Case Study: Fournier Insurance Solutions boosts renewal capacity with Quandri

Fournier Insurance Solutions reviews 10x more renewals with Quandri

Fournier Insurance Solutions, the largest independent insurance agency in Washington State, faced a challenge with its highly manual and time-consuming renewal process. Each policy renewal required an account manager to spend approximately 45 minutes on manual data comparison and quote retrieval, preventing the team from proactively reaching out to clients. They turned to Quandri and its automation platform to address this operational bottleneck.

By implementing Quandri, Fournier automated its operational tasks overnight, which enforced agency standards and freed account managers from manual data entry. The solution led to a 10x increase in renewals reviewed, a 9x increase in client outreach, and an 85% time savings on remarketing. This allowed the team to become proactive, improve client retention, and achieve massive capacity gains without adding new headcount.

Fournier Insurance Solutions