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.
