Measured outcomes
Broker submission volume: up 41% Y1
Quote-to-bind cycle: down 38%
Broker NPS: +34 points
A specialty commercial insurer competed for broker attention against carriers with modern self-service portals. Brokers consistently chose carriers with easier submission paths.
Sales Cloud + Experience Cloud broker portal with intelligent forms, auto-quote on standard risks, real-time submission status, and embedded chat with underwriting. Submission can be paused and resumed; everything is auditable.
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