Inside Harvard Western's AI Communication Strategy
A real-world look at automating personalized communication without losing the human touch.
Chris Paradiso
Paradiso Insurance
Chris Paradiso
Paradiso Insurance
Chris Paradiso
Paradiso Insurance
Jessica Yelland
Director, Business Systems & Privacy @ Harvard Western Insurance
Jamieson Fregeau
President and Co-founder @ Quandri
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Kyle Marks
Senior Product Manager @ Quandri
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Join us for an in-depth fireside chat on how brokerages and agencies are embracing AI-powered client emails to maintain a tailored client experience in the high-volume, high-velocity personal lines space.
In this session, Jessica Yelland, Director of Business Systems & Privacy at Harvard Western Insurance, joins Quandri President and Co-Founder, Jamieson Fregeau, and Senior Product Manager, Kyle Marks, to discuss how her team leveraged Quandri to transform their client communication workflows. Together, they’ll explore how AI has improved service standards, unlocked operational capacity, and maintained a high level of personalized service, proving that technology and a human touch can go hand in hand.
We'll discuss:
The operational challenges of delivering policy-specific, personalized communications
Why Harvard Western decided that now was the time to leverage AI-powered communication
Harvard Westerns' journey to implementing AI
How Quandri’s AI-powered client communication tool works in a day-to-day brokerage setting, including a live demo
Speakers
Jessica Yelland is a strategic and operations-driven leader with over 16 years of experience at Harvard Western Insurance, currently serving as Director of Business Systems & Privacy. Known for solving complex problems with sustainable solutions, she thrives on driving growth, collaboration, and continuous improvement.
Jamieson Fregeau co-founded Quandri with his brother Jackson to revolutionize operational efficiency in the insurance industry. Their goal is to free insurance professionals from repetitive tasks through intelligent automation. As a co-founder and leader, Jamieson has played a key role in positioning Quandri as a critical solution for brokerages seeking to boost productivity and streamline operations.
Kyle Marks has a diverse background spanning sales, law, and technology. After gaining experience in the legal industry, he transitioned into legal tech at Athennian, where he played a key role in scaling Customer Success, Support, Product, and Design teams. With a passion for building impactful products, Kyle excels at driving innovation and delivering user-centric solutions.
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Quandri's Renewal Intelligence Platform
Quandri transforms the policy renewal and requoting process for personal lines insurance brokerages by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance companies to achieve profitability and scale.
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