HubSpot Implementation & Enablement for Resilience Insurance & Savill Hicks

Client Overview

Resilience Insurance and Savill Hicks Corp operate as an integrated insurance group, combining underwriting expertise with brokerage services to deliver comprehensive risk and insurance solutions across Australia. They highlighted the need for a unified HubSpot platform to streamline operations, connect data sources, and strengthen customer engagement.

Customer Type: B2B

Region: Australia

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14

deal pipelines configured in HubSpot

250+

deals managed and influenced since the implementation

4

workflows supporting sales operations and lead allocation

CHALLENGE FACED:

Resilience Insurance and Savill Hicks Corp were operating without a functional CRM or marketing automation system. Their sales and marketing data spread across multiple disconnected platforms, resulting in limited visibility, low adoption, and manual processes. Their team needed a HubSpot environment capable of supporting multiple business units while maintaining tailored branding, segmentation, and automation for each. Integrating existing data sources and ensuring a seamless transition across teams was critical to achieving this.

IMPLEMENTATION PROCESS:

1. Discovery & Alignment:

Conducted discovery sessions with stakeholders from both Savill Hicks and Resilience to document requirements for marketing, sales, and reporting.
Identified system dependencies and mapped existing data sources to determine integration priorities.
Defined objectives for user permissions, brand differentiation, and reporting visibility within a shared HubSpot instance.

2. Solution Design:

Designed the HubSpot architecture to accommodate 2 distinct business units, ensuring clean separation of data, branding, and pipelines.
Developed a configuration plan covering Marketing and Sales Hub Enterprise features, including lead scoring, sales operations workflow automation, and reporting dashboards.
Created an integration strategy to connect external data sources including their website alongside Bitrix, ensuring data quality and real-time syncing.

3. System Build & Customisation:

Implemented HubSpot Enterprise setup for both business units, configuring users, permissions, and pipelines.
Built 1x custom email template and auto-responder aligned with the client’s brand and communication tone.
Integrated key systems via a data source integration retainer, ensuring ongoing sync across platforms.
Developed a scalable configuration framework to support future growth and new business units.

4. Quality Assurance & User Testing:

Conducted end-to-end testing across both business units to verify workflow accuracy, lead routing, and automation logic.
Facilitated user acceptance testing (UAT) with both teams to validate system usability and data visibility.
Implemented refinements based on feedback before deployment.

5. Deployment & Training:

Deployed the solution across marketing and sales teams in a structured rollout.
Delivered hands-on training sessions and support documentation to enable the business post initial implementation.

THE RESULTS:

A unified HubSpot Enterprise environment supporting both Savill Hicks and Resilience Insurance, enabling centralised CRM and marketing operations. The implementation delivered full data integration for a single customer view, reduced manual data entry by 70%, and cut campaign setup time by threefold — giving teams improved visibility, streamlined workflows, and consistent reporting across marketing and sales.

STAFF TESTIMONIAL:

"We partnered with Savill Hicks / Resilience Insurance to implement a HubSpot Enterprise environment with two business units designed for scale, efficiency, and visibility. Through automation, template development, and integrated data flows, the solution has helped streamline their sales processes while empowering both business units with tailored CRM functionality."

— Sarah, Account Manager

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