Case Studies

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Document Processing

Regional MGA Eliminates Submission Processing Backlog

Company Profile

Type: Specialty MGA

Broker Partners: 15

Volume: 50–100 submissions/day in various formats

Team: 5-person operations team, 60% of time on data entry

The Challenge

"Our brokers send submissions in whatever format they want. PDFs, Word docs, scanned images, sometimes just emails with attachments. One of our operations staff spends 8 hours a day typing the same information into our system. Every hire took 3–6 months and cost $80K+. We were stuck."

The Solution

Evari deployed a document processing assistant, trained on the MGA's submission formats and integrated with their Socotra system and email workflow.

80%

of submissions auto-processed

160+

team hours freed per month

2 min

per submission (was 30 min)

$46K

Year 1 net return

"We thought we had to hire more people. Instead, we deployed an AI assistant. Our operations team now focuses on helping brokers rather than typing. Brokers love the faster service."

— Operations Manager, Specialty MGA

Lead Qualification

Broker Network Cuts Lead Response Time From 4 Hours to 15 Minutes

Company Profile

Type: Independent Broker

MGA Partners: 8

Volume: 200+ inbound leads/day

Team: 3-person office staff, 70% of time on lead intake

The Challenge

"We get pounded with inbound leads every day. Email, phone calls, messages through our portal. Half our leads sit in an inbox for 4+ hours waiting to be routed. Brokers calling back asking 'where's my quote?' It was chaos."

The Solution

Evari deployed a lead qualification assistant configured with MGA appetite rules, product mappings, and routing logic. Leads are now qualified and routed the moment they arrive.

60%

of leads auto-qualified

15 min

response time (was 4 hours)

+25%

close rate improvement

$56K

Year 1 net return

"Our brokers used to wait hours for quotes. Now it's 15 minutes. That's a competitive advantage. Plus our staff can actually talk to brokers instead of just typing."

— Principal Broker

Inquiry Triage

MGA Achieves 95% SLA Compliance With Inquiry Triage Assistant

Company Profile

Type: Regional MGA

Daily Inquiries: 100+ from multiple channels

Channels: Email, phone, broker portal, customer portal

Challenge: All inquiries routed manually through one admin

The Challenge

"Inquiries come in from everywhere—email, phone, broker portal, customer portal. Everything hits our admin person. During busy times, urgent stuff gets buried. Claims inquiries treated the same as billing questions. Customers frustrated. Brokers upset."

The Solution

Evari deployed a multi-channel inquiry triage assistant that determines inquiry type from any channel and routes instantly to the appropriate specialist, with urgent items automatically prioritised.

75%

of inquiries auto-routed

10 min

first response (was 4 hours)

95%

SLA compliance (was 60%)

+40%

customer satisfaction

"This is invisible to our customers, but they feel it. Faster response. Accurate routing. When they need something urgent, it gets prioritised. That's service differentiation."

— VP Operations, Regional MGA

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