When outdated systems start getting in the way of growth, it’s not just an inconvenience—it’s a threat to your growth path. That was the reality for our client, Agri-Sure, a company offering equipment coverage for agricultural machinery across the United States. Their service was valuable and in demand, but their operations were stuck in the past: paper-based workflows, inflexible technology, and zero automation. It was clear they needed more than a new platform—they needed a scalable digital foundation.
This is how we transformed their entire operation using the full power of HubSpot’s ecosystem—empowering them with automation, visibility, and confidence to scale beyond borders.
Agri-Sure operates in a B2B2C model, selling equipment coverage through a network of agricultural dealerships. While their product was critical to protecting farmers’ machinery, their internal systems were anything but efficient.
Sales reps had to physically visit dealers to leave paperwork. Coverage forms were filled manually, submitted offline, and tracked through spreadsheets. There was no clear visibility into which dealer had sold what, or what payments were due. Leadership had to rely on phone calls and manual checks to get basic insights.
Their website was also part of the problem—built on a rigid CMS with hardcoded templates, it was nearly impossible for internal teams to update. It lacked flexibility, responsiveness, and couldn’t support multilingual or multi-regional needs.
In short, the business had outgrown its tools. To grow, they needed real automation, a centralized data system, and infrastructure that could scale.
From the beginning, our goal was clear: go beyond a simple platform migration and instead engineer a complete business transformation. We focused on three key outcomes:
To do this, we developed a phased roadmap—from redesigning the public-facing website to building custom dealer tools deep within the HubSpot ecosystem.
We began by rebuilding their website using HubSpot CMS Hub Enterprise. This new site had to serve both external users (dealers and prospects) and internal teams who needed flexibility to update content without dev time. We delivered:
By integrating the site directly into HubSpot’s CRM, we also created seamless lead capture and content personalization paths—turning their site from static brochureware into a growth engine.
Next, we laid the groundwork for data structure and automation. We implemented HubSpot’s:
This phase brought internal alignment and set the stage for scalable automation.
The heart of the transformation came in building a secure, self-service dealer portal.
Using HubSpot’s membership functionality, we created personalized logins for each dealer. From there, we layered advanced customization:
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This portal empowered dealers to:
A successful migration doesn’t end with tech—it succeeds when people embrace it. We worked closely with both the internal team and their dealer network to ensure confidence and adoption.
Through hands-on onboarding and ongoing support, we shifted mindsets. Dealers who once dreaded the process of submitting a sale now had a tool they wanted to use. Internal teams who were bogged down by manual work could now focus on growth, not firefighting.
The results speak for themselves:
HubSpot didn’t just streamline operations—it gave Agri-Sure the confidence and infrastructure to pursue international growth.
This project wasn’t just about moving platforms. It was about transforming how a business operates—from analog to automated, from reactive to data-driven.
By combining strategic planning, user-centered design, and the full power of HubSpot’s API and Enterprise Hubs, we helped Agri-Sure evolve into a modern, scalable, growth-ready business. And most importantly, we didn’t force them to fit into a system—we built a system that fit their business.
This is what Platform Migration Excellence looks like when done right. And it’s only the beginning.