Case Study | Letorney & Mattei Affordable Insurance, LLC

Resources Case Studies Letorney & Mattei Affordable Insurance, LLC

Letorney & Mattei Affordable Insurance, LLC grows its remote client base with simple, secure esignatures.

Letorney & Mattei Affordable Insurance, LLC is a new insurance agency in Massachusetts that sells Property and Casualty policies to consumers, with plans to expand into Life and Commercial lines.

Brandy Sawdy is a Senior Licensed Producer who sells policies, provides client service, and supports marketing.

PRODUCTS USED

eSignatures

INDUSTRY

Insurance

Number of PDCflow Users

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The Challenge

Launching as a remote-friendly agency created an immediate need for fast, secure signatures without in-person visits.

Security and cost control were non-negotiable, and the team needed something easy to use.

Brandy Sawdy
Senior Licensed Agent

“Security is always a priority. We also wanted software that is easy to navigate and cost-effective.”

They considered alternatives but found that the pricing and workflow structure were misaligned with their early stage of operation.

Brandy Sawdy
Senior Licensed Agent

“We did consider Sertifi… however, the workflow structure did not fit within our budget or our needs at this time.”

The Solution

Letorney & Mattei Affordable Insurance, LLC adopted PDCflow esignatures to execute applications and related insurance documents remotely. They needed software that would work both for their budget and their workflows as the agency scales.

Brandy Sawdy
Senior Licensed Agent

“Honestly, it fits our budget, is easy to use, and it meets our needs.”

How L&M Insurance Uses PDCflow

Send esignature requests for applications and related documents to clients who cannot visit in person.

Keep client experience simple and secure to reduce friction for remote signers.

Operate with low administrative overhead as the agency grows.

PDCflow also supports market reach beyond the immediate neighborhood.

Brandy Sawdy
Senior Licensed Agent

“Clients and potential clients who live within 15 miles of our agency are more likely to come to our office and provide us with a wet signature… Anyone outside that area would be more amenable to signing documents remotely.”

The Results

Implementing PDCflow esignatures has expanded L&M Insurance’s client network and made remote selling easier. By making secure esignatures available to prospects beyond a 15-mile radius, the agency increased its addressable market without adding back-office burden.

Brandy Sawdy
Senior Licensed Agent

“The main business result has been expansion of our client network.”

Low effort deployment and day-to-day use. The team reports a smooth rollout and simple workflows that match current volume and budget.

Brandy Sawdy
Senior Licensed Agent

“The process to get started was very simple and suits our current needs as a small business.”

Summary

Starting as a remote-friendly agency, L&M Insurance needed a secure, affordable, and easy esignature tool. PDCflow met those requirements, enabling the team to execute applications quickly, serve clients beyond their local radius, and expand their client network without adding complexity.