Case Study: Ausband Chapman Insurance achieves 6.5x more client outreach with Quandri

Ausband Chapman Insurance scales client outreach 6.5x with Quandri

Ausband Chapman Insurance, a full-service independent agency, faced a challenge in scaling its personalized client outreach. Despite a goal to provide each client with a policy-specific review, their team was overwhelmed by volume, resulting in only 10% of renewals being handled proactively. This created a retention risk. COO James Chapman sought a solution from vendor Quandri to fix this broken workflow without adding headcount.

Quandri implemented its system to analyze policies and automatically generate personalized renewal emails with specific insights and recommendations. This solution enabled Ausband Chapman to handle 95% of renewals proactively, up from 10%. The vendor's tool scaled client outreach 6.5x per account manager, increased policies reviewed by 900%, and freed up time for the team to focus on higher-value advisory work and cross-selling opportunities.

Ausband Chapman Insurance