Insurance Brokerage

The Problem

Bottom 20% brokers failing and clients leaving for faster competitors.

What Broke

• 40% of broker time spent on admin busywork.

• No systematic client management.

• Response times ranged from 2 hours to 3 days depending on who answered. Bottom 30% of teams barely cover salaries.

The Fix

AI workflow automation, real-time performance dashboards, structured training based on top performer patterns.

6 Months Later

• Bottom performers: SAR 80,000 → SAR 185,000 per broker (131% improvement)

• Response time: 14 hours → 3 hours

• Revenue: SAR 12,000,000 → SAR 16,800,000 (same headcount)

• Client churn: 18% → 12%