Jackson Fregeau: Scaling Policy Review And Client Outreach With AI
Description
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:
Visit Website:
Produced by PodSquad.fm
United States
