Case Study: a Top-Tier U.S. Insurance Agency Network Reclaims 40+ Hours Per Month with eFlexervices

a top-tier U.S. insurance agency network reclaims 40+ hours a month with eFlexervices

A top-tier U.S. insurance agency network faced a significant challenge during its month-end close process. The Divisional Controller was overwhelmed by the manual task of reconciling data from over 22 agencies, a time-consuming effort that required constant attention. The agency turned to the vendor eFlexervices for a solution, specifically utilizing an eFlex Senior Accountant to address this problem.

eFlexervices assigned Senior Accountant Ronalyn to take full ownership of the financial close process. She implemented a structured calendar and clear documentation standards, which freed up over 40 hours per month for the Divisional Controller. This allowed the controller to focus on strategic analysis and board reporting, and the agency subsequently passed its annual audit with zero findings.