Challenge
High service volume and renewal processing slowed staff.
AI consulting case studies by Joel & Nanz Inc.
Marketing-optimized case study for Canadian SMBs.
Quoting, renewals, and service requests were automated across the brokerage network.
High service volume and renewal processing slowed staff.
Insurance brokerages depend on CRM, document management, and workflow automation for renewals and servicing.
Service flow definition
Automation
Rollout
SMBs can choose a Maple SaaS deployment, a hybrid integration with existing tools, or a custom build. The pricing below reflects realistic first-year ranges for each option.
| Approach | First-Year Cost | Annual Savings | ROI | Payback |
|---|---|---|---|---|
| Maple SaaS | CAD 6,000 | CAD 176,000 | 2,833% | 0.4 mo |
| Hybrid | CAD 80,000 | CAD 176,000 | 120% | 5.5 mo |
| Custom Build | CAD 220,000 | CAD 176,000 | -20% | 15.0 mo |
We can estimate ROI and scope the right MapleWorkSuite configuration for your team.
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