Case studies
What AI actually does inside an independent insurance agency
Representative engagements showing retention lift, cross-sell revenue, and lead-response outcomes with specific numbers. Each study names the AMS, book size, engagement tier, and the real delta.
These are composite case studies drawn from multiple agency engagements. Numbers are representative, not attributed to a single named client. NDA-verified references are available on request: hello@renewalengineai.com.
Ridgeline Commercial Insurance: Cross-Sell & Retention on HawkSoft
A 180-account commercial lines agency on HawkSoft used AI cross-sell scoring and renewal automation to surface $312K in cross-sell opportunities and lift retention 9 points in the first year.
Pacific Agency Group: Personal Lines Retention Lift at a 350-Policy P&C Shop
How a 350-policy personal lines P&C agency on Applied Epic used AI renewal automation and sub-60-second lead response to lift retention from 82% to 94% inside 90 days.
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