Scott Insurance, a leading middle-market insurance agency, has always excelled at winning new business and retaining valuable clients through their experienced team of insurance professionals. To capture even more opportunities and strengthen their renewal success in today's competitive market, Scott Insurance has partnered with Powerbroker AI to enhance their new business and renewal processes.
The partnership combines Scott Insurance's proven sales and service expertise with Powerbroker AI's platform. The technology works alongside Scott's experienced professionals, helping them quickly analyze insurance documents according to Scott's coverage requirements. This collaboration enables their seasoned team to pursue more new business opportunities while also strengthening their renewal book through thorough coverage reviews and proactive solutions.
"We chose Powerbroker AI because it helps us win new business and retain valuable clients while maintaining the thorough analysis that sets us apart," says Dustin DeJarnette, Director of P&C Technical Development and Compliance at Scott Insurance. "The platform supports our teams with deep coverage gap analysis, allowing them to dedicate more time to what they do best – building relationships and growing our book of business through both new sales and renewals."
The partnership between Scott Insurance and Powerbroker AI represents an investment in empowering their team with modern technology. By incorporating AI-assisted policy reviews into their workflow, Scott Insurance aims to:
Pursue more new business opportunities
Strengthen renewal retention through proactive coverage reviews
Close deals faster while maintaining quality
Give their team more time for relationship building
Identify additional coverage opportunities in both new and existing accounts
"This technology investment enhances our ability to grow in all directions," adds Dustin. "By equipping our experienced team with advanced tools, we can pursue more new opportunities while ensuring we're delivering maximum value to our existing clients."
Scott Insurance looks forward to leveraging this technology to support their professional team in growing and retaining their book of business while maintaining their position as trusted advisors to their clients.