Xchange - Clear Focus on ROI

Profile

Tier-1
Life Carrier

$15B annual net premium written.

60,000
Producers

10% Captives

12 In-house
Licensing Staff

Current
Process

Paper and fax-based onboarding.

Manual data updates and multiple systems.

Impact of Automation

90%

Reduction

Dependency on Internal IT Resources

60%

Reduction

NIGOs

70%

Reduction

Transactional Turn-around Time, Improving Speed to Market

80%

Increase

Producer
Satisfaction Score

$192,500

Reallocation of Licensing Staff

$125,000

Savings in Unnecessary PDB fees

$200,000

Savings from Terminating
Non-productive Appointments

Results

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