Case Study: National MI cuts RFI turnaround from 10 days to 3 with RocketDocs

National MI cuts RFI turnaround from 10 days to 3 with RocketDocs

National MI, a financial services company, faced a challenge where its sales support team was spending over 10 days to complete repetitive vendor due diligence RFIs. The team sought a solution to organize its RFIs and RFPs, reduce pressure on staff, and create a more proactive process instead of a reactive one. They turned to the vendor RocketDocs for a response management platform.

RocketDocs implemented its platform featuring Autofill, a centralized content library, and a Salesforce integration. This solution automated the response process, pulling answers from the content library and streamlining approvals. As a result, National MI cut its RFI turnaround time from 10 days to just 3-4 days, achieving a 65% gain in efficiency. The Salesforce integration also saved 50% of the time previously spent at intake, freeing up a team member to be reassigned to other work.

National MI