Case Study: Mackay Insurance cuts renewal review time from five weeks to one day with Quandri

How Mackay Insurance cut renewal review time from five weeks to one day

Mackay Insurance, a mid-sized independent insurance brokerage, faced a significant challenge with its manual renewal review process, which created a backlog of three to five weeks. This delay prevented brokers from proactively contacting clients and forced the company to consider hiring additional staff, increasing overhead. To overcome this, they partnered with vendor Quandri to implement its Renewal Reviews capability.

By deploying Quandri's solution, Mackay Insurance automated its workflow, enabling brokers to review client renewals within a day or two of receiving documents. This allowed the team to proactively reach out to clients with key information. The results were substantial: the process became 35 times faster, brokerage overhead was reduced by 67%, and over 200 staff hours per month were repurposed for client engagement and revenue generation.

Mackay Insurance

Holly Phillips

Brand Manager