Case Study: Bowen, Miclette & Britt achieves faster submissions, 25% capacity gain and real-time visibility with Vertafore WorkSmart

Bowen, Miclette & Britt increases efficiency and gains visibility into its operation with Vertafore WorkSmart

Bowen, Miclette & Britt (BM&B) is a $47 million, independent insurance brokerage based in Houston that has long prioritized technology to drive service and growth. As the firm expanded, manual, paper‑centric workflows and limited visibility into daily operations were creating delays—submissions took days, mail processing was slow, and managers lacked real‑time insight to balance workloads or quickly onboard acquisitions.

BM&B implemented Vertafore WorkSmart (integrated with Sagitta and BenefitPoint) to automate mail capture, routing, and end‑to‑end workflows and to provide business‑process reporting. The solution reduced submission time from 3–4 days to a half‑day, sorted and routed mail within two minutes, delivered a projected 25% increase in capacity and a 54% reduction in processing steps, eliminated much of the paper burden, and gave managers the real‑time visibility needed to improve efficiency and service.

Bowen, Miclette & Britt

Julie Granhold

Business Systems Specialist Manage