How Heffernan Transformed Policy Checking with Fulcrum’s AI agents
When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking.
Policy checking is one of the most risk-sensitive workflows in commercial insurance. Even small discrepancies between a bound quote and the issued policy can introduce errors & omissions (E&O) exposure.
At Heffernan, tens of thousands of policies are processed annually, with the majority of checks done manually and requiring external capacity. This approach, though the conventional method for most brokerages, introduced high costs, long turnaround times, and variability in review quality — often due to inconsistent training and limited system integration.
The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.
How Heffernan Transformed Policy Checking with Fulcrum’s AI agents
When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking.
Policy checking is one of the most risk-sensitive workflows in commercial insurance. Even small discrepancies between a bound quote and the issued policy can introduce errors & omissions (E&O) exposure.
At Heffernan, tens of thousands of policies are processed annually, with the majority of checks done manually and requiring external capacity. This approach, though the conventional method for most brokerages, introduced high costs, long turnaround times, and variability in review quality — often due to inconsistent training and limited system integration.
The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.
How Heffernan Transformed Policy Checking with Fulcrum’s AI agents
When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking.
Policy checking is one of the most risk-sensitive workflows in commercial insurance. Even small discrepancies between a bound quote and the issued policy can introduce errors & omissions (E&O) exposure.
At Heffernan, tens of thousands of policies are processed annually, with the majority of checks done manually and requiring external capacity. This approach, though the conventional method for most brokerages, introduced high costs, long turnaround times, and variability in review quality — often due to inconsistent training and limited system integration.
The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.
How Heffernan Transformed Policy Checking with Fulcrum’s AI agents
When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking.
Policy checking is one of the most risk-sensitive workflows in commercial insurance. Even small discrepancies between a bound quote and the issued policy can introduce errors & omissions (E&O) exposure.
At Heffernan, tens of thousands of policies are processed annually, with the majority of checks done manually and requiring external capacity. This approach, though the conventional method for most brokerages, introduced high costs, long turnaround times, and variability in review quality — often due to inconsistent training and limited system integration.
The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.
How Heffernan Transformed Policy Checking with Fulcrum’s AI agents
When Heffernan Insurance Brokers, a top-25 brokerage, looked at their operations, one huge bottleneck stood out: Policy Checking.
Policy checking is one of the most risk-sensitive workflows in commercial insurance. Even small discrepancies between a bound quote and the issued policy can introduce errors & omissions (E&O) exposure.
At Heffernan, tens of thousands of policies are processed annually, with the majority of checks done manually and requiring external capacity. This approach, though the conventional method for most brokerages, introduced high costs, long turnaround times, and variability in review quality — often due to inconsistent training and limited system integration.
The process dragged on for up to 15 days, consumed expensive Account Manager (AM) time, and carried significant error and omissions (E&O) risk. Heffernan turned its attention to this next operational choke point as the next challenge to encounter after gaining 100% adoption with Fulcrum Proposals.
