Specialty Insurance Carrier Masters Broker Data with Profisee MDM

Using MDM to nimbly adapt to changing market conditions and rapidly expand brokers

THE SOLUTION

This insurance carrier implemented Profisee MDM to automate and manage its full broker lifecycle. Using Profisee as the single point of entry for all brokerage and broker contacts data, the company configured essential data requirements for downstream systems in Profisee to enforce data quality rules. It also set up workflows in Profisee to streamline and automate the broker onboarding process in addition to using lookup-before-create to prevent duplicate contacts from being created by brokers through its broker portal.

THE WINS

With Profisee, this specialty insurance carrier automated the entire onboarding process for new insurance brokers and established a way to enforce its data governance policies to ensure data quality. This helped the company:

  • Reduce onboarding time for new brokers from two hours to 15 minutes
  • Increase the number of brokers it could onboard in a day from an average of three to a current average of 16.92 per day
  • Save approximately 3,000 hours spent on manual data correction
  • Increase the onboarding team’s capacity by an estimated equivalent of 1.5 full time employees

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