One size fits none:
Why insurance needs purpose-built AI

AI is reshaping agency operations. Here’s what leaders need to know before investing in automation.

Jeff Roy
CEO @ Excalibur Insurance Group

Jackson Fregeau
CEO & Co-founder @ Quandri

Reserve your spot now



Insurance agencies are hitting an operational ceiling. Policy volumes are rising, client expectations keep climbing, and experienced agents are harder to hire and retain. For decades, agencies have scaled by adding people, but that model is breaking. AI is fundamentally changing how agencies operate — but not all AI is built for the realities of insurance.
Join Jackson Fregeau, CEO and Co-frounder of Quandri, and Jeff Roy, CEO of Excalibur Insurance Group, for a candid fireside chat about the future operating model for agencies.
We'll cover:
• Why agencies are turning to automation
• Where generic AI tools (like ChatGPT) fall short
• Why purpose-built AI is emerging as the foundation for modern agency operations
• How agencies can evaluate AI tools and choose technology that actually delivers
This conversation will help you understand the fundamental changes happening in agency operations and how to invest in technology that creates real impact.
Guest speaker

Jeff Roy, CEO of Excalibur Insurance Group, leads with a vision to modernize insurance through innovation and a strong client-first culture. He is passionate about leveraging technology to simplify the insurance experience while empowering his team to deliver exceptional service to individuals and businesses alike.
Hosted by

Jackson is the CEO and co-founder of Quandri. With a career dedicated to building and scaling startups, he and his brother founded Quandri in 2021 to unlock policy data and empower teams at insurance brokerage and agencies across North America.
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.



.png)
