Case Study: Security Health Plan of Wisconsin cuts producer onboarding from months to days with AgentSync

Security Health Plan of Wisconsin cuts broker onboarding from months to 2 days with AgentSync

Security Health Plan of Wisconsin, a health insurance provider, faced a significant challenge with its slow and manual agent onboarding process. This outdated system, which relied on paper applications and took up to three months, was a deterrent to potential brokers and limited the company's growth. To address this, they implemented AgentSync Manage.

AgentSync provided a solution that put agents in control of their own onboarding through a digital portal. This eliminated incomplete applications and manual follow-ups. The result was a dramatic reduction in onboarding time, from months down to just two days. This efficiency gain allowed Security Health Plan to reallocate three full-time employees to other mission-critical work. AgentSync's implementation was also praised for being exceptionally smooth and effective.

Security Health Plan