Some of Our Clients
Where Vision Meets Execution
At Holistic Business Consulting, we don’t just implement solutions — we create measurable impact. Each project we take on is guided by a deep understanding of our clients’ goals, operational challenges, and long-term vision. Whether it’s a complex system conversion to Applied Epic, custom ERP deployment, AI-driven automation, or end-to-end staffing integration, our projects are built to scale with your business.
We serve as strategic partners, aligning technology, workflows, and people to maximize efficiency and profitability. Our cross-industry experience spans insurance, financial services, real estate, and more — giving us the insight to tailor every implementation to the real-world needs of the organizations we support.
Explore our portfolio to see how we turn bold ideas into powerful outcomes.
AI Driven Lead Generation
SmarterLead.io is an intelligent, end-to-end lead generation and management platform designed to help service-based businesses streamline their marketing funnel, qualify prospects faster, and drive consistent growth.
Built from the ground up with scalability, automation, and data-driven performance in mind, SmarterLead.io is more than just a lead capture tool — it’s your business’s lead intelligence engine.
Who It’s For
SmarterLead.io is ideal for businesses looking to eliminate manual lead handling, improve client targeting, and close more deals with less overhead. Whether you’re in insurance, real estate, finance, or professional services — if qualified leads are your lifeblood, we’re your engine.
Custom Web Application & iPad FSM Quoting
MrQuote.net is a next-generation quoting and proposal automation platform designed specifically for field service professionals. Built to handle everything from rapid quote creation to full client presentation — even in the field with no internet — MrQuote.net gives your team the tools to sell smarter, faster, and more professionally.
It’s not just about quoting — it’s about closing.
Who It’s For
MrQuote.net is purpose-built for field service teams who need a fast, professional, and reliable quoting platform — even in disconnected environments. Ideal for roofing, gutters, solar, HVAC, landscaping, and any mobile service business that sells in the field.
Insurance Agency Management System
ZoInsure.com is a fully customizable, all-in-one insurance agency management and operations platform built on the trusted Zoho One ecosystem. Designed to help independent agencies, MGAs, and brokers modernize their operations without being boxed in by legacy AMS limitations, ZoInsure puts every tool you need under one unified, intelligent roof.
From quoting to commissions, HR to marketing, and CRM to compliance — ZoInsure redefines what your insurance tech stack should look like.
Who It’s For
ZoInsure is built for independent insurance agencies, broker networks, MGAs, and niche insurance startups looking for flexibility, automation, and centralized control. Whether you’re replacing outdated AMS software or launching a new agency, ZoInsure provides the infrastructure to operate smarter from day one.
Website Design, Automation, AI, RPA & Marketing
Hatteras Insurance is more than a traditional independent agency — it’s a tech-forward insurance experience built for today’s client expectations. Designed from the ground up with usability, automation, and engagement in mind, HatterasInsurance.com reflects the innovation and personalized service that define the Hatteras brand.
With a fully custom-built website, integrated client portal, and intelligent marketing automation, HatterasInsurance.com doesn’t just serve policies — it builds trust and streamlines protection for every client.
Who It’s For
Hatteras Insurance serves individuals, families, and businesses who value personalized service, clear communication, and modern convenience. As an independent agency, we shop with your best interest in mind — and now, we do it with cutting-edge technology to match.
