Case Studies

Case Study: Increasing GWP with pre-qualified lead generation

A leading US carrier had been working with a global insurance brokerage to generate more qualified businesses and convert them into policies and written premiums. Download this case study to learn more about: The existing process of lead generation and the common technological challenges associated with it. How Planck’s platform was able to generate qualified …

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Case Study: Improving underwriting and pricing capabilities by discovering new risk insights

A large international carrier was looking to improve its underwriting and pricing capabilities for its workers comp book in the US by accounting for new risk indicators. Download this case study to learn more about: The different hypothesises tested in this case study How Planck’s platform gave the carrier the capability to discover and test …

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Case Study: Improving agent experience in commercial insurance

Introduction: Typically when a carrier wants to improve the agents’ experience, the automatic go-to response is to reduce the number of submission questions or pre-fill the submission forms. However, just reducing the data input does not necessarily improve the agents’ experience. In this case study, we will discuss how a leading commercial carrier took a …

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Case Study

Case Study: Prefilled Workers’ Comp Submissions

For more than 50 years, a leading small- and medium-business (SMB) workers’ compensation carrier had successfully grown across multiple states. But as the team looked to continue this upward trajectory, they recognized that some basic elements of their process – including a long, complicated submission form and a manual validation system – were increasingly becoming …

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