How Velainn Helped Network Truck Insurance Services Improve HubSpot Adoption

Since 1989, Network Truck Insurance Services, Inc. has been dedicated to understanding the unique needs of the transportation industry. Dennis Savitsky, CEO, partnered with Velainn to improve how his the team used HubSpot. Velainn supported the company with custom CRM configuration, including the setup of a custom object, deal import preparation, reporting, Outlook-related enablement, and ongoing training for producers

The Challenge

Network Truck Insurance Services needed help getting more value from HubSpot and making the platform more usable for the team. Dennis, CEO at NTIS, contacted Velainn to help him incorporate Sales processes in HubSpot. The requirement was to connect various Insurance software, including calling software and databases, to HubSpot. They asked for help in HubSpot training and understanding how to get more from HubSpot.

What was delivered

Velainn supported Dennis (CEO) and the team with a hands-on HubSpot implementation and optimization process that included:

1. Custom HubSpot CRM setup

Velainn set up and configured a custom object called Carriers, helping tailor HubSpot to the client’s operational model.

2. Data migration and deal import support

The engagement included test imports, preparation for larger data imports, and ongoing work to ensure data was structured correctly in HubSpot.

3. Reporting and visibility

Velainn created reports to help the client analyze data and provide producers with the visibility they need, based on their access needs.

4. System integration and enablement

Outlook integration and checking account sync status
FMCSA API follow-up
HawkSoft integration discussion

5. Team training and ongoing support

Velainn ran recurring meetings with Dennis and the team, including discussions on producer training, permissions, follow-up on the service knowledge base, and operational refinement.

Solution

Velainn conducted a series of calls to understand the requirements and goals. We created a Sales Hub onboarding plan with the client and began implementing the company's processes. We completed the necessary integrations to create a cohesive CRM system aligned with the other software used for insurance activities. We ensured HubSpot was equipped with workflows that saved sales reps time on manual tasks. The Sales team was trained on using HubSpot CRM - mainly Deals, Contacts, Companies, and a Custom Object we created to use the data correctly, using advanced filtering for records, Sequences, and Calls within HubSpot. The Buyer Journey process was reflected in HubSpot Deals. We created Deal stages, automated the journey, and built workflows with notifications and automatic assignments. This lead routing strategy saves time for the entire management team and sales reps.

Beyond the above, Velainn helped the client with the following:

custom object creation in HubSpot
deal import and CRM data setup
reporting configuration
producer enablement and training support
Outlook-related setup and user adoption work
Ongoing advisory and optimization support over time
data imports and deal setup
custom CRM structure
reporting and visibility for producers
Outlook integration and user adoption
lead access and follow-up process improvements
training and ongoing optimization support

Results

NTIS got an established HubSpot CRM portal with the necessary integrations and syncs to reflect company processes in a single system. The Sales reps adapted to HubSpot and thought about how to use it effectively. Velainn helped Network Truck Insurance Services build a more tailored HubSpot setup and improve operational adoption through custom configuration, data setup, reporting, integration support, and ongoing advisory work. Rather than a generic implementation, the work appears focused on making HubSpot more usable for the client’s real processes and internal team. As a result, the client for faster lead response time, more Sales Users onboarded, a reduction in manual work, reporting visibility gained, deal/process efficiency improvement, adoption across the team.

HubSpot Support and Optimization

The engagement also included broader operational support for integrations, permissions, knowledge base follow-up, and system optimization, helping the team align HubSpot with their actual workflows rather than forcing a one-size-fits-all setup. Over time, Velainn’s work expanded into ongoing advisory and optimization support, showing a continued partnership rather than a one-time project