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 AutomationHalifax, Canada
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.
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
The results
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
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Fixed quotes in 48 hours. Senior team only. Zero hand-offs between disciplines.