How George Petersen Built a High-Performing Backend Insurance Team in Weeks — Not Months

The Challenge

Rapid growth and multiple acquisitions had stretched George Petersen Insurance to its limits. Manual data migrations, certificate backlogs, and policy audits overwhelmed internal teams. Recruiting skilled insurance staff locally had become slow and expensive — and post-COVID, nearly impossible.

Core bottlenecks included:

• Stretched thin with new business policy audits each month
• Delays in certificate issuance across offices
• Long onboarding cycles for new hires
• Coverage gaps in personal lines
• Rising costs for in-office staff with limited RO

Hiring locally proved slow and costly — and after COVID, finding skilled insurance staff became nearly impossible.

“We were losing that work-life balance for our staff. That just is difficult for everybody.” - Kathy Heglin, Commercial Lines Service Manager

The Edge Solution

When traditional recruiting couldn’t keep pace, George Petersen turned to Edge to build a dedicated backend team — not to outsource work, but to extend their operations responsibly. Edge’s full-service operating model goes beyond staffing. It combines global recruiting, compliance, IT, onboarding, and HR management into one secure, managed platform — so agencies can scale confidently without added administrative burden. Edge’s model allowed the agency to select and directly manage professionals trained in U.S. insurance workflows, EPIC systems, and compliance requirements.

“The thing that made Edge stand out the most for me was that the people we worked with were specifically for our agency. It wasn’t our work being sent to a pool of people — we had specific people that worked with us.” - Kathy Heglin, Commercial Lines Service Manager

Why George Petersen chose Edge:

• Dedicated team members, not a shared talent pool
• Top-tier talent screening and matching, with complete control over final hiring selection
• Spanish-speaking associates that aligned with U.S. business hours
• Insurance-trained professionals familiar with EPIC and agency workflows

Results & Impact

Once Edge came onboard, everything changed.

“Edge became the dedicated backend team the agency couldn’t hire locally — handling certificates, policy checks, auditing, and data work that freed internal teams to focus on clients.” - Kathy Heglin, Commercial Lines Service Manager

✅ 51% faster time-to-recruit ✅ Fully staffed certificate unit ✅ Noticeable lift in efficiency across departments ✅ Staff balance and morale restored

 

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