Case Study: McFarlan Rowlands Insurance Brokers improves renewal efficiency with Quandri

How McFarlan Rowlands utilized Quandri to automate repetitive renewal tasks

McFarlan Rowlands Insurance Brokers, a firm with a 120-year legacy, faced a significant challenge in scaling its labor-intensive renewal review process after a period of rapid growth. The increasing volume of work was straining their team, threatening their ability to provide proactive client service. To help their employees meet changing client expectations, they turned to vendor Quandri to automate these repetitive administrative tasks.

By implementing Quandri's automation solution, McFarlan Rowlands transformed its operations. The vendor's platform processed over 18,000 renewal reviews in six months, a workload estimated to require ten full-time employees. This automation allowed the firm to redeploy five and a half full-time positions to more valuable, revenue-generating work and significantly improve client service. The results exceeded expectations, with McFarlan Rowlands achieving a 350% return on its investment in Quandri within months.

McFarlan Rowlands Insurance Brokers

Christa O'Neil

Chief Operating Officer