Blue Ridge Risk Partners, a top 75 U.S. insurance agency, prides itself on its reputation for strong client relationships and high-touch service. However, rapid growth and shifting market conditions soon brought new challenges. Staff spent 30 to 90 minutes on every requote, buried in data entry and endless carrier portal logins. The manual requoting process made it nearly impossible to proactively advise their clients. To stay true to their promise, Blue Ridge needed a way to keep pace with a larger, more complex book of business while navigating an increasingly volatile personal lines market.

To solve this, the agency turned to Quandri’s Renewal Intelligence Platform to automate the heavy lifting of personal lines renewals.

Agents began saving 11 minutes per policy review with Quandri’s Policy Checking capability automatically flagging year-over-year changes, missing coverages, and inaccuracies in seconds. Within months, the agency was processing 3,258 policies per month, in addition to saving 2,444 hours and $66,000. About 50% of reviews revealed inaccuracies that agents could correct immediately, strengthening client trust and retention.

Plus, they’re now able to requote policies in a fraction of the time with the platform’s AI-powered Requoting capability – cutting up to 90 minutes of manual work down to just 5 minutes of reviewing recommended quote options. That’s a 94% time savings on policy requoting alone.

Account managers began sharing weekly thank-you messages for the time savings Quandri brought them, and providing feedback on its “life-changing” capabilities. The platform didn’t just speed things up — it relieved pressure, built trust, and gave the team space to do better work.

Part of that success came from timing. The agency had just reorganized its personal lines department into carrier pods. Each pod had a dedicated Client Manager for proactive outreach as well as a Service Manager, creating clear roles and making it easy to embed Quandri into daily workflows.

In an internal survey, 94% of Blue Ridge agents said Quandri’s Policy Checking capability improves the service they provide to clients. That improvement wasn’t just about consistency — it was about capability. Account managers reported increased confidence, and for newer staff especially, the platform eliminated the guessing game, replacing uncertainty with clear, data-driven insights. This kind of team confidence-building became a defining marker of success for the agency.

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“Our team’s adoption of Quandri was faster than any previous tool rollout.” - Tia Viglianco, Chief Innovation Officer

The results have been transformative. In the first month of using Quandri, policies processed by the platform achieved over 100% retention — keeping every client while generating new revenue through added coverages. With the time savings, advisors will now have an additional 16,000 hours annually to focus on clients. With significant efficiencies in place, the agency is now projecting an expected seven-figure revenue impact

For Blue Ridge, Quandri hasn’t just automated renewals; it’s reshaped how the agency delivers value. Over a million hours have been repurposed into proactive client conversations. E&O risk has been reduced through more consistent reviews. And renewals, once a burden, have become an opportunity to strengthen relationships and drive more value to both clients and the business.

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

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