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Solutions Provider

DOT Insurance Consulting, LLC

Remote
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Services we provide
  • CRM Implementation
Industries we specialize in
  • Banking/financial services
  • Business services - general
  • Data processing & hosting
  • Finance & insurance
  • Technology - software
Budgets we work with
    $2,500 - 5,000
Languages we support
  • English
Regions we serve
  • North America

About DOT Insurance Consulting, LLC

🚀 Fractional HubSpot Consultant for Insurtechs & High-Growth Startups Need a HubSpot configurator without the full-time overhead? I offer hands-on, fractional consulting to help you launch and optimize your HubSpot CRM — fast. 🎯 Who I Help: I specialize in working with early-stage and scaling insurtechs who need strategic and tactical execution—not generic advice. If you need to get up & running on HubSpot but don't have the bandwidth, you're in the right spot. 🛠️ What I Do: CRM & Sales Hub setup Report creation Custom workflows, automation & pipeline design Hands-on testing & quality assurance 🕒 How I Work: Fractional engagements: 5–10 hours per week Fast onboarding: Most clients go live in 4–8 weeks Remote, collaborative, and async-friendly 💡 Why It Works: I blend technical configuration with strategic insight—so you get scalable systems, not just "setups." 🎓 Experienced with: Marketing Hub | Sales Hub | Custom Objects | Workflows & Reporting | Insurance Pipeline

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Services we provide
  • CRM Implementation
Industries we specialize in
  • Banking/financial services
  • Business services - general
  • Data processing & hosting
  • Finance & insurance
  • Technology - software
Budgets we work with
    $2,500 - 5,000
Languages we support
  • English
Regions we serve
  • North America