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Calculator, pen, and financial paperwork on an insurance broker's desk in Oakville
Home / Case Studies / Oakville Insurance Brokerage
Insurance · Brokerage · Oakville, ON

Cutting Response Time From Days to Minutes

An 8-person insurance brokerage lost renewal deadlines to a slow IT provider. Here's how we fixed it before the next renewal season.

9 min
Average response time, down from 2-3 days
0
Missed renewal deadlines since switching
24/7
Monitoring on servers and network
Client Snapshot
Industry
Insurance Brokerage
Location
Oakville, ON
Team Size
8 people
Key Software
Applied Epic
Services Used
Managed IT, Cybersecurity
The Challenge

Renewal Season Kept Locking Staff Out

Their previous IT provider took two to three days to return calls. During renewal season, that delay meant staff sat locked out of policy systems while deadlines passed.

Nobody owned the problem. Password resets, software crashes, and connectivity issues all went into the same slow queue, with no priority given to time-sensitive renewal work.

Server and network equipment supporting an insurance brokerage's policy systems
What We Did

An Unlimited Helpdesk With a Real SLA

1

Moved them to unlimited helpdesk support with a 15-minute response commitment for every ticket.

2

Rebuilt their access controls so a locked account gets fixed in minutes, not a ticket that waits in line.

3

Added 24/7 monitoring across servers and network, catching issues before they reach the renewal desk.

4

Documented their environment for the first time, so any technician on our team can pick up a ticket without starting from zero.

“Renewal season used to be a fight with our own computers. Now our biggest worry is the renewals.”
Office Manager, Oakville Insurance Brokerage
The Results

Zero Missed Deadlines Since

Average response time dropped to 9 minutes. Since switching, the brokerage has not missed a single renewal deadline to an IT issue, and staff no longer budget extra time around their own systems.

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