Applied Net 2025: The moment insurance agencies reclaimed their future

At this year’s Applied Net, many of the conversations we had and sessions we attended pointed toward a shared realization across the industry—one that’s been clear to us at Quandri for some time. Agencies across North America are facing rising claims, carrier exits, and a widening talent gap, and it’s becoming increasingly evident that smarter technology and more efficient ways of working are key to navigating these challenges.

During our Applied Net vendor session, Quandri took the stage to show exactly how technology can help agencies avoid a future where the human side of insurance disappears. The launch of Quandri’s automated Requoting capability, now available across North America, was front and center, a direct response to the complexity and unpredictability that’s become the new normal. Instead of letting overwhelm, burnout, and direct writers dictate the pace, agencies can now automate the most labor-intensive parts of their personal lines renewals: quoting and client outreach.

But this isn’t about replacing the personal touch that once made insurance a respected, trusted, and rewarding career. It’s about using AI to bring that experience back, treating every client like a VIP and helping advisors focus on what they do best: building trust, offering guidance, and delivering real value.

With Quandri, agencies can automate policy analysis, flag and initiate remarketing based on real triggers, and generate personalized client communications that scale without feeling generic. All the busy work happens in the background, right inside your Applied Epic AMS, so teams can focus on the moments that matter and actually move the business forward.

The new technology shift lets advisors stop just keeping up, and start standing out again. And as agencies like Blue Ridge Risk Partners and Harvard Western Insurance are already proving, when you combine the right workflow with true insurance intelligence, you don’t just keep up with change… you drive it.

Missed our presentation at Applied Net? Here’s a quick recap on how Quandri is bringing personal lines insurance back to the future with our AI and intelligent automation.

Blue Ridge Risk Partners: Personalized automation in action

Tia Viglianco, Chief Innovation Officer at Blue Ridge, kicked off our session sharing how her team turned to Quandri to transform their personal lines renewal process. Their approach wasn’t just to layer on another software system, but to properly embed technology into the right processes and teams to ensure automation would have a lasting impact.

With Quandri’s Renewal Intelligence Platform, Blue Ridge was able to:

• Automate policy reviews at download, surfacing premium changes, risks, coverage gaps, and upsell opportunities instantly.
• Generate personalized insights, which enabled the Blue Ridge Risk Partners team to send AI-generated, personalized emails during the renewal process  

Free advisors from repetitive admin, enabling them to shift their focus back to building relationships, educating clients, and growing the business.

The results?

• 24% drop in policy cancellations
• 1.5% increase in retention
• 94% reduction in time spent on renewal tasks

What’s more, Tia saw a significant improvement in employee morale, stating, “We have happier employees… They’re not spending their time being paper pushers, they’re actually being the risk management advisors that they want to be.”  What’s more, Blue Ridge saw their NPS score improve drastically. Tia went on to add that, “Some of the feedback we get from clients now is, ‘Why is this the first time I’m getting this? This is amazing.’”

The key for Blue Ridge? Restructuring their personal lines team and focusing on finding the right technology integrations. With the proper goals and change management processes, the Blue Ridge team was able to expedite adoption and begin to see benefits as soon as Quandri was deployed.

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Harvard Western Insurance: Quadrupling advisor productivity

Next up was Jessica Yelland from Harvard Western Insurance. A long time advocate of Quandri, Jessica shared a detailed overview of how Quandri’s Connect capability has transformed her team’s renewal process, highlighting three major takeaways:

1. Easy analysis: Quandri analyzes every renewal, identifying missing coverages and surfacing actionable recommendations for each client.
2. Automated personalization: Connect’s AI-powered emails are drafted automatically, with dynamic content tailored to each individual policy, ensuring clients receive meaningful advice, not canned messages.‍
3. Smart prioritization: With Quandri, Harvard Western’s advisors can now get strategic when it comes to their outreach, prioritizing by premium changes, renewal date, or risk—making it easy to spend time where it matters most.

Harvard Western’s results highlight the impact smart automation can have:

• Advisor renewal call prep times were cut from 20 minutes to 5
• The equivalent of 3.5 FTEs in productivity were given back to the team
• 10% increase in employee NPS on tools needed to do their job well
• 250% ROI on their Quandri investment

Most important? Clients are noticing the difference, with more personalized communication and proactive service. According to Jessica, "clients will receive renewal communications that are not only timely but also deeply personal and relevant to their needs."

Read our Harvard Western Customer Story to learn more about Quandri’s impact on Jessica’s team and their personal lines renewal process. 

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Quandri’s vision: Human service at machine scale

The session wrapped up with a look at what this technology unlocks for the future of insurance. Quandri’s vision is simple: put the renewal process on autopilot so advisors can do what they do best: advise, advocate, and grow their book of business. To do this, we’re focused on constantly improving Quandri’s Insurance Intelligence Engine, training it on a constantly growing database of renewals, policies, and carrier manuals.

In this new future, agents log in each morning to see pre-sorted, high-priority accounts and client communications already handled. Advisors have more time for complex cases and relationship-building, while routine work is taken care of in the background. The result is an agency where every client feels like a VIP, and advisors can focus on delivering advice—not chasing paperwork.

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