Case Study: Security Health Plan speeds producer onboarding with AgentSync

Security Health Plan of Wisconsin took its producer onboarding process from months to days by putting agents in the driver’s seat with AgentSync

Security Health Plan of Wisconsin, a longtime Wisconsin HMO, needed to modernize a slow, paper-based agent onboarding and compliance process that was taking as long as three months and limiting growth. Using AgentSync Manage, the company set out to improve producer onboarding and make it easier for independent agencies, brokers, and agents to get appointed and ready to sell.

With AgentSync, Security Health Plan created a self-service onboarding portal that lets brokers submit complete applications in one place, track status in real time, and resolve license issues more efficiently. The results were dramatic: time to sell dropped from months to as little as two days, three full-time employees were reassigned to more mission-critical work, and the company grew its active agent network from 500 to 900 while improving the broker experience.

Security Health Plan

Kara Johnson

Director of Strategic Growth Initiatives