Empowering Reporting Excellence for Commercial Express

About the company

Commercial Express is a market-leading managing general agent (MGA) that places customer service at its centre. With a continued commitment to their customers and maintaining their professional standards, Commercial Express has achieved Chartered Insurance Underwriting Agents status.

The challenge

Difficulty with existing systems and processes resulted in Commercial Express' need for an operational change to support their business. This shift called for:

1. Improving the efficiency of Continuing Professional Development (CPD) tracking and reporting.
2. Eliminating the manual consolidation of CPD data held across multiple, siloed sources.
3. Access to technical support for seamless Learning Management System (LMS) use.
4. Greater autonomy and flexibility with updating new course content into existing course containers.

Outcomes

Commercial Express has seen a measurable improvement in how they track CPD hours, ensuring their customers have the security of reliable data capture for their professional development.

• Manual processing has been eliminated, reducing reporting time by up to three days per report submission period.
• Automatic tracking and recording saves time and improves the accuracy of reporting.
• Dashboard reporting allows brokers' CPD activity to be viewed in one place, improving data accessibility and reporting standards.
• Ongoing technical support ensures there is no time lost in troubleshooting.
• Day-to-day operations using the LMS are simple and flexible. It allows for automatic updates to course content as and when needed.
• Seamless transition from previous systems with good user adoption and smooth project management.