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How a Mid-Sized Wholesaler Moved from Excel to Operational Scale

From spreadsheets to structured workflows using Expert Insured

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Problem

The wholesaler managed submissions, quoting, and issuance in shared spreadsheets and Dropbox folders. Errors, duplicate entries, and missed deadlines were common.

Solution

Expert Insured gave them a secure cloud-based system for submissions, quoting, policy generation, and renewals-with user roles, audit trails, and email automation.

Impact

  • 70% reduction in manual rework
  • Policies issued in under 2 minutes
  • Submission-to-bind time cut in half
  • No more missed renewal triggers
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