick offers both commercial and personal lines, but particularly likes the Trades & Contractors and Builder’s Risk segment. Placing the right policies to ensure a client is covered is something that Rick finds very rewarding. He enjoys knowing that his clients can then focus on their business, knowing that they are covered.

The Problem: Traditional Insurance Is Slow

Rick’s clients wanted their insurance fast, but the majority of the industry is bogged down by an entirely paper-based process.

Prior to working with APOLLO, Rick had many clients asking to receive their policies on the same or next day. Of course, the traditional paper-based insurance process doesn’t allow for this kind of instantaneous delivery. This meant that his clients were waiting days, if not weeks to get their documents in hand.

Rick’s clients were frustrated, and so was he. There had to be a better way to provide his client base with comprehensive coverage faster.

The Solution: APOLLO’s Broker Portal

Our Broker Portal offered Rick an entirely online insurance buying experience that can be done in minutes.

Soon after Rick began searching for a solution, he discovered APOLLO. Our proprietary digital insurance marketplace offered him the Broker Portal he’d been looking for. 

In just minutes, Rick was able to quote, bind, and issue policies entirely online. 

Rick likes that the Broker Portal offers many categories, providing a wide range of insurance products. But most of all, he loves that the portal is fast, giving his clients what they’d been asking for: coverage to meet their needs with a same-day turnaround.

The Results: A 23% Lift in Sales

Since signing up for the APOLLO Broker Portal, Rick has experienced a substantial increase in sales.

Rick is thrilled with the impact that the Broker Portal has had on his book of business. His sales have increased by 23% in the four months since he has signed up for the portal. Rick also finds that it allows him to close clients more efficiently, since the CRM tool keeps everything in one place. This has enabled him to prospect for more clients.

“I have achieved a 23% lift in my sales working with APOLLO during the past four months.”

What APOLLO Brokers Are Saying

APOLLO is a leading Canadian InsurTech with a 99.54% CSAT Score that greatly values the human experience of buying insurance. 

At APOLLO we’re on a mission to make insurance effortless. We envision a world where computers do the work, so people can build relationships. Here’s what brokers have to say about how we’re doing.

“I absolutely love APOLLO!!! The ease of doing business with them has put the way of the other companies far behind.”
Veralin Phillips-Michael, Calgary Branch Manager, First Foundation Insurance

“APOLLO has been an integral part in building the Novinger Insurance Team brand.”

Nick Novinger, Sales Representative, Canadian Insurance Brokers Inc.

“APOLLO has been a game changer for our agency”

Stanislav Kojokin, Managing Partner, KASE Insurance

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