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

From spreadsheets to structured workflows using Expert Insured

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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