Real Results from
Real Clients
Numbers don't lie. Here's what happens when P&C insurance businesses stop managing their operations manually and start building real growth infrastructure.
Deep Dives Into What We Built
Three detailed examples of the types of engagements we run, covering the context, what we built, and the results that followed.
Regional MGA Reduces Submission Processing Time by 72%
A specialty lines MGA writing primarily habitational and light commercial was processing around 200 submissions per week. Their intake process ran entirely through shared email inboxes: no structured routing, no triage system, no prioritization logic. Three operations staff spent their mornings manually reading, sorting, and forwarding submissions before any underwriting work could begin.
The team was at capacity, turn times were slipping, and producer satisfaction was declining. Management knew they needed to double submission volume to hit their carrier commitments, but couldn't do it with their existing process.
- n8n automation workflow capturing submissions from 4 channels (email, portal, fax-to-email, direct API)
- Automated completeness check against a 14-point data requirement list
- Risk appetite pre-screening rules engine mapped to carrier guidelines
- Workload-balanced assignment to underwriters based on class expertise and current queue
- AMS360 bi-directional integration eliminating all manual data entry
- Automated status notifications to submitting agents at every stage
"We went from manually sorting 200 submissions every morning to having them automatically routed, triaged, and in the right underwriter's queue before anyone arrived. We can handle 600 submissions a week with the same team now."
— COO, Specialty Lines MGA
Independent Agency Grows Pipeline 3x in 90 Days
An 8-producer P&C agency had been in operation for 12 years but had never moved beyond referral-based new business. They had no CRM; producers kept notes in spreadsheets and Outlook folders. Lead follow-up was inconsistent, with some leads receiving one call and never being touched again. There was no outbound prospecting program and no real visibility into the pipeline.
The agency had strong carrier relationships and experienced producers, but their sales infrastructure was stuck in 2010. They were leaving significant commercial lines opportunity on the table because they simply had no system for pursuing it.
- HubSpot CRM build with P&C-specific pipeline stages and renewal tracking
- Lead response automation for 5-minute multi-channel first contact from all lead sources
- 12-touch prospect follow-up sequences across email, phone, and LinkedIn
- Outbound prospecting system targeting mid-market commercial accounts in their region
- Producer activity dashboards and weekly performance reporting
- Renewal pipeline with 90/60/30-day automated campaign triggers
"Every producer actually uses the CRM now, because it's built for how we actually sell insurance, not some generic sales process. The outbound system has added a completely new pipeline that didn't exist before."
Agency Principal, 8-Producer Commercial P&C Shop
Regional Carrier Adds 14 Quality Agency Appointments in One Quarter
A regional commercial lines carrier with a strong appetite for light industrial and contractor accounts had been trying to expand their distribution in the southeast for two years. They had a full-time distribution manager, attended trade shows, and ran general agency marketing campaigns, but struggled to find agents who actually specialized in their target classes rather than just writing opportunistic submissions.
The carrier had a well-defined appetite and competitive products. What they lacked was a systematic approach to identifying the boutique commercial agencies who write exactly the type of risk they wanted, along with a structured way to approach and onboard them.
- Detailed ICP definition for target agency partners (class focus, GWP range, carrier relationships)
- Research-driven identification of 89 qualifying agencies across target states
- Outreach and qualification campaign resulting in 28 engaged conversations
- Structured introduction process connecting 14 qualified agencies with carrier distribution team
- First-90-day activation program for all new appointments
- CRM build tracking all agency relationships and submission activity
"In two years of trying on our own, we couldn't find what Promised Path found in 90 days. We now have 14 agencies writing the exact classes we want, and 11 of them are already active and producing."
VP Distribution, Regional Commercial Lines Carrier
Outcomes Across Our Client Portfolio
A snapshot of results across different engagement types, company sizes, and lines of business.
Down from 6+ hours. Personal lines agency, Florida. HubSpot + automation build.
Written in 12 months. Mid-size commercial lines agency. Outbound + CRM build.
To support 3x submission growth. E&S specialty MGA. Full automation stack.
Across two states. Regional admitted carrier. Distribution partnership program.
Over 90 days. Commercial lines agency. Follow-up automation and CRM build.
CRM + automation + outbound system. 12-producer agency. HubSpot build.