Oct 8, 2025
Challenge
Manual policy checks and proposal generation strained the team, making thorough renewal reviews and coverage transparency difficult. Limited capacity left them relying on carrier notices, highlighting the need for a solution that enabled proactive client engagement.
Solution
With Coverflow, Sterling Thompson automated policy reviews, reducing E&O exposure by 80%, and improved accuracy-freeing the team to grow business and enhance client service without adding headcount.
RESULTS
Since adopting Coverflow, Sterling Thompson cut time spent on policy and quote checks by 75%, enabling more proactive client outreach and strategic advising. Coverflow's platform ensures thorough policy reviews and coverage gap analysis, driving greater transparency, trust, and satisfaction.
The firm now delivers a consistently high standard of service at scale-without added overhead-gaining a clear competitive edge.
<1 Month
Time to Value
12K+
Employee Hours Saved
100%
of Carrier Docs Reviewed
80%
Decrease in E&O Risk
"By using Coverflow, we're steps ahead of the competition — from both an efficiency standpoint and a better client experience."
Nikki Young
CIC, CISR, Director of Personal Insurance, Sterling Thompson
Generate spreadsheets and proposals for your policies in under 10 minutes.
