Meadors, Adams & Lee swaps manual policy work for client-service outreach.
Meadors, Adams & Lee is one of Arkansas' oldest and largest independent insurance agencies. Committed to integrity and exceptional service, the firm provides tailored commercial, personal, and employee benefits insurance solutions through hundreds of carriers.
Challenge
Policy checking had taken up to an hour for each, with staff manually cross-referencing Epic data line by line. Proposals were built by hand, one document at a time, and lacked a streamlined path from carrier data to client-ready output. MA&Lee had to invest in costly outsourcing just to keep up with volume.
Solution
MA&Lee leverages Coverflow to save time while building capacity and consistency. Staff now focuses on client service, freed from repetitive and manual admin work. Coverflow also automated transactional prep, helping MA&Lee’s service team scale growth without increasing headcount.
Results
With Coverflow, MA&Lee has saved time while boosting capacity and consistency, with enhanced customer service. MA&Lee reports improved proposal quality, reduced turnaround time, and greater accuracy in spotting discrepancies.
1,200+
FTE hours saved annually
92% increase
Client response time
70% decrease
Policy checking time
30 days
Results achieved
"The ongoing development of Coverflow has been very important to us, and the communication with the team has been excellent… It truly feels like a partnership rather than simply working with a software provider.”
Leslie Bass
Account Executive at MA&Lee