Case Study
How JKJ Uses Outmarket AI to Streamline Workflows, Consolidate Technology, and Elevate Client Service
By Outmarket
Stats at a Glance:
Days to Hours: The time spent putting together a client proposal dropped from a couple of days to a matter of hours.
Platform Consolidation: JKJ was able to consolidate AI workflows, data structuring, and data visualization under one roof instead of purchasing multiple products.
6-Month Pilot: An initial pilot program with just 10 employees proved the software's rapid improvement and paved the way for a full-team rollout.
Company Overview:
Company: Johnson Kendall Johnson (JKJ)
Key Stakeholder: Yvette Jimenez, Data Project Manager
Specialization: Commercial insurance, personal lines, and benefits
About
Johnson Kendall Johnson (JKJ) is an independent insurance brokerage focused mainly on commercial lines, while also offering personal lines and benefits. The firm prioritizes leveraging technology, specifically looking for ways to streamline employee workflows and improve data visualization for both internal and external reporting.
Challenge
Before Outmarket, JKJ's account management team spent significant time on tedious, manual tasks. Putting together a client proposal could take an employee two full days. Additionally, creating loss summaries was a long process, requiring staff to review years of loss data and manually draft a summary for the client.
On the data side, the firm relied on Excel to deliver claims analytics to clients, which was a very tedious process. Because the reporting took so much manual effort, it was difficult to scale the service to a large number of clients, despite the value it provided. JKJ was actively searching for software solutions for AI workflows and data structuring, but found that most Insurtech products only handled individual pieces of the puzzle.
The Solution JKJ initiated a six-month pilot of Outmarket with 10 employees of varying technical and insurance experience levels to test the product. Impressed by rapid improvements and the Outmarket team's responsiveness to feedback, JKJ rolled the software out to the entire commercial team, and eventually to their personal lines team.
Top-utilized Outmarket workflows include:
Proposal Builder: Outmarket generates proposals in a few minutes, which staff then review and send out, saving massive amounts of time. Outmarket’s Proposal Builder is adaptable, allowing JKJ to maintain their specific aesthetic and branding.
Document Chat for Loss Summaries: Team members chat with the AI, provide context, and generate an outline of loss data, significantly simplifying the summary process.
Policy Comparison: Staff use this workflow to quickly compare policies across both the commercial and personal lines departments.
Claims Analytics: JKJ is transitioning its data-driven claims analysis into Outmarket to standardize reporting and scale the process with the help of AI.
The Process
The implementation of Outmarket was a highly collaborative process. When JKJ required MFA (Multi-Factor Authentication) and SSO (Single Sign-On) before expanding to the full team, Outmarket quickly adapted and built those capabilities to meet the agency's security needs. During the full rollout, the Outmarket team spent a couple of days on-site with JKJ to ensure everyone was properly trained and comfortable using the software.
Outmarket also proved to be an adaptable partner for department-specific operations. Outmarket’s head of product met directly with JKJ's head of personal lines to develop tailored workflows so that the personal lines team wouldn't have to rely solely on making edits to commercial workflows. Furthermore, Outmarket's engineers are working closely with JKJ on a months-long, all-hands-on-deck process to accurately transition their data-driven claims analysis over to the platform.
The Outcomes
The adoption of Outmarket has delivered profound results across JKJ's operations:
Massive Time Savings: Proposal creation went from taking a couple of days down to a matter of hours. Outmarket completes the heavy lifting in a few minutes, leaving staff with just a quick final review process.
Scaling Client Services: By using Outmarket to streamline and standardize their rigorous claims analytics reports instead of relying on manual Excel files, JKJ is increasing the number of clients who can receive this valuable service.
Software Consolidation: JKJ found that Outmarket handled multiple solutions, like AI workflows, data structuring, and visualization, all under one roof. This consolidation saves on software costs and reduces overall employee training time.
Happier Team Members: Employees report that the software cuts down on tedious work, making them feel less spread thin in their day-to-day operations. Organic usage continues to rise as staff members share their success stories and incentivize others to try the platform.
In Their Own Words
"I think every single day I hear from a new team member on how much this is helping them. It's really speeding up their day-to-day and allowing them to be spread a little bit less thin."
— Yvette Jimenez | Data Project Manager, JKJ
1. On Software Consolidation "We did see a couple different products that all did the individual pieces really well. But then when we came across Outmarket, they were doing all of it under one roof. Obviously that saves on cost, that saves on training. It became a no-brainer."
2. On Time-to-Value "Before it would take them probably a couple of days to put together a proposal, now it's a matter of hours. Outmarket does that in a few minutes, they double check it, they make sure everything looks the way that it needs to look, and then it's ready to go out the door."
3. On Adaptability and Partnership "Outmarket now feels like an important partner for where JKJ is headed, especially because they have been so adaptable. When we told them the issue that we had, they found a way to help us out."
4. On Tailored Solutions "They have since developed even further their personal lines workflows and now we have workflows that are more tailored to personal lines and they don't have to maybe make as many edits as they would have using the commercial workflows. They're finding a lot more value in that."
Stats at a Glance:
Days to Hours: The time spent putting together a client proposal dropped from a couple of days to a matter of hours.
Platform Consolidation: JKJ was able to consolidate AI workflows, data structuring, and data visualization under one roof instead of purchasing multiple products.
6-Month Pilot: An initial pilot program with just 10 employees proved the software's rapid improvement and paved the way for a full-team rollout.
Company Overview:
Company: Johnson Kendall Johnson (JKJ)
Key Stakeholder: Yvette Jimenez, Data Project Manager
Specialization: Commercial insurance, personal lines, and benefits
About
Johnson Kendall Johnson (JKJ) is an independent insurance brokerage focused mainly on commercial lines, while also offering personal lines and benefits. The firm prioritizes leveraging technology, specifically looking for ways to streamline employee workflows and improve data visualization for both internal and external reporting.
Challenge
Before Outmarket, JKJ's account management team spent significant time on tedious, manual tasks. Putting together a client proposal could take an employee two full days. Additionally, creating loss summaries was a long process, requiring staff to review years of loss data and manually draft a summary for the client.
On the data side, the firm relied on Excel to deliver claims analytics to clients, which was a very tedious process. Because the reporting took so much manual effort, it was difficult to scale the service to a large number of clients, despite the value it provided. JKJ was actively searching for software solutions for AI workflows and data structuring, but found that most Insurtech products only handled individual pieces of the puzzle.
The Solution JKJ initiated a six-month pilot of Outmarket with 10 employees of varying technical and insurance experience levels to test the product. Impressed by rapid improvements and the Outmarket team's responsiveness to feedback, JKJ rolled the software out to the entire commercial team, and eventually to their personal lines team.
Top-utilized Outmarket workflows include:
Proposal Builder: Outmarket generates proposals in a few minutes, which staff then review and send out, saving massive amounts of time. Outmarket’s Proposal Builder is adaptable, allowing JKJ to maintain their specific aesthetic and branding.
Document Chat for Loss Summaries: Team members chat with the AI, provide context, and generate an outline of loss data, significantly simplifying the summary process.
Policy Comparison: Staff use this workflow to quickly compare policies across both the commercial and personal lines departments.
Claims Analytics: JKJ is transitioning its data-driven claims analysis into Outmarket to standardize reporting and scale the process with the help of AI.
The Process
The implementation of Outmarket was a highly collaborative process. When JKJ required MFA (Multi-Factor Authentication) and SSO (Single Sign-On) before expanding to the full team, Outmarket quickly adapted and built those capabilities to meet the agency's security needs. During the full rollout, the Outmarket team spent a couple of days on-site with JKJ to ensure everyone was properly trained and comfortable using the software.
Outmarket also proved to be an adaptable partner for department-specific operations. Outmarket’s head of product met directly with JKJ's head of personal lines to develop tailored workflows so that the personal lines team wouldn't have to rely solely on making edits to commercial workflows. Furthermore, Outmarket's engineers are working closely with JKJ on a months-long, all-hands-on-deck process to accurately transition their data-driven claims analysis over to the platform.
The Outcomes
The adoption of Outmarket has delivered profound results across JKJ's operations:
Massive Time Savings: Proposal creation went from taking a couple of days down to a matter of hours. Outmarket completes the heavy lifting in a few minutes, leaving staff with just a quick final review process.
Scaling Client Services: By using Outmarket to streamline and standardize their rigorous claims analytics reports instead of relying on manual Excel files, JKJ is increasing the number of clients who can receive this valuable service.
Software Consolidation: JKJ found that Outmarket handled multiple solutions, like AI workflows, data structuring, and visualization, all under one roof. This consolidation saves on software costs and reduces overall employee training time.
Happier Team Members: Employees report that the software cuts down on tedious work, making them feel less spread thin in their day-to-day operations. Organic usage continues to rise as staff members share their success stories and incentivize others to try the platform.
In Their Own Words
"I think every single day I hear from a new team member on how much this is helping them. It's really speeding up their day-to-day and allowing them to be spread a little bit less thin."
— Yvette Jimenez | Data Project Manager, JKJ
1. On Software Consolidation "We did see a couple different products that all did the individual pieces really well. But then when we came across Outmarket, they were doing all of it under one roof. Obviously that saves on cost, that saves on training. It became a no-brainer."
2. On Time-to-Value "Before it would take them probably a couple of days to put together a proposal, now it's a matter of hours. Outmarket does that in a few minutes, they double check it, they make sure everything looks the way that it needs to look, and then it's ready to go out the door."
3. On Adaptability and Partnership "Outmarket now feels like an important partner for where JKJ is headed, especially because they have been so adaptable. When we told them the issue that we had, they found a way to help us out."
4. On Tailored Solutions "They have since developed even further their personal lines workflows and now we have workflows that are more tailored to personal lines and they don't have to maybe make as many edits as they would have using the commercial workflows. They're finding a lot more value in that."
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Ready to Transform Your Agency?
Ready to Transform Your Agency?
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
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