
From Skeptic to Sustainable, how one strategic hire helped Zarahn Insurance reclaim capacity and improve operational efficiency by over 25%
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Dr. Naureen Alim is a board-certified rheumatologist and allergist immunologist practicing at the Galleria location of CLS Health, a large multi-specialty medical group in Houston, Texas. She treats patients with complex autoimmune and inflammatory diseases.
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DHR Health is one of the largest physician-owned healthcare systems in the United States, operating over 120 locations. As the system expanded its subspecialties and clinical footprint across the Rio Grande Valley, administrative complexity intensified, and staffing gaps began to slow down patient access, strain providers, and limit operational capacity.

George Petersen Insurance Agency is one of Northern California's leading independent agencies, with expertise in Commercial Lines, Personal Lines, and much more. With more than $43 million in annual sales, the agency is known for its client-first approach and long-term relationships - but rapid growth and acquisitions began straining internal resources.

With two long-term Edge employees handling admin and critical documentation, Dr. Juarez stabilized operations, eliminated turnover, and gained more time for patients and family.

Melendez Insurance Group is a Chicago-based firm serving both Spanish- and English-speaking clients with personal, group, and commercial insurance solutions. Known for its client-first approach, the agency combines local service with broad insurance expertise.
Knippenberg Insurance restructured operations, boosting revenue by enabling producers to focus on clients instead of admin tasks.
Knippenberg Insurance struggled to find and retain front and back office staff, forcing producers to handle administrative tasks instead of focusing on client management and sales. This inefficiency impacted customer retention and revenue growth.
Edge provided trained, full-time remote talent to handle essential front and back office tasks, improving workflows and reducing the burden on producers.
With administrative tasks off their plate, producers had more time to focus on clients and generate new business. The agency increased calls answered by 46%, improved customer retention, and saw a 4% increase in business premiums.
Explore how Edge helps agencies regain capacity, improve efficiency, and build dependable teams designed to scale responsibly.
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