Challenge
As Legacy expanded its operations through acquisitions and organic growth, the agency faced a critical challenge: how to maintain their signature high-touch, consultative service while scaling to meet growing demand. Manual processes were creating bottlenecks, limiting their ability to deliver thorough research and transparent options to every client while managing E&O risk across an increasingly complex book of business.
Solution
In less than a week, Coverflow seamlessly integrated with Legacy's existing workflows, automating routine broker processes like proposal creation, policy checking, quote comparison, etc. across renewals, remarketing, and new business without sacrificing the personal touch that defines their service. The AI platform freed account managers to focus on what matters most: building trust through meaningful client consultations and delivering actionable insights that drive better outcomes.
RESULTS
Coverflow’s impact was immediate and measurable. Legacy slashed policy processing time by 83%, dropping from 90 minutes to just 15 minutes per policy. This efficiency breakthrough saves them 7,500+ hours annually, the equivalent of nearly 4 full-time positions across their team of 12 account managers, while enabling the team to handle 40%+ more policies without adding staff.
The financial impact matched the operational gains, with Legacy achieving 3X ROI within months of using Coverflow and reducing operational costs by 25%. As the agency continues growing, the Coverflow platform scales effortlessly alongside them, ensuring consistent service excellence across their expanding footprint.
83%
Faster processing
40%
Increase in accounts
7,500+
Hours saved, annually
3x
Coverflow ROI
25%
Decrease in OpEx
“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.
