Case Study

AI Proficiency and Workflow Optimization for Insurance Agencies

Insurance Agency servicing multiple commercial lines reduced manual effort dramatically by implementing AI-driven workflow automation, training, and custom GPTs across key servicing tasks.

95.8%

Policy comparison time reduction

100+ hrs/week

Saved (reported)

20 minutes

Policy comparison (vs 8 hours)

40%

Workers comp quotes time reduction

The Challenge

An insurance agency servicing multiple commercial lines was losing competitive advantage due to time-intensive manual processes.

Policy renewals requiring 8+ hours of manual comparison work.
Workers comp submissions taking entire afternoons.
Loss run analysis and safety recommendation reports consuming 8–10 hours per client.

Our Solution

Comprehensive Process Automation Program (timeline: 4 months).

“Shadowing” and discovery revealed 27 workflow improvement opportunities.
Custom GPTs for multi-carrier policy comparison, workers comp ratings, and loss run analysis.
AI fundamentals and prompt framework training.

Results & Impact

20-minute policy comparison (vs 8 hours).
Loss run analyses increased from 5/year to 50/year.
40% workers comp quotes time reduction.

Client Feedback

“The transformation has been remarkable. What used to take our senior account manager an entire day now takes under an hour with AI assistance. We can finally provide the proactive analysis and service our clients deserve.”

— Agency Producer, Owner