Case Study: Blue Ridge Risk Partners increases retention with Quandri

Blue Ridge Risk Partners increases retention by 1.5% with Quandri

Blue Ridge Risk Partners, a top 75 U.S. insurance agency, faced challenges managing its growing book of business due to a highly manual renewal and requoting process. Staff were burdened with time-consuming data entry, spending up to 90 minutes per policy requote, which hindered their ability to provide proactive client service. To address this, the agency turned to Quandri's Renewal Intelligence Platform to automate these cumbersome tasks.

By implementing Quandri's AI-powered Policy Checking and Requoting capabilities, the agency achieved transformative results. The solution saved 94% of the time previously spent on requoting, freeing up thousands of hours for client-focused work. This led to a 1.5% increase in client retention, a 21% reduction in cancellations, and an expected seven-figure revenue impact. The Quandri platform also empowered staff, improved service consistency, and reshaped how the agency delivers value to its clients.

Blue Ridge Risk Partners