Blue Ridge Risk Partners, a top 75 U.S. insurance agency, faced mounting pressure as manual renewals slowed them down. Each requote consumed 30 to 90 minutes, eroding staff capacity and leaving teams buried in data entry instead of having time to advise clients. The heavy workload meant valuable client conversations were delayed, and opportunities to deliver competitive quotes or stronger coverage often slipped through the cracks.

To solve this, Blue Ridge turned to Quandri’s Renewal Intelligence Platform. Quandri’s Policy Checking capability now flags year-over-year changes, missing coverages, and improvements in seconds, saving 11 minutes per policy. If a policy meets their requoting criteria, Quandri’s Requoting capability automatically pulls underwriting data and finalizes quotes to deliver the top competitive options instantly, cutting up to 90 minutes of manual work to requote down to 5 minutes to review recommended quote options — a 94% time savings.

The rollout was seamless. Within months, the agency was processing 3,258 policies per month, in addition to saving 2,444 hours and $66,000. About 50% of policy reviews revealed inaccuracies that agents could correct immediately, strengthening client trust and retention.

In the first months alone, policies processed by Quandri and reviewed by both the team and client achieved 98% retention. With the time savings, advisors will now have an additional 16,000 hours annually to focus on clients.

In just four months on Quandri’s Renewal Intelligence Platform, Blue Ridge is seeing:

As Viglianco summed it up: “Quandri helps us catch up, so our team can focus on being educators and professionals.”

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