How Summit Risk Partners Cut Data Entry Time by 80% with AI Automation

Automated AMS-to-CRM sync eliminated 12 hours/week of manual data entry for Summit Risk Partners, freeing their team to focus on high-value commercial accounts.

Location

Denver, CO

Team Size

11-25

Time to Value

3 weeks

ROI

620% in first year

The Challenge

Account managers spent 12+ hours per week manually copying policy data between AMS360, Salesforce, and carrier portals. This administrative burden prevented them from prospecting new business and servicing existing clients.

Data inconsistencies between systems led to errors in renewal reminders, coverage gaps, and embarrassing mistakes in client communications. The manual process couldn't scale as the brokerage grew.

The Solution
AI Automation Systems
Tech Stack Integration
Custom Dashboards
Technologies Used:
n8nAMS360Salesforce CRMCarrier APIsPower BI
The Results
Data Entry Time
Before:12 hrs/week
After:2.5 hrs/week
80% reduction
Data Accuracy
Before:92%
After:99.7%
8x fewer errors
Renewal Processing Time
Before:45 min/policy
After:8 min/policy
82% faster
New Business Prospecting
Before:3 hrs/week per AM
After:12 hrs/week per AM
4x increase
Client Coverage Gaps
Before:8-12 per quarter
After:0-1 per quarter
90% reduction
Annual Revenue Impact
Before:$3.2M
After:$4.1M
$900K increase
Total Return on Investment620% in first year
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“
We were spending more time pushing paper than selling insurance. RevGap's automation freed up 50 hours a week across our team—time we're now using to write bigger accounts and serve clients better. The ROI was immediate, and the peace of mind knowing our data is accurate is priceless.
Jennifer Walsh
Managing Partner, Summit Risk Partners
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Topics Covered:
AMS CRM integrationinsurance data entry automationcommercial insurance automationAMS360 automationSalesforce insurance integrationinsurance workflow automation

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