Customers
Three anonymized field stories
Independent agent, multi-state solo practice, and a 12-delegate agency — license types, states managed, and hours saved per AEP cycle.
Anonymized case studies
License types, states managed, hours saved per AEP cycle
Every number is a marketing approximation from aggregated usage — no agents are named or identifiable.
Independent agent — Florida
Single-agent practice, three counties, no support staff.
License type
Health (2-40)
States managed
Florida (FL)
Carriers
HumanaUnitedHealthcareAetna
Hours saved / AEP cycle
18hours
AEP-day compliance window went from a four-week side project to a 45-minute weekly review.
Multi-state solo practice — PA + OH
Single agent writing across two states, three carriers, one compliance person.
License type
Life & Health (PA)Health (OH)
States managed
Pennsylvania (PA)Ohio (OH)
Carriers
AnthemHighmarkUPMCAetna
Hours saved / AEP cycle
26hours
Reciprocity carriers and PA-specific CE deadlines now share one digest instead of two separate trackers.
Agency with 12 delegates — Texas
12 writing delegates, one compliance lead, four carriers.
License type
Life, Accident & Health (TX)General Lines (TX — P&C add-on)
States managed
Texas (TX)
Carriers
UnitedHealthcareHumanaAnthemMutual of Omaha
Hours saved / AEP cycle
42hours
AEP-readiness audit replaces the manual spreadsheet the agency lead used to rebuild every August.
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