CASE STUDY

How Commercial Insurance Associates Unlocked 3X Pipeline Growth with Outmarket

74%

Average time saved across workflows

330 Hours saved each week

$858k

Annual savings

Company

CIA - Commercial Insurance Associates

Location

Brentwood, TN

Size

200+

Specialization

P&C

About

CIA (Commercial Insurance Associates) is a forward-thinking commercial insurance provider targeting small to mid-sized businesses. Known for responsiveness and digital-first operations, Kevin Hawkinson, director of carrier relations, set out to see what new technology could help increase efficiency and enhance customer service.

Challenge

Despite having strong market traction and a capable team, CIA was struggling with manual workflows. Their market search processes were fragmented across multiple tools and systems, meaning the team had to look across 200+ markets. Meanwhile, manual stewardship reviews and new client benchmarks consumed hours. With limited bandwidth and growing complexity, they needed a system that could think, act, and learn like their top performers, without adding headcount or overhauling their existing stack.

The Solution

Kevin found was that many insurance automation platforms lacked the functionality that made sense for agents and brokers like him. That is, until he found Outmarket.

Market Search provided a way for Kevin to manage all of his carriers’ appetite information in one location, giving his producers a fast and easy way to market an account.

“Outmarket provides marketing placement intelligence from all our carrier partners in one place. It combines all our appetite information, website data, and even handwritten notes,” he said.

Kevin also wanted help with creating proposals and had been looking for a solution for two years when he came across Outmarket’s solution as a full insurance automation platform.

Today, Kevin’s top three insurance workflows in the Outmarket platform are Quote Comparison, Policy Comparison, and Proposal Builder. Quote Comparison and Policy Comparison have had a massive impact on his efficiency, while the Smart Proposal Builder is truly a game-changer for addressing the gap in the market.

“In addition, Coverage Gap Analysis is amazing. The tool lets you quickly run a policy while sitting in a client’s office, so then you’re armed with the information to inform the client what they’re missing, and here’s what we recommend,” he added. “Outmarket gives me the most accurate info about a lead’s risk profiles and quickly, which is key.”

Most importantly, he trusts the secure AI environment Outmarket has built since day one versus ChatGPT or Copilot. With SOC 2 and GDPR compliance, along with ISO 27001 certification and HIPAA compliance, Outmarket AI is one of the only insurtech AI providers to combine global information security standards with regulated-domain protections.

The Process

Rather than just automating tasks, Outmarket serves as an intelligence layer across CIA’s front and back office. Outmarket's flexible platform allows CIA to embed their existing workflows, so there was no replatforming or heavy IT lift.

The Outcomes

“It pays for itself in terms of not having to hire additional service staff. Our agency is more agile, and we can bring on more clients.” By his calculation, Outmarket helps his team save 330 hours every week or 17,160 hours per year, translating into $858,000 in annual savings at an average of $50 per hour.

Here’s Kevin’s breakdown of how Outmarket’s insurance workflow automation saves him time:

10 new business benchmarks week (avg. 9.5 hours saved each)
5 client stewardships/week (2 hours saved each)
100 quote reviews/week (1.5 hours saved each)
25 policy reviews/week (3 hours saved each)

Kevin and his staff can now put the time saved back toward client engagement and new business prospecting. He’s happy to have Outmarket powering his agency.

“I love the responsive team, flexible product, and that this software is shaped to brokers,” he said. “I’m such a believer in it, it’s just that good.”