For nearly 50 years, R&R Insurance has built a reputation as one of the Midwest’s leading independent insurance agencies. Known for delivering high-quality service across business, personal, and health insurance, the company has always prioritized client experience.
But as their business grew, so did the complexity behind the scenes.
Faced with increasing demand, operational inefficiencies, and time-intensive processes, R&R needed a smarter way to scale, without compromising the service standards that defined their brand.
Here’s how they did it.
The challenge: growth outpacing efficiency
By 2021, R&R Insurance found itself at a crossroads.
A growing book of business and internal staffing changes exposed cracks in their existing workflows, particularly in their quoting and proposal process. What had once worked was now slowing them down.
- Generating quotes and proposals took 1–4 hours per case
- Manual data entry increased the risk of errors
- Legacy systems made it difficult to scale efficiently
- Internal bandwidth was maxed out
To maintain service excellence, R&R faced a tough choice: expand their team or fundamentally rethink how they operated.
The gal: keep it in-house but make it better
R&R’s priorities were straightforward. They wanted to keep client presentation services in-house, improve data accuracy and consistency, and eliminate the manual inefficiencies that were eating into their team’s time.
They also needed a solution that could handle their full book of business across ACA, large group, and underwritten plans, without adding complexity.
The solution: implementing PerfectQuote
After exploring their options, R&R selected PerfectQuote, a cloud-based platform founded by brokers for brokers and purpose-built to streamline quoting and proposal generation.
The R&R team had limited experience with quoting platforms and wasn’t sure what to expect. But after several demos, the value became clear.
The interface was intuitive. A single platform gave them access to multiple carriers and plan options. Redundant manual entry was gone. And critically, PerfectQuote was the only solution that could service R&R’s entire book of business across ACA, level funding, large group, and underwritten plans.
Most importantly, it could reduce their quoting process from hours to a fraction of the time.
The transition: change management that paid off
Like any digital transformation, implementation came with a learning curve.
R&R discovered that while the platform aligned with their existing processes, some adjustments were necessary to fully unlock its value. This meant investing time in change management and internal adoption.
That investment paid off.
“R&R was willing to implement change management adjustments, after which we were able to realize the full value of our investment.”
— Erin Hoffman, Employee Benefits Consultant, R&R Insurance
The results: faster, smarter, more scalable operations
Once fully implemented, PerfectQuote transformed how R&R operates.
Key Outcomes:
- $100,000+ in annual savings
- Significant reduction in staff hours for quoting and proposals
- Same-day proposal generation for ACA business
- Improved data accuracy and consistency
- Standardized plans and pricing across locations
- Seamless onboarding of new carriers
- Enhanced employee focus on high-value work
With faster turnaround times, R&R gained a critical competitive advantage, often presenting proposals before competitors even had a chance.
A better experience for clients and employees
The impact extended beyond operations.
Clients received clearer, more accurate proposals faster. Employees gained breathing room, particularly during the grind of Q4.
- With administrative work off their plates, the team could shift their focus to strategic, consultative work that actually moves the needle for clients.
“PerfectQuote has helped us support work-life balance, particularly in the 4th quarter.”
— Erin Hoffman
Scaling for the future
Today, R&R Insurance is positioned for continued growth without the growing pains.
By modernizing their quoting and proposal process, they have built a scalable foundation that supports increased client demand, more efficient operations, and higher-quality service delivery.
Their experience is a powerful example of how the right technology can transform not just workflows but an entire business.
Ready to see what’s possible?
If your team is spending hours on quotes and proposals, or struggling to scale efficiently, it may be time for a new approach.
PerfectQuote helps insurance agencies:
- Reduce costs
- Streamline workflows
- Improve consistency
- Close more business
Schedule a live demo today to see how it works.