The path to AI adoption: Building the business case in personal lines
Get practical insights, real-world lessons, and a clearer path forward — whether you’re just starting to explore AI or already building your case.
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Dan Lau
Chief Operating Officer @ Robertson Ryan Insurance
Adam Jones
Vice President of Sales @ Quandri
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Bringing AI into your personal lines workflow is a journey, and one that raises questions about where to start and how to justify the investment. During this fireside chat, we'll speak with Robertson Ryan COO, Dan Lau, on implementing AI into their personal lines. The conversation will focus on how they approached budgeting conversations, built a business case, and navigated internal priorities to win executive buy-in and move their initiative forward.
We'll share a candid look at how others in the industry have made the shift to AI, including practical steps, lessons learned, and tips for building your own business case — whether you’re at the beginning or already underway.
We'll discuss:
Where the budget for AI typically comes from and how teams think about the investment
Common hurdles and stakeholder concerns that come up during the process
The business case that turned executive interest into buy-in
Speakers
Dan Lau is the Chief Operating Officer at Robertson Ryan, where he leads firm operations, agency technology, and strategic growth initiatives. With a background in underwriting and agency management, Dan brings two decades of insurance experience and a commitment to driving operational excellence.
A 15 year SaaS revenue executive, Adam is the Vice President of Sales at Quandri. He leverages his extensive background in Saas to drive technological transformation in the insurance industry.
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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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