Case Study: Strategic Insurance Group LLC (Jose Benito Ortiz, Owner)

Overview

Strategic Insurance Group, based in Albuquerque and founded by Jose Benito Ortiz, is a rapidly growing agency dedicated to empowering local businesses with accessible and reliable commercial insurance solutions. Jose’s journey from a car salesman to a Farmers agent, and eventually to the owner of his own independent agency, speaks to his resilience and his passion for helping others. Strategic Insurance Group's partnership with QuoteWell has strengthened the agency's capacity to provide expert guidance and timely insurance solutions in a competitive commercial market.

Background: A Commitment to Service

Jose’s career began in car sales, where he discovered a passion for understanding people’s needs and a natural talent for building trust. Motivated by a desire to help people on a deeper level, he transitioned to become a Farmers agent, where he gained valuable experience in personal lines insurance. However, his drive to make an even greater impact led him to found his own independent agency, Strategic Insurance Group LLC, with a focus on commercial lines. By combining his people-first approach with his growing expertise, Jose has successfully built an agency that prioritizes client education, transparency, and advocacy.

The Challenge

As a growing independent agency, Strategic Insurance Group faced challenges in navigating the complex commercial insurance landscape. Many clients in Albuquerque, especially those needing excess and surplus (E&S) coverage, required prompt and customized solutions to meet their unique risks. Jose sought a wholesale partner who could provide a faster, more transparent quoting process to help his agency stand out in a competitive market.

“Our clients come to us because they trust us to deliver on time and with clarity,” shared Jose. “But meeting these needs efficiently in the E&S market can be challenging without the right support.”

The Solution: QuoteWell

Partnering with QuoteWell provided Strategic Insurance Group access to a streamlined, technology-driven platform, which simplified the process of securing competitive quotes in the E&S market. With QuoteWell’s transparent submission and tracking capabilities, Jose’s team was able to provide quick responses to client requests, enabling them to capture new business opportunities with confidence.

Empowering Client Success with Confidence and Efficiency

The partnership with QuoteWell has been transformative for Strategic Insurance Group, equipping Jose and his team with the tools and market access needed to serve clients more effectively. This not only enhanced the agency’s ability to respond to complex commercial cases but also enabled Jose to focus on what he loves most—helping people protect what matters most to them.

“With QuoteWell, we’re able to be more proactive for our clients, which is exactly the kind of support they need. It lets us fulfill our mission of making insurance accessible and straightforward,” said Jose.

Outcomes and Benefits

Since joining forces with QuoteWell, Strategic Insurance Group has achieved measurable improvements in quote turnaround times and client satisfaction. The agency’s ability to provide faster, competitive quotes has strengthened client relationships and elevated its reputation in Albuquerque’s commercial insurance market. Jose’s commitment to helping clients, combined with QuoteWell’s efficiency, has positioned Strategic Insurance Group as a reliable and trusted partner for local businesses.

Conclusion

The collaboration between Strategic Insurance Group and QuoteWell underscores the impact of strategic partnerships in driving agency growth and client satisfaction. Jose’s journey—from car salesman to agency owner—embodies the power of perseverance and a genuine commitment to helping people. Today, with QuoteWell by his side, Jose is leading an agency that not only meets market demands but also champions its clients’ needs with empathy and expertise.