Case Study: How the Oliver L.E. Soden Agency Cut Quote Times by 60% and Closed New Business Faster with Authentic
Modernizing Fitness Franchise Insurance (Part 2 of 2)
🗺️Overview
From the perspective of Matthew Zupkay, Risk Management Advisor at the Oliver L.E. Soden Agency, a Keystone Network Partner in New Jersey:
“As a newer producer entering a competitive fitness‑center market, I was looking for a straightforward way to carve out a niche and start winning account share quickly.
Retro Fitness locations move fast, members come and go, and the underwriting process for franchise risk can be a major hurdle—especially when you’re still building your book of business.”
🧩Challenge
The market for fitness businesses presents a unique set of challenges:
Established brokers had in-house portals and direct carrier access for Retro Fitness, making it tough for new agents to compete
Gathering loss runs, financials, and site inspections by email was tedious, error-prone, and dragged out the quoting process
Prospects expecting fast answers chose agents who could deliver quotes in days, not weeks
✅Result
Partnering with Authentic transformed Matthew’s workflow and results:
A web-based portal streamlined quoting, document uploads, and real-time firm indications
E-signatures and instant endorsements enabled same-day policy binding
A live dashboard tracked underwriting needs, preventing delays
📈Impact
• 60% faster quote turnaround | from 7 days to under 3
• New business growth | Matthew secured the first Retro Fitness account within the first quarter, setting the stage for future expansion
🧠Conclusion
“Technology and underwriting expertise from Authentic have given me the credibility and agility I needed to carve out a Retro Fitness specialty.
The seamless quoting, binding, and renewal processes not only save me hours each week but also position me as a proactive partner to gym owners. I’m excited to build on this success and grow my franchise portfolio even further.”