Quandri

And just like that, a wonderful, insightful couple of days at the #ACNSummit come to an end! 🤝🏾 Super thankful to all the wonderful folks at Applied for putting this together, and of course my fantastic Marketing and Events team Quandri for making this all happen! Tessa, Chantielle, Vicky - the absolute best in the biz! 🏆 Sam, Brigitte - couldn't have asked for better partners for my first event here! Also, delighted Sam and I got a chance to host a roundtable discussion on 'AI: Hype vs Reality'. Had folks sit in from agencies across the country! Some key takeaways from it: 🗣️ Agencies are seeing success with adoption of AI when they're able to find at least one champion internally who can lead by example, show what a post-AI future state would look like to the rest of the team 🗣️ It. Is. Overwhelming. No getting around that. But finding those highly repetitive, admin-heavy, menial internal tasks that can be easily automated is a great place to start. Anything that clients don't get to see, and is essentially 'Invisible Work', is prime for disruption. 🗣️ Social Proof takes the 👑. Best way to start on the AI evaluation journey for agencies is to talk to their peers in the industry, see what they're seeing success with. 🗣️ Find the right Effort/Reward ratio. Identifying the right processes to automate, with tech that takes the least amount of effort to get it up and running, which helps you see the most amount of benefit. Within the realm of feasibility. That's the magic sauce. This, right here, is the best part of the job, hands down - talking to people, discovering random things you share in common, learning what is and isn't working for them, getting a chance to know the person for who they fully are and not just the little square I get to see on Zoom/Teams! Until next time! 👋🏽 #acnsummit #applied #appliedsystems #appliedpartner #quandri #insuranceai #aiininsurance #personallines #insurtech

What if AI could shape your brokerage’s culture, not just your operations? From reducing burnout to strengthening retention, AI is already changing how brokers and agents work, collaborate, and stay engaged. Here’s how. 👉 https://hubs.ly/Q03Fn0b40

Sam Knudson and I are here and ready to go live at ACN Summit, Salt Lake City! 🎬 Come swing by the Quandri booth, we’ve got some insights to share, some stories to tell and a Golf Bundle to give away! Looking forward to an insightful couple of days talking about all things Tech and AI in Insurance! #InsurTech #ACNSummit #AIInInsurance #InsuranceAI #InsuranceAutomation #PersonalLines

Great Scott! We’re going Back to the Future at Applied Net 2025. Join us at the ARIA Resort in Las Vegas as we put the human touch back into personal lines client servicing with AI. And trust us… You’re not going to want to miss our vendor session. Check out our full event page for more details: https://hubs.ly/Q03CtM6l0

🚨 Tomorrow: We’re talking real-world AI adoption in personal lines. If you’ve been wondering: ❓ Where does the budget come from? ❓ How do you get leadership to say yes? ❓ What internal objections will you run into? You’ll get answers from people who’ve done it. Don’t miss it. 📅 August 19 at 10 AM PT / 1 PM ET 🔗 Save your spot now: https://hubs.ly/Q03zV7sp0

Quandri is heading to Salt Lake City for the ACN Summit! 🎉 We’re excited to connect with insurance agencies looking to transform how they approach renewals, client communications, and policy reviews. Stop by our booth to see firsthand how our Renewal Intelligence Platform automates manual tasks, increases retention, and empowers your brokers to deliver proactive, tailored advice at scale. Our team—Sam Knudson, Sai S., Brigitte Viola—will be onsite and ready to chat about: • Surfacing actionable policy insights right inside your AMS • Automating personalized renewal emails with Connect, saving brokers hours and enhancing client engagement • Delivering instant requotes and identifying upsell opportunities on every policy renewal ⛳ 🏌️ Giveaway Alert🏌️⛳ Swing by our booth for a chance to win a Golf Essentials Bundle (includes Pro V1 golf balls )! Don’t miss out. If you’re looking to reduce manual workloads, boost revenue, and give your team more time for meaningful client conversations, let’s talk. See you at the Summit!

AI is on your roadmap. But how do you actually get it implemented? In our upcoming webinar, Robertson Ryan Insurance COO Dan Lau will be sharing how they garnered internal support, justified the budget, and turned interest into action. Whether you’re just starting or already underway, you’ll leave with practical advice and real-world examples to guide your own rollout. 📅 August 19 at 10 AM PT / 1 PM ET 🔗 Register now: https://hubs.ly/Q03zV7sp0

AI adoption in personal lines isn’t just possible — it’s already happening. Join us on August 19 at 10 AM PT / 1 PM ET for a live session with Adam Jones 👨🏼💻, VP of Sales at Quandri, as he speaks with Dan Lau, COO at Robertson Ryan Insurance, on how he successfully integrated AI into their personal lines workflow and moved their initiatives forward. You’ll learn: - Where AI budget typically comes from - How to navigate internal objections and align stakeholders - What a compelling, results-focused business case looks like   Register here: https://hubs.ly/Q03zV7sp0

Jackson Fregeau joined Framework Venture Partners on their podcast to share the story behind Quandri, what it's like building a company with his brother Jamieson Fregeau, and what we’re learning as we scale. Have a listen and let us know what you think!

We're making big moves... literally 💪 Quandri is officially moving to Mount Pleasant! We’ve outgrown our office and will be settling into our shiny new digs later this summer. We’ve been busy growing our team, our product, and the impact we’re delivering to insurance brokerages across North America. This new HQ isn’t just an address change. It’s a reflection of the incredible momentum behind our platform and the amazing people building it, and a sign of what's next. We’re just getting started.