Fueling 50% Growth with Smarter Processes: RWR's Coverflow Success Story

Reed, Wertz, and Roadman (RWR) brings over a century of insurance expertise, providing comprehensive coverage options that protect both their clients' business and personal life. Serving clients across Pennsylvania, RWR helps individuals and businesses make informed decisions about their future. Their mission is to provide a true concierge experience by offering personalized service and access to top-rated national and regional carriers.

Challenge

RWR's proposal process was slow and inefficient, burdened by manual pricing, outdated templates, and error-prone outsourcing. Brokers spent hours fixing administrative tasks instead of focusing on high-value work, while retirements and turnover made scaling even harder.

Solution

The Coverflow platform reduced proposal generation time from 1.5 hours to 5 minutes, and its powerful policy comparison tool has added even more impact. Instead of relying on virtual assistants for manual tasks, RWR was able to streamline the entire process in-house, preserving their personal touch while significantly boosting efficiency. The team quickly adopted Coverflow, and it soon became an essential part of their daily operations.

RESULTS

RWR saw immediate ROI after adopting Coverflow. By streamlining proposal generation, the platform saved significant time, allowing the team to focus on onboarding new clients, growing revenue, and mentoring junior staff. With greater scalability and efficiency, Coverflow has become a vital driver of RWR's growth and long-term success.

94%

Faster Policy Checking

50%

Increase in Premium Growth

3,600+

Employee Hours Saved

"We want to grow by another 50% in the next three years. The only way we're going to be able to do that is by scaling both our efficiency and processes and our team. And I view Coverflow as a huge, huge part of that."

Nate Roadman

CPCU, Risk Strategist and President at RWR Insurance