Case Study: Kelley, Jiggins & Associates improves retention and response times with Quandri

How KJ&A turned client losses Into loyalty with AI-powered renewal intelligence

Kelley, Jiggins & Associates (KJ&A), a long-standing independent insurance agency in California, faced significant client retention challenges during a hard market. Rising premiums led to an overwhelming volume of angry client calls, manual policy checks were too slow, and agents lacked insights to explain rate changes, resulting in policy cancellations and agent burnout. To address this, they turned to vendor Quandri and its AI-powered renewal intelligence platform.

By implementing Quandri’s solution, KJ&A automated policy checks and provided agents with instant summaries of key changes, including premium explanations and missing coverages, directly within their workflow. This enabled personalized, proactive conversations with clients. The results were transformative: the agency saw a 5x increase in client outreach, a 10x faster response time to inquiries, and agents saved an average of 240 client cancellations per year, all while drastically improving team morale and efficiency.

Kelley, Jiggins & Associates

Miguel Reynaga

Personal Lines Account Manager