Case Study

Treaty Oak General Agency Launches DigitalEdge Policy To Support Rapid Growth

Overview: Treaty Oak sought a modern policy platform to offer a better user experience for both agents and underwriters – with the goal to manage growth without additional headcount. This quote by Treaty Oak’s president, Geoffrey Crater speaks to the incredible results experienced on DigitalEdge Policy, “In just 3 months, the team quoted 72% of the previous year’s total volume with no increase in headcount…” For the complete quote and details of this implementation, download this project overview.

We recommend this to: Insurance professionals looking to speed the submission process and reduce underwriting cycle times should read this. If interested in the capabilities of the modern underwriting workbench and benefits derived from third-party data integration partners, check this out.

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Treaty Oak Drives Rapid Growth
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