Coverflow Enables Legacy to Process 40% More Business in 83% Less Time

Legacy Insurance Partners brings together over a century of combined expertise from established North Carolina agencies, including Faw and Broome Insurance. Serving thousands of businesses and individuals across the state, Legacy operates under their "Better Together" philosophy, maintaining deep community roots while delivering comprehensive insurance solutions through a consultative, relationship-first approach.

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.

"You guys have an amazing product."

Joe Belt
Business Insurance Account Manager at Legacy Insurance Partners