Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years?

Jason Cass explores that shift with Jackson Fregeau, Co-Founder and CEO of Quandri, as they break down how a renewal intelligence platform can analyze policies, trigger quoting based on premium changes, and create contextual client communication automatically. Their discussion highlights how these capabilities free up staff to spend more time with clients while opening the door to new levels of retention and operational scale.

Key Topics:

Evolution from RPA to AI-driven capabilities

Building a renewal intelligence platform for agencies

Policy analysis across key coverage variables

Automated quoting triggered by premium change thresholds

Personalized communication for retention and cross-sell

Shifts from personal lines to small commercial automation

Differences in margin and complexity across business segments

Trust, accuracy, and model limits in production workflows

AI adoption timing, economic cycles, and industry expectations

Reach out to:

Jackson Fregeau

Jason Cass

Visit Website:

Quandri

Agency Intelligence

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