Case Study

Reducing the quote-to-proposal time down to one minute

Case-Study-Insurance-transparent

How automating one key insurance process made significant impact

Learn how one independent national insurance brokerage firm automated the quote-to-proposal process to:

  • Deliver faster turnaround and communication to customers
  • Increase the number of proposals overall
  • Reduce human error
  • Save 5,000 hours a year to focus on clients and new revenue opportunities
  • Improve employee experience 

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