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Case study — Insurance Brokerage

# QuickQuote: the build that paid for itself.

QuickQuote came to us as insurance brokerage operators in Halifax, Canada with a problem that was costing them weekly. The program below is what moved their headline number: Quotes in 4 min not 2 days.

Fig. 01 — Quote Automation Halifax, Canada

Client
  QuickQuote
Year
  2025
Industry
  Insurance Brokerage
Location
  Halifax, Canada

01

The challenge

Support and operations ran on tribal knowledge: the answer to any question lived in someone's sent folder or somebody's memory. Onboarding new staff took months of shadowing.

Growth made it worse linearly — more customers, more questions, same library of zero documented answers.

02

The approach

Data hygiene came before any bot: field standards, required properties, one naming convention —two days of unglamorous work that made every subsequent automation trustworthy.

Then the leverage sequence: intake and routing automation, response-time workflows, reporting pipelines — each baselined before and measured after in the hours it returned.

The stack consolidated: fewer tools, documented data terms, and integrations that degrade loudly instead of failing silently.

- Team training and quarterly kill-review cadence
- Documented workflows with owners, runbooks and failure alerts
- Lead response-time automation with human checkpoints
- RAG assistant scoped to company documents with citations

03

The results

R—01 -59% Routine support tickets
R—02 62 h Team-hours returned monthly
R—03 -68% Lead response time
R—04 4 min Quote turnaround (was 2 days)

> They automated the work, then wrote down how to fix it without them. The anti-lock-in paperwork was unexpected and brilliant.Priya Raghavan — Managing Director, QuickQuote

04

The gallery

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