Small business insurance (InsurTech)Sourced

Case Study: NEXT Insurance saves $957K and lifts adherence to 85% with Assembled

NEXT Insurance Case StudySourced & dated by Case Study Desk

Key facts · TL;DR

Company

NEXT Insurance

Industry

Small business insurance (InsurTech)

Challenge

A 120-agent team had limited ability to plan or measure staffing.

Headline result

$957K saved and adherence up from 68% to 85%

Key results

$957K

Cost savings

68% → 85%

Schedule adherence

17-point increase

1 mo

Implementation time

The challenge

NEXT Insurance, a small-business insurance provider, supported customers with a 120-agent team but had limited ability to plan or measure staffing. Leaders wanted real-time visibility and a way to tie staffing decisions to cost.

The solution

NEXT Insurance implemented Assembled's Workforce Management for forecasting, scheduling, and real-time adherence tracking, completing the rollout in about one month.

“We went from limited ability to plan or measure to having complete visibility and being able to make strategic decisions based on real data.”
DS
Dan Swartz
Workforce Manager, NEXT Insurance

The results, in context

Assembled reports NEXT Insurance realized $957K in cost savings and raised schedule adherence from 68% to 85% — a 17-point increase — after the one-month implementation.

Products used

Assembled Workforce Management