Case Study: Specialty Insurance Carrier achieves automated rapid broker onboarding—cutting onboarding from 2 hours to 15 minutes with Profisee

How Profisee helps this company adapt to changing market conditions and rapidly expand brokers

Specialty Insurance Carrier, a technology-enabled specialty insurance carrier focused on modernizing commercial property and casualty insurance, faced slow broker onboarding caused by poor broker record quality in its CRM. Errors and inconsistencies required manual correction, producing onboarding times of two to three weeks for some brokers, so the company turned to Profisee to address data quality and lifecycle management for broker records.

Profisee was implemented as the single point of entry to automate and manage the full broker lifecycle, enforce essential data requirements, apply workflows and use look-up-before-create to prevent duplicates. As a result, Profisee reduced average onboarding time from two hours to 15 minutes, increased average new brokers onboarded per day from 3 to 16.92, and saved approximately 3,000 hours of manual data correction.