Carrier Intelligence and

Broker Workflow Management

When we do a deal with a brokerage, the change can be intimidating and we are immediately responsible to deliver on our promise of making things better for them. QuickFacts is an easy to implement, easy to understand tool we can deploy for many brokerages right away that helps us build trust and get the relationship off on the right foot. It saves time, simplifies carrier onboarding and helps us make a great first impression.

They are an energetic and dynamic group that understands the business of insurance, and the challenges we face on a daily basis. We have already realized a higher level of overall staff satisfaction with their ability to access critical documents.

Our calls to insurance companies has now decreased as most information is right at our fingertips! With having to know so much information with different carriers, it has made our team more efficient in getting the clients answers in a timely manner. We are excited for what’s still to come with QuickFacts and have truly enjoyed working with them. Would highly recommend this platform.

There is no way we could have launched and grown Cheep Insurance into what it is today without the workflows Christy has built within the QuickFacts system and for our team.

I honestly don’t know what we’d do without it; I am always blown away by the efficiencies Christy is able to add to our processes and the time they save for our team (as we all know, time is money)!

Trying to maintain those documents with the most current information was always a struggle because we all get so busy. When we joined QuickFacts, we started to review our internal documents to see what documents we would want loaded into our Internal Resource section. It turned out that a number of our own resources were no longer needed because QuickFacts does this for us! Having one less thing to maintain and to remember to keep up to date as things change is a huge time saver for us.