Case Study: Leading Specialty Carrier improves submission efficiency by >35% with ReSource Pro

As Submissions Spiked Specialty Carrier Improved Efficiency by >35%

Leading Specialty Carrier, a Northeast U.S.-based financial lines business unit of an A.M. Best A-rated excess and surplus lines insurer, was struggling to keep up with a surge in submissions as the hard market drove more broker outreach. With no standardized way to clear and triage submissions, underwriters spent too much time on out-of-appetite risks, while good opportunities got delayed and distribution partners grew frustrated. ReSource Pro was brought in to support submission clearance and triage.

ReSource Pro created a structured triage process and auto-decline rules based on underwriter instructions, distribution channel, geography, lines of business, and industry, transforming the workflow from “submit-to-quote” to “submit-to-triage” and “triage-to-quote.” As a result, review time dropped from days to 24 hours, about 35% of submissions were declined or routed to other teams, and nearly 100% of the business underwriters did see was quotable. The carrier also improved efficiency by more than 35%.