Nov 12, 2025
Challenge
As Legacy expanded growth, the agency faced a critical challenge: maintaining their signature high-touch, consultative service while delivering quotes and options quickly and thoroughly. Manual processes created bottlenecks, that left clients waiting days for well researched options across an increasingly complex book of business.
Solution
Coverflow integrated with Legacy's existing workflows in less than a week, automating routine broker processes like proposal creation, policy checking, and quote comparison across renewals, remarketing, and new business without sacrificing the personal touch that defines their service.
RESULTS
Legacy slashed renewal comparisons, quote comparisons, and proposal creation time by 83%, from 90 to 15 minutes per policy, saving 7,500+ hours annually-the equivalent of nearly 4 full-time positions. Their 12 account managers now handle 40%+ more accounts without adding staff.
The financial impact matched these operational gains, with Legacy achieving 3X ROI within months and reducing operational costs by 25%. As the agency continues growing, Coverflow scales effortlessly alongside them, ensuring consistent service excellence.
83%
Faster processing
40%
Increase in accounts
7,500+
Hours saved, annually
3x
Coverflow ROI
25%
Decrease in OpEx
99
Sample Number
“You guys have an amazing product.”
Joe Belt
Business Insurance Account Manager at Legacy Insurance Partners
Generate spreadsheets and proposals for your policies in under 10 minutes.
