Cornerstone Insurance is a successful and growing insurance brokerage that has been serving customers for over 60 years. Today, the brokerage is run by Brock Longworth, the second generation in his family to run the brokerage,  with 45 employees spread across four physical offices and a digital brokerage that serves all of Western Canada.

Brock and his team are always looking for innovative ways to take the business and client service to the next level. As a result, Cornerstone Insurance is continuously adopting digital workflows and technologies to increase efficiencies, reduce workload, stand out from the competition, and positively impact their client experience.

The productivity drain of eDoc management

Cornerstone wanted to save time on a crucial yet low-value task: properly naming and categorizing their daily eDoc downloads. This process was time-consuming, repetitive, and challenging to staff due to its monotonous nature. Renaming and organizing eDocs required six valuable human hours from their operations team to open 300-400 policies, read them, extract the necessary data, rename the eDocs accurately, and set broker activities.

This tedious task significantly drained productivity and limited their ability to grow efficiently. Cornerstone wanted to automate this process and refocus their team's free-up time on initiatives that would help move the business forward. There was only one problem, they were unsure how to achieve this or if it was even possible.

From doubt to success: Implementing Quandri

When Brock was introduced to Quandri, he initially thought their offering sounded too good to be true. Quandri proposed a solution that would save Cornerstone Insurance $27,000 a year and repurpose 120 hours of their operations team's time to more valuable work. Additionally, the data from the eDocs would help assist brokers, freeing them to focus on client relationships and sales. Despite his initial doubt, Brock decided to implement Quandri at Cornerstone due to the low initial investment and high ROI potential.

According to Brock, Quandri was highly engaged in finding and creating a solution that worked for their Brokerage. Within five weeks, Quandri's bots were deployed, automating the eDoc management processes for Cornerstone Insurance. Beth Wiebe, Operations Coordinator, praised the implementation, saying, “It surprised me how accurately the bot was built.  In all of the product implementations I have worked through, this was the smoothest.”

Cornerstone was delighted with having a bot that doesn't get sick or take vacations, reliably running on a daily schedule, and completing the process before the work day even began. This not only freed up valuable time for their team but also eliminated the need to rehire for this challenging position.

Results that speak volumes

The most significant benefit for Cornerstone was the newfound reliability of their operations. Quandri enhanced the accuracy of a highly repetitive and high-volume process that was previously challenging to staff. This allowed Cornerstone to redeploy nearly an entire full-time position to more meaningful work to drive business growth.

Cornerstone is thrilled with both the implementation process and the outcomes achieved with Quandri. The success of this initial implementation has led to plans for adopting additional Quandri solutions. The partnership with Quandri is expected to be long-lasting, with the company’s exceptional ability to address pain points and provide effective solutions being a key factor in the ongoing relationship.

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