Since 2003, Goosehead Insurance has been advocating for transparency and the power of choice in the insurance industry. The independent personal lines insurance agency works with over 150 carriers to provide individualized quotes, ensuring clients have the right coverage at the best price.
For the past 14 years, Goosehead Insurance has entrusted Salesforce as its CRM platform. With their data growing in volume and importance, the organization needed its own insurance policy: a reliable, trusted backup and recovery solution to ensure fortified, accessible data.
“When a client calls Goosehead Insurance typically, they need expert insurance advice, whether they are shopping for a policy or need support filing a claim,” explained Ethan Waller, Head of Salesforce Solution at Goosehead Insurance, during his Dreamforce interview with Own. “It's imperative that we have a tool and if there was some sort of catastrophe or an outage or data corruption, we're able to restore and get that data to be able to service our clients as soon as possible.”
With Own Recover for Salesforce, Goosehead Insurance experiences an unequivocal peace of mind.
“You know that your data is being backed up by a reputable company, and will be there for you when and if that time comes,” said Ethan.
With data protection and restoration capabilities at their fingertips, Goosehead Insurance was motivated to prioritize data archiving. Pulling from fourteen years worth of Salesforce data and a minimal archiving strategy, users were working in bloated orgs, and experiencing performance degradation as a result. Goosehead Insurance enlisted Own Archive to seamlessly automate data archiving, reducing storage costs while increasing user productivity.
“We all know the cost of storing your data in Salesforce. By having the archive tool, you're able to offload some of that data out of your production org, and in the long run, you're going to save money on that bottom line,” shared Ethan.
For Goosehead Insurance, Own Recover and Archive ensure that data protection and data confidence are one in the same. Watch the full Dreamforce interview now.
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