---
title: ClearWater Benefits – HubSpot CMS & CRM Support - Octo
description: "Octo Project: Ongoing HubSpot CMS & HubSpot CRM Support for an Insurance Company"
image: https://www.octo.ws/hubfs/content/back.jpg
---
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# ClearWater Benefits
## Ongoing HubSpot CMS & CRM Support
### Project type
##### B2C company website
### Project Scope
##### HubSpot CMS & CRM Support
### Client Location
##### Texas, US
## About the project
We provided ongoing technical and marketing support for an insurance company, enhancing their HubSpot CMS, CRM processes, and overall digital performance. The work focused on improving website functionality, automating workflows, and streamlining customer interactions.
### **Key Features**
- **HubSpot CMS Enhancements:** Updated and improved existing modules to expand website functionality.
- **Custom Cost Calculator:** Built a calculator for automated insurance pricing estimation.
- **Workflow Development & Optimization:** Created and refined workflows to automate lead nurturing and internal processes.
- **Email Development:** Improved existing email templates and created new ones for various campaigns.
- **Sub-Website Migration:** Successfully migrated multiple sub-sites from WordPress to HubSpot.
## Outcome
The ongoing support significantly improved the company’s digital ecosystem, resulting in more efficient processes, better customer engagement,
and a streamlined experience across both the website and HubSpot CRM.
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###### We work on direct contract, via UpWork or Deel.
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