Case Study: Harvard Western Insurance reduces pre-call prep time by 75% with Quandri

How AI automation reduced pre-call prep time by 75% for Harvard Western’s advisors

Harvard Western Insurance, a company with over 35,000 personal line policies, faced significant staff burnout and retention challenges due to laborious manual processes. Their advisors were spending excessive time on pre-call preparations and renewal reviews, which hindered client interactions and introduced potential errors. To combat this, they turned to Quandri and its renewal intelligence platform to automate these burdensome tasks.

By implementing Quandri’s AI automation, the vendor eliminated the need for manual renewal review checklists. The solution reads and summarizes policy documents, delivering crucial talking points directly into the company's system. This resulted in a 75% reduction in pre-call prep time for advisors, a 250% return on investment, and the redeployment of 3.5 full-time employees to higher-value work, all while reducing errors and improving client service.

Harvard Western Insurance

Dave Pettigrew

President & CEO