$250K
Annual Savings
100%
Quote Accuracy
136
Hours Saved / Week
The Situation & Approach
Context & Challenge
The Challenge
Western & Southern's team was spending hundreds of thousands of dollars annually on enterprise CRM licenses just to handle policy quoting. Furthermore, manual entry led to an unacceptable 37% error rate in complex policy quotes, causing compliance risks and delays.
Our Solution
Revenue Institute overhauled the firm's operational architecture, replacing the expensive legacy module with a streamlined, automated document generation and quoting system. This system securely integrated with their core financial data lake to ensure absolute precision.
The Results
The new system eliminated the need for the costly CRM add-on, immediately saving $250K annually. More importantly, the automated guardrails brought quote accuracy to 100%, saving the operations team 136 hours every week that were previously spent fixing errors.
Outcomes
Key Results Achieved
Eliminated High Licensing Costs
Automated Policy Generation
Improved Compliance Tracking
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