Results
Measured in hours returned, errors removed, and capacity created.
We publish outcomes, not praise. Every case study comes from a real client engagement, and metrics appear only where the measurement can be defended.
Insurance operations · Compensation & reporting
Compensation that no longer depends on the owner reconciling it by hand.
- Client type
- Multi-office insurance agency, in business since 2017. Partner since June 2023.
- Starting condition
- Compensation required manual reconciliation across production data, calculations, exceptions, and final review, and the owner carried that work every cycle.
- Bottleneck
- Owner time, and a pay process no one could fully verify.
- What we changed
- Standardized the source data, automated calculations and validation, and created a consistent review-ready workflow. The rebuild also exposed gaps in the existing pay process.
- returned to the owner every pay period
- 8.5 hrs
- improvement in payroll accuracy
- 28%
- book of business since our partnership began in 2023
- $3M → ~$9M
Time savings measured per pay period. Client name withheld. Book growth reflects the agency's overall performance during the partnership.
Insurance agency · Lead intake & assignment
One controlled intake path instead of manual lead cleanup.
- Client type
- Insurance agency with multiple lead sources and producers.
- Starting condition
- Leads entered through multiple intake paths, duplicate records could be created, linked records were unreliable, and assignment required manual cleanup.
- Bottleneck
- Every new lead depended on someone untangling records before it could be worked.
- What we changed
- Built a controlled intake layer with contact and household matching, duplicate protection, linked-record normalization, and rules-based producer assignment that preserves existing household ownership.
Outcome
- A single controlled intake path replaced fragmented entry.
- Duplicate creation is prevented at intake.
- Assignment is rules-based instead of dependent on manual cleanup.
Insurance agency · Executive visibility
Leadership sees the current state of the business in one place.
- Client type
- Insurance agency leadership team.
- Starting condition
- Sales, service, client, audit, and management information lived across disconnected operational tables and reports.
- Bottleneck
- Operational status had to be assembled by hand before anyone could act on it.
- What we changed
- Unified sold and quoted KPIs, client and service information, the deal-audit workflow, management metrics, and operational exceptions into one leadership environment.
Outcome
- Leadership moved from assembling operational status manually to seeing the current state of the business in one environment.
- Sales, service, and audit exceptions surface in the same view instead of separate reports.