Case Study: Western Financial Group achieves 15% personal lines EBITDA lift with Quandri

Western Financial Group lifts personal lines EBITDA 15% with Quandri

Western Financial Group, a large Canadian insurance brokerage, faced a challenge in maintaining its service standards across its national operations. Manually preparing for each client renewal took advisors 30 minutes, creating inconsistent service and putting millions in premium revenue at risk. They partnered with vendor Quandri to address this scaling issue.

By implementing Quandri's automation platform, Western Financial Group dramatically reduced policy review time from 30 minutes to just three. The Quandri solution automated policy analysis, client outreach, and identified upsell opportunities. This resulted in a 15% lift in personal lines EBITDA, worth $2.5 million in additional margin, a 2.3% increase in retention saving $1.5 million in revenue, and a 6.25x ROI, all achieved without adding headcount.

Western Financial Group