Loading content...
Commercial Insurance
How XYZ Brokerage Cut Data Entry Time by 80% with AI Automation
Automated AMS-to-CRM sync eliminated 12 hours/week of manual data entry for XYZ Brokerage, 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 Investment
620% in first year
in first year
“
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.
Sarah Chen
Managing Partner, XYZ Brokerage
Your Turn
Ready for Similar Results?
See how AI automation can transform your agency's operations and bottom line
Schedule Your Free Strategy CallTopics Covered:
AMS CRM integrationinsurance data entry automationcommercial insurance automationAMS360 automationSalesforce insurance integrationinsurance workflow automation