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Win Story | Financial Services | Cabrillo Coastal

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Cabrillo Coastal General Insurance Agency, LLC specializes in residential property insurance for hurricane-exposed areas. Through sophisticated pricing techniques, quality and timely claims handling, careful reinsurance pricing, experienced underwriting and a friendly staff, they provide the quality service and competitive pricing their customers deserve.

Demographics

  • Industry | Financial Services
  • Headquarters | Gainesville, FL
  • Founded | 2010
  • Employees | 93
  • Existing ERP | Great Plains
  • Other Systems | Concur, Paylocity,
    Mid Florida Bank, Proprietary Insurance
    Platform

NetSuite Solution

  • NetSuite | Financials First
  • Modules | Financials, Record to Report,
    Procure to Pay
  • Interfaces | Payroll, AvidXchange, Policy
    Management Platform

Sales Team

  • NetSuite | Nate Foggy, John Meadows
  • Caravel | Corey Ruane, David Tillotson

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Cabrillo Coastal will deploy NetSuite in a single phase with core functionality going live in month 4 and integrating to various 3rd party systems in phase one.

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