Haven't heard of True West before, but I do really like their homepage and branding! We use https://www.compliancegroupllc.com/. Especially like my consultant Theresa Sekely who I followed from ACA/Hardin to OCG. We utilize a comprehensive service offering, but I confirmed that they offer more limited scope services like you're seeking.

We’ve been happy with our Hartford E&O policy through Liftman for many years. Michael Glaser, michael@liftman.com, 617.439.9595 Scott Shannon at Windermere is also great resource for all things insurance in our industry- sshannon@windinsgroup.com, 704.247.3038

We've had issues as well. A couple of best practices we've implemented (noting that we use MS 365 for email hosting): 1) 365 has a limit of 30 emails per minute outgoing from a single address. RT honors this by throttling broadcasts to 30 emails per minute. To avoid a conflict, our process reminds the sending user not to send any emails until the blast is complete (time in min = number of total emails / 30). 2) RT's broadcast email status can be inaccurate, indicating the emails went out when in fact they did not. With 365, the emails will be in the sending user's Sent Items, and therefore, in our process the sending user is to check their Sent Items to confirm emails actually were sent. If the emails did not go out, our typical resolution is to unlink and relink the 365 account in RT Preferences, then send the broadcast email again.

We use GReminders integrated with Redtail. I find it even more customizable than Calendly and more intuitive that ScheduleOnce. Also, better syncing to RT -> 365 than either. Additionally, you can have 1-1 calls with GR support and they've also had a great pace of newly released features over the last year, which are detailed on a release notes page when logged into the site. Happy to connect with anyone directly and share our implementation.