Case study
How an insurance broker boosted productivity by 45%
A multi-insurer brokerage automated subscription file verification to let its team focus on client advisory.
Context
Industry
Multi-insurer insurance brokerage
Volume
800 subscription files/month
Insurer partners
12 insurance companies
Team
18 staff (including 12 advisors)
The problem
Each partner insurer imposed its own document requirements. Staff spent more time assembling and verifying files than advising clients.
- 12 different document rule sets depending on the partner insurer
- 35% of advisors' time spent on administrative file management
- 20% rejection rate by insurers for document non-compliance
- Lost commissions on rejected or delayed files
The solution
CheckFile was configured with each partner insurer's specific rules to automatically verify files before submission.
- Custom validation rules for each of the 12 partner insurers
- Automatic verification of supporting documents (ID, bank details, certificates)
- Pre-qualification of files before submission to the insurer
- Real-time tracking of file status by advisor
The results
+45%
Productivity
Time freed up for client advisory and prospecting
3%
Rejection rate
Down from 20% before CheckFile deployment
+22%
Revenue
Growth driven by increased file throughput
800
Files/month
Handled by 18 staff (vs. 550 before)
“My advisors had become reluctant administrators. With CheckFile, they finally do their real job: advise and sell. The results showed from the very first month.”
Founder & Managing Director
Insurance brokerage (18 staff, Lyon)